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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Sanctuary Wealth Partners

Third Gen UBS Breakaway Finds Sanctuary: $150mm in Assets and a Long Runway to Grow

Third Gen UBS Breakaway Finds Sanctuary: $150mm in Assets and a Long Runway to Grow

Next gen Tom Stadum realized that he had a long runway and greater opportunity beyond UBS. So once his partner/father fulfilled the obligations of his retirement agreement, Tom left to build independent firm Fjell Capital with Sanctuary Wealth.

$200m UBS vet joins Sanctuary Wealth affiliate

$200m UBS vet joins Sanctuary Wealth affiliate

By Andrew Foerch, Citywire – A veteran UBS advisor is leaving the wirehouse to join a Sanctuary Wealth affiliate. Matt Tucker, who has spent his entire 25-year career with UBS and its predecessor PaineWebber, will join Bowersock Capital Partners, which is headquartered in Lawrence, Kan. Tucker will open a Bowersock office in nearby Overland Park, Kan. He managed around $200m in assets while at UBS, according to Sanctuary.

$350M AUM Merrill Team Partners With Sanctuary, Launches Green Wealth

$350M AUM Merrill Team Partners With Sanctuary, Launches Green Wealth

By Joyce Blay, Financial Advisor Magazine – Financial advisors Alan Green, Lori DosSantos and Andrew Heatley have partnered with Indianapolis-based Sanctuary Wealth to launch Green Wealth Management Group in Southbury, Conn., the companies said in a recent news release.

RHA Wealth Joins Sanctuary Independent Network With $250M AUM

RHA Wealth Joins Sanctuary Independent Network With $250M AUM

March 30, 2021
By Joyce Blay, Financial Advisor Magazine – RHA Wealth, an independent practice based in Raleigh, N.C., has joined the Sanctuary Wealth network, the companies recently said in a news release. The young team, consisting of Managing Directors John Rumsey, Robert Hartinger and Clark Abbott, and supported by registered Senior Wealth Associate Ashley Rushin, was formerly with Merrill Lynch, where members managed approximately $250 million in client assets.

Growing Up with Merrill Lynch: A Next-Gen Breakaway Story

Growing Up with Merrill Lynch: A Next-Gen Breakaway Story

Merrill next gen inheritor Elizabeth “Lizzie” Evans discusses her decision to leave the firm on the heels of her father’s CTP agreement and cautions how Merrill’s sunset package means buying something the next gen doesn’t truly own.

The Hill Group Exits Morgan Stanley for Sanctuary Wealth

The Hill Group Exits Morgan Stanley for Sanctuary Wealth

Barbara Herman Quoted – By Asia Martin, WealthManagement.com – When Emily Bowersock Hill read about Evans May Wealth joining Sanctuary Wealth Management from Merrill Lynch in 2019, she found a familiar story. The Indianapolis-based women-led firm sounded a lot like that of The Hill Group, a practice she started with her now retired father, Stephen Hill, that managed $500 million at Morgan Stanley.

Sanctuary Wealth to Finance Partner Firm Acquisitions

Sanctuary Wealth to Finance Partner Firm Acquisitions

Louis Diamond Quoted – By Erick Bergquist , WealthManagement.com – Jim Dickson, founder and CEO of Sanctuary Wealth, told WealthManagement.com that his firm will roll out a new financing program for its partner firms to make their own sub-acquisitions, using Sanctuary’s capital. Sanctuary Wealth takes only a minority stake in the sub-acquisition, with the partner firm keeping a majority.

Sanctuary Wealth adds $250m Merrill breakaway in Houston

Sanctuary Wealth adds $250m Merrill breakaway in Houston

By Ian Wenik, Citywire – A $250m Merrill Lynch advisory team has broken away to set up its own shop on Sanctuary Wealth’s RIA platform. Former Merrill Lynch senior resident director Robert Gilliland has exited the wirehouse to launch Concenture Wealth Management in Houston, Texas. Gilliland, who had been with Merrill Lynch since 2003, has launched his new shop with one other advisor, Karen Heider, and one support staffer, Codi Welch, both of whom also previously worked at Merrill Lynch.

An Update on Merrill’s Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients

An Update on Merrill’s Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients

In this special podcast episode, Vince Fertitta, breakaway Merrill executive who is now President of Sanctuary Wealth, joins the show to discuss the Merrill Lynch enhanced CTP and what it means for all Merrill advisors going forward.

A 20-year Merrill Lynch veteran got Sanctuary Wealth to $10 billion in AUA in 15 months with no outside capital and no time in bed

A 20-year Merrill Lynch veteran got Sanctuary Wealth to $10 billion in AUA in 15 months with no outside capital and no time in bed

Louis Diamond Quoted – By Oisin Breen, RIABiz – “In a year’s time, Sanctuary has become one of the larger RIAs in the country, and have done it far faster than firms that have been in operation for years.”

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