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In the News

Sanctuary Nabs Merrill Vet to Head Quorum NY Office

Posted by Cathy Nichols

November 2, 2022
By Nick Godt

An 11-year Merrill Lynch advisor has joined Quorum Private Wealth in New York City in order to help build out the $1 billion practice’s East Coast presence.

Dylan O’Shea joins Quorum, which and was founded by fellow Merrill vets, Mike Barry and Kelly Milligan, and joined the Sanctuary Wealth network in April 2021.

“We have a significant client base on the East Coast” and O’Shea “will provide boots on the ground in the New York City Metro area,” Milligan, who is based in Danville, Calif., said in a statement.

O’Shea joined Merrill Lynch Wealth Management in 2011 and most recently served as wealth management advisor, first vice president.

While at Merrill, he reported to Paul Sullivan, who joined Sanctuary earlier this year and currently runs the firm’s New York office.

Joining O’Shea within Quorum’s East Coast practice will be wealth associate Sunny Springer. She most recently served as a financial advisor with Certified Financial Services in Paramus, New Jersey.

Read more…

 

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About Cathy Nichols

Senior Consultant – Extensive industry knowledge and a unique ability to listen and respond like a fiduciary is what advisors connect with – and appreciate – and have allowed Cathy to build relationships based on trust, personal connection and growth. Learn more...

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