The latest senior moves and appointments in the North America wealth management industry.

Sanctuary Wealth 
Sanctuary Wealth, has brought SkyPath Private Wealth, a firm managing about $1.2 billion in client assets with an office based in Short Hills, New Jersey.

The four-person advisor team is composed of founding partners Kevin Pearly, James Rohmann, Steven Filiaci and Ken Hopkins, supported by senior registered wealth associate Susan Hoyt and registered wealth associate Jessica McGowan, all of whom have had extensive tenures with Merrill Lynch.

Kevin Pearly spent nearly 22 years with Merrill Lynch, rising to the position of SVP, wealth management advisor. 

Rohmann brings nearly 40 years of experience as a financial advisor to SkyPath Private Wealth. Prior to joining Merrill Lynch in 2013 and rising to SVP, he was also a senior financial advisor with Morgan Stanley.

Steven Filiaci, who was also with Merrill Lynch from 2013 to 2022, was a senior vice president. He has more than 22 years of industry experience and was previously an SVP at Morgan Stanley. 

Ken Hopkins began his financial career with Merrill Lynch in 2013, rising to the position of vice president and wealth management advisor. 

The Sanctuary Wealth network includes partner firms across 20 states with over $22.0 billion in assets under advisement.