Robert Coppola, formerly Envestnet’s chief technology officer, has joined Sanctuary Wealth, the fast-growing wealth management firm led by CEO Adam Malamed, to spearhead the next stage of Sanctuary’s technology strategy.
The firm said that its new CTO’s goals include identifying and prioritizing the development of cutting-edge digital solutions and advancing the build-out of the firm’s innovative technology platform. He is also expected to refine Sanctuary’s digital strategy to fully capture opportunities related to emerging solutions, including artificial intelligence.
“The addition of Bob Coppola, a widely respected fintech leader in the wealth management space, to our leadership team, underscores our strategy to align best-in-class technology solutions and expertise with our Partner Firms to fuel their growth and success,” said Malamed. “He is a business-minded technologist acclaimed for his ability to innovate and create new strategies that help advisors serve clients and grow their businesses through transformative change while generating concrete, impressive results.”
Coppola brings a wealth of experience and a proven track record of success to Sanctuary. His career is marked by the development and management of complex initiatives and organizations on a global scale, supporting growth and improving efficiencies. He has worked with enterprises of all sizes, from large and complex organizations to start-up ventures.
Before joining Sanctuary, Coppola was CTO of Envestnet and Cision. His career in the financial services industry includes technology leadership roles at companies such as Bloomberg, Thomson Reuters/Thomson Financial and S&P Global.
“Sanctuary developed a tech stack that uses the latest digital solutions to drive efficiencies, improve client service and accelerate advisor growth by listening to the feedback and creative thinking of some of the most sophisticated and elite advisors in the business,” said Coppola.
Malamed added, “Bob’s experience and skills will be integral to Sanctuary’s long-term growth plans for aligning the latest digital capabilities, AI-enabled tools and cutting-edge tech resources with our Partner Firms.”
