Insights

Quorum Private Wealth – Dylan O’Shea FAQs

Quorum Announces New York-Metro Office Opening! Welcome Dylan O’Shea & Sunny Springer!

Quorum Private Wealth is expanding our capabilities and going bi-coastal! We are proud to welcome our new Partner, Dylan O’Shea, an 11-year Merrill veteran, who will be head of Quorum’s New York-Metro office. His high-touch service model and client base fits seamlessly with our vision and mission, and we are excited to be working together. Dylan will be supported by Wealth Associate Sunny Springer, who is a 10-year financial services professional. Welcome Dylan and Sunny!

$1.5B Merrill Team Jumps Ship for Indy Firm

Sanctuary Wealth, a network of independent advisors with over $16 billion in assets under advisement, has snapped up a $1.5 billion advisor team from Merrill Lynch in Walnut Creek, California

Make the Most of Your Teen’s Summer Job

For teens, summer jobs are a rite of passage. For parents, summer jobs are a fantastic opportunity to teach kids about hard work, budgeting, saving, taxes, and investing.

Sanctuary Wealth Partner Quorum Private Wealth Goes Bicoastal

Quorum Private Wealth is now bi-coastal with the opening of the New York-Metro office led by Partner Dylan O'Shea.

Sanctuary reaches 50 teams after adding largest wirehouse breakaways

A growing RIA that's tapping into it's founder's ties with a wirehouse

Sanctuary Wealth Scores ‘Biggest Win to Date’ in Recruiting $1.5B Merrill Team

Merrill Lynch didn’t immediately respond to a request for comment on Monday about losing the team to Sanctuary Wealth. Calling Quorum an “outstanding” team, Jim Dickson, CEO and founder of Sanctuary Wealth, said in a statement

June 2024 market update

May saw a return to more confidence in the economy and the markets.