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.