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Meet Dylan O’Shea, head of Quorum’s New York-metro office

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.

In this video, Dylan shares the exciting news and why he joined the team.

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Four years in the books

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Third year’s the charm: Quorum is three!

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How to merge your finances when you remarry: Mike Barry shares tips with Barron’s

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Quorum named to Forbes’ top RIA firms and Wealth Advisor best-in-state rankings

This news release, featured in Yahoo! Finance, details a range of accolades for Quorum Private Wealth in 2023. Among them: Sanctuary Wealth’s Partner Firm of the Year. Sanctuary Cares Award,

We’re thrilled to share we were named Sanctuary Wealth’s Partner Firm of the Year and were recognized by several leading publications as a top wealth management firm.
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Kelly Milligan’s tips featured in “8 Ways People Become Poor While Earning a High-End Salary”

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Happy Anniversary! We’re two

We’re making a mark on the industry Not only did we open our Danville office with a 100+ person celebration, we also went bicoastal. Dylan O’Shea and Sunny Springer joined

Here’s what we’ve accomplished in the two years since we launched Quorum, and what we’re looking forward to in year three. We couldn’t do any of it without you!
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How awards are determined

Quorum does not pay to be considered for awards, and recognition of past success does not indicate future performance. Individual results may vary.
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Quorum Private Wealth goes bicoastal

Quorum Private Wealth goes bicoastal. Read Sanctuary Wealth's press release about our new, New York-Metro office led by Partner Dylan O'Shea.
Quorum Private Wealth goes bi-coastal. Read Sanctuary Wealth’s press release about our new, New York-Metro office led by Partner Dylan O’Shea.
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Quorum announces New York-metro office

Quorum Private Wealth welcomes a new Partner, Merrill veteran Dylan O’Shea, to head Quorum’s New York-Metro office. Learn why Dylan’s team is a perfect fit for Quorum.
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