Sanctuary Wealth, an Indianapolis-based financial services platform for independent advisors, has appointed industry veteran and CNBC contributor Jeff Kilburg to the new position of chief investment officer (CIO) and portfolio manager, the company announced in a news release.
“Bringing on a chief investment officer is an important step in the further evolution of our platform and Jeff brings investment intellect, thought leadership, and an outstanding track record as a portfolio manager,” Jim Dickson, CEO and founder of Sanctuary Wealth, said in the news release.
In his new role with the firm, Kilburg will be responsible for growing and expanding its Investment Solutions group, which provides outsourced chief investment officer (OCIO) services, ETF model portfolios, separately managed accounts (SMAs), investment research and due diligence to Sanctuary Wealth and Sanctuary Global Advisors.
Under terms of his hire, Sanctuary Wealth has made an investment into KKM Financial, the Chicago-based boutique asset management firm founded by Kilburg, according to the release. In return, he will further develop KKM’s existing ETF model portfolios, which will now be available to Sanctuary advisors and their clients.
"For the last decade I have been creating distinct model portfolios to help advisors implement a differentiating, consistent and repeatable investment process, and Sanctuary Wealth shares my focus of building wealth for clients," Kilburg said in the news release.
With nearly 25 years of experience managing money, constructing ETF model portfolios, and building strong relationships, Kilburg is a long-time contributor for CNBC, where he appears on “Halftime Report”, “Closing Bell”, and “Worldwide Exchange.”
He started his career at the Chicago Board Options Exchange (CBOE) and eventually relocated to the bond pits at the Chicago Board Of Trade (CBOT)/CME Group Inc. He later transitioned his floor operations into a registered investment advisory firm in 2012.
Kilburg graduated from the University of Notre Dame’s Mendoza College of Business and was a four-year football scholarship athlete under Coach Lou Holtz.
