Jeff Spears is a co-founder and CEO of Sanctuary Wealth Services, LLC, and one of the nation’s recognized leaders in the RIA industry. Jeff has over 25 years of experience in wealth management as a wealth advisor and as an executive leading the national wealth management businesses of Montgomery Securities, Bank of America Private Bank, and Presidio Financial Partners LLC. Prior to co-founding Sanctuary Wealth Services, Jeff was a Partner of Presidio Financial Partners, where he was responsible for the firm’s wealth management business from 2004 to 2007. During that period, wealth management assets grew from $400 million to more than $3 billion. Earlier in his career, Jeff was the National Sales Manager for Bank of America Private Bank, responsible for the integration of Montgomery Securities’ Private Client Group into the Private Bank. Jeff was also head of Montgomery Securities Private Client (MPCS) group from 1999 to 2004 and a member of the firm's executive committee. Jeff lives in San Francisco with his wife and two daughters.
Ron Lynch is a Director at Sanctuary Wealth Services LLC. Ron has 23 years of experience in the financial services industry. He has held various sales roles at Smith Barney, Chase Manhattan Bank and Bear Stearns. Most recently he has been working as a search consultant placing talented financial advisors in new and exciting roles.
Bernie Notas is Chief Financial Officer of Sanctuary Wealth Services, LLC, and its subsidiaries, Sanctuary Wealth Advisors LLC and Sanctuary Securities LLC. Bernie has 40 years of financing and accounting background, including 33 years of experience in the securities industry. Bernie has worked as CFO for BTIG, LLC, OffRoad Capital, Montgomery Securities, and Rooney Pace Group. Bernie has served on the Board of Ellie Mae, Inc. a publicly traded company.
Talia Brandt is a Compliance Officer at Sanctuary Wealth Advisors LLC and Sanctuary Securities LLC. Talia has nine years of experience in the financial services industry. In addition to her work with Sanctuary, she is founder of Vista Compliance, a financial services compliance consulting firm, where she works with broker-dealers and investment advisory firms in the San Francisco-Bay Area. Prior to founding Vista Compliance, Talia worked for Goldman Sachs and a San Francisco Bay-Area boutique investment advisory firm and broker-dealer.
Jill DeMayo is part of the compliance team at Sanctuary Wealth Advisors LLC and Sanctuary Securities, LLC. Jill has more than 15 years experience in the financial services industry, including 10 years in compliance. She spent more than seven years at FINRA (formerly NASD) and most recently has been working as a compliance consultant with Vista Compliance.
Beverly O’Day provides operational support to the Advisor partners at Sanctuary Wealth Services. Prior to joining Sanctuary, Beverly worked in the hospitality industry for seven years.
Advisory Board
Craig Johnson is Vice Chairman of JMP Group and a member of its executive committee. He is also Chairman of Harvest Capital Strategies. Craig previously served as President of JMP Group, from 2007 through 2010, and as President of JMP Securities, from 2002 until 2007. He is co-portfolio manager of the JMP Masters fund.
Ray Jackson is Chief Financial Officer of JMP Group. Prior to joining JMP, Ray was corporate controller and an executive officer at Redwood Trust, a publicly traded mortgage REIT. He was previously a senior manager for three years with PricewaterhouseCoopers in the financial services and banking industry practice in San Francisco.
Keith Ogden is a co-founder of Sanctuary Wealth Services LLC. Keith has over 25 years of experience in the financial services industry, including 10 years as the COO of several hedge funds.
