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Amit is passionate about driving growth in financial services. He has been actively involved in the investment industry for nearly 25 years.
As President, Chief Operating Officer and board member of tru Independence, Amit is focused on how to better serve the tru Independence community of advisors while also driving the growth and profitability of the firm. He is a recognized executive and thought leader in the financial services industry. Amit uses his previous experiences to aid advisors in their business lifecycle: from wirehouse to independence, from advisor to business owner and from founder to succession.
Prior to joining tru Independence, Amit was the CXO for Sanctuary Wealth responsible for the overall experience delivered by Sanctuary through its products, investments, services, and technology for its advisors. Amit helped grow Sanctuary from $2 billion to $15 billion in AUM.