McGee said of their decision to associate with LPL: "We chose LPL for their service and support and because we wanted an independent partner that gives us the choice and freedom to serve our clients' best interests, which is fundamental to our b
Through this agreement, Glenmede and Stonehage Fleming, the third- and second-largest independent multi-family offices in the world1, will expand their respective client offerings and geographical capabilities.
The office has eight employees and is led by Scott Canuel, a former national managing director at PNC Financial Services Group Inc. who oversaw wealth management for the Annapolis area and the Eastern Shore.
Leaders of the three units, who have not yet been named, will report to Jon Weiss, head of wealth and investment management.
“We are extremely honored that Paul and David chose Sanctuary as their partner to help launch Navis Wealth Management,” says Jim Dickson, President and Founder of Sanctuary.