Kelly Marie Tramontano
Chief Operating Officer at Sanctuary Wealth Partners LLC
Profile
Kelly Marie Tramontano currently works at Sanctuary Wealth Partners LLC, as Chief Operating Officer from 2020.
Ms. Tramontano also formerly worked at SWBC Investment Services LLC, as President, Chief Executive Officer & Director, SWBC Investment Co., as President, and Sanctuary Wealth Group LLC, as Chief Operating Officer.
Ms. Tramontano received her undergraduate degree from The University of Arkansas.
Kelly Marie Tramontano active positions
| Companies | Position | Start |
|---|---|---|
Sanctuary Wealth Partners LLC
 Sanctuary Wealth Partners LLC Investment Banks/BrokersFinance Sanctuary Wealth Partners LLC provides financial services. The company was founded by Jim Dickson and is headquartered in Indianapolis, IN. | Chief Operating Officer | 30/08/2020 |
Former positions of Kelly Marie Tramontano
| Companies | Position | End |
|---|---|---|
SWBC Investment Services LLC
 SWBC Investment Services LLC Investment Banks/BrokersFinance SWBC Investment Services LLC operates as security brokers, dealers, and flotation companies. The company is headquartered in San Antonio, TX. | Chief Executive Officer | 08/01/2019 |
SWBC Investment Co.
 SWBC Investment Co. Investment ManagersFinance SWBC Investment Co. (SWBC) is a SEC-registered investment advisor headquartered in San Antonio, Texas. They are primarily owned by Southwest Business Corp. The firm provides investment advisory services to individuals, high net worth individuals, banking or thrift institutions, charitable organizations and corporations or other businesses. SWBC also provides discretionary investment management services to registered mutual funds and private pooled investment vehicles. | President | 30/04/2018 |
Sanctuary Wealth Group LLC
 Sanctuary Wealth Group LLC Investment ManagersFinance Sanctuary Wealth Group LLC provides financial advisory services. The company was founded by James R. Dickson and is headquartered in Indianapolis, IN. | Chief Operating Officer | - |
Training of Kelly Marie Tramontano
| The University of Arkansas | Undergraduate Degree |
Experiences
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Linked companies
| Private companies | 4 |
|---|---|
SWBC Investment Co.
SWBC Investment Co. Investment ManagersFinance SWBC Investment Co. (SWBC) is a SEC-registered investment advisor headquartered in San Antonio, Texas. They are primarily owned by Southwest Business Corp. The firm provides investment advisory services to individuals, high net worth individuals, banking or thrift institutions, charitable organizations and corporations or other businesses. SWBC also provides discretionary investment management services to registered mutual funds and private pooled investment vehicles. | Finance |
SWBC Investment Services LLC
SWBC Investment Services LLC Investment Banks/BrokersFinance SWBC Investment Services LLC operates as security brokers, dealers, and flotation companies. The company is headquartered in San Antonio, TX. | Finance |
Sanctuary Wealth Group LLC
Sanctuary Wealth Group LLC Investment ManagersFinance Sanctuary Wealth Group LLC provides financial advisory services. The company was founded by James R. Dickson and is headquartered in Indianapolis, IN. | Finance |
Sanctuary Wealth Partners LLC
Sanctuary Wealth Partners LLC Investment Banks/BrokersFinance Sanctuary Wealth Partners LLC provides financial services. The company was founded by Jim Dickson and is headquartered in Indianapolis, IN. | Finance |
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