Family-owned Harbor Asset Private Wealth has become the second independent practice in Connecticut to join the Sanctuary Wealth network, the company said today in a news release.
Led by Marti Marache, an industry veteran with three decades of experience, the Greenwich, Conn.-based practice was formerly with Morgan Stanley, where it managed approximately $280 million in client assets.
The Harbor Asset team also includes financial advisor Mark Marache, who came out of retirement to join his wife’s practice, and nephew Herbert Marache IV.
Headquartered in Indianapolis, the Sanctuary Wealth network includes 51 partner firms across 20 states with over $16 billion in assets under advisement.