Former Merrill team at Vincita brings $700 million in client assets to Sanctuary Wealth

Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.

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Apr 02, 2024

8 months ago

Former elite athletes JJ Marus and Lauren Norris of Vincita Investment Partners are bringing $700 million in client assets to Sanctuary Wealth, a network of partner firms in 27 states with $30 billion in assets.

Vincita works with wealthy families and individuals to simplify financial complexities and protect and grow their assets — working with estate planning attorneys, tax specialists and banking partners.

"From the moment I met JJ and Lauren, I was incredibly impressed," said Vince Fertitta, president of Sanctuary Wealth. "So I am honored that after going through a thorough due diligence process, they will launch their firm on Sanctuary's Partnered Independence platform, which offers client solutions, revenue levers and growth support that they've never had access to before now.

“Both come to Sanctuary with a history of thriving in all aspects of their lives, with JJ participating in the U.S. Olympic trials as a swimmer, and Lauren being a former all-American lacrosse player and coach.”

Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.