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Quorum Private Wealth goes bicoastal

Less than two years after going independent as a Sanctuary Wealth partner, Quorum Private Wealth announced it’s going bicoastal. The Quorum team—whose leadership team left Merrill Lynch in 2021—is thrilled to welcome another Merril veteran in Dylan O’Shea.

Sanctuary Wealth, founded by a Merril veteran, announced the news in a press release. CEO Jim Dickson said, “Dylan O’Shea is a perfect match for Quorum Private Wealth.”

Quorum Managing Partner Kelly Milligan said, “We have a significant client base on the East Coast and are excited to welcome Dylan O’Shea as a partner with boots on the ground in the New York City Metro area.”

Read the full press release.

Read the full article

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