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.
Keith Ogden is a co-founder and the Chief Operating Officer of Sanctuary Wealth Services LLC. Keith has over 25 years of experience in the financial services industry, including 10 years as the COO for several hedge funds. Prior to joining Sanctuary, he was the COO and a founding partner for East Avenue Capital Partners. He was also the founding COO for Neuberger Berman Technology Management and Bowman Capital Management. Keith has also worked with several non-financial companies in their start-up phases and is well versed in the management of rapidly growing entities. He graduated from Stanford University with an undergraduate degree in Economics and a Masters in Business Administration. Keith lives in Sausalito with his wife and their two children.
Randall Baum is a co-founder and Board member of Sanctuary Wealth Services LLC. Randy has over 30 years experience in wealth management as a top wealth advisor at Morgan Stanley, Montgomery Securities, and Bank of America Securities. Randy was the managing general partner of Exponent Capital LP, a San Francisco-based hedge fund.
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.
Michael Battey has more than 25 years of wealth management experience. Battey works with Sanctuary’s advisor teams to develop client investment strategies using the firm’s approved investment solutions. Prior to joining Sanctuary, Battey was Managing Director and head of Atlantic Trust Company’s San Francisco office. Earlier in his career, he worked for Levensohn Venture Partners, Pyramid Technology Ventures, DLJ Asset Management Group, Bessemer Trust Company and Bankers Trust Company. Battey currently serves as a Board member of First California Mortgage Company. He has a Bachelor of Arts degree in Literature from Williams College and is a graduate of the ABA National Trust School.
