Who's Moving Where In Wealth Management? – Crestbridge, Sanctuary

Editorial Staff

7 February 2023

Crestbridge
Crestbridge has appointed Anthony Yabut as director of tax in its New Jersey office as part of the firm's strategy to expand and enhance its client proposition in the US market.

Yabut has worked in the financial services space for 22 years. He has served in senior tax roles for several firms including one of the “big four” accountancy practices, a private equity startup focused on green portfolio companies, and a mortgage real estate investment trust and bank. He also holds a bachelor’s degree in accounting and is a Certified Public Accountant in the State of New York and New Jersey.

In his new role, Yabut is responsible for leading the continual development of the tax services capabilities for US clients, including tax compliance, planning services, and consulting on fund formations.

Crestbridge opened its office in New Jersey in 2020, complementing its existing New York operation which it launched in 2019.

Sanctuary Wealth
Sanctuary Wealth, the US group, has welcomed Brandi Cooper to its network by tucking her practice in with G Squared Private Wealth, a firm based in College Station, Texas.

G Squared is led by chief executive George Georgiades and chief investment officer Victoria Greene.

"George and Vicki have created a high-touch wealth management boutique catering to an ultra-high net worth clientele. Adding Brandi's practice into the mix will bring some additional experience and expertise to G Squared as well as a much wider range of solutions for her clients,” Michael Longley, chief growth officer of Sanctuary Wealth, said.

Cooper began her financial services career at Morgan Stanley in 2017, where she specialized in advising high net worth individuals, families, and business owners. Prior to that, she built a real estate practice in the Bryan-College Station area which she ran for 15 years. Brandi is a graduate of Texas A&M University with a degree in communication with a minor in business.