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Catarina W

Series 66

New York, NY

Sanctuary Advisors, LLC

Catarina Wolf Rohde is a financial advisor with Sanctuary Advisors, LLC in New York, NY. She holds a Series 66 designation and has one year of industry experience. Her work background includes time at Kennedy Lewis and an academic role at the University of Notre Dame. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports its advisors with a broad platform of portfolio management options and employs various analytical approaches, serving both onshore and offshore strategies.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Brian F

Series 66

New York, NY

Sanctuary Advisors, LLC

Brian Fagella is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, Blue Owl Capital, CION Investments, and Raymond James. His background also includes roles in education at Wake Forest University and Greenwich Public Schools. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who offer portfolio management, retirement plan consulting, and financial planning through a variety of managed account platforms and analytical approaches.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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