Sanctuary Archives - Quorum Private Wealth

Third year’s the charm: Quorum is three!

They say the third time’s the charm, and while we can’t say year three is better than years one or two, our third year in business has been charming indeed.

Blog

06.24.2024

Quorum Private Wealth goes bicoastal

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.

In The Press

10.28.2022

Think Advisor lauds Quorum as Sanctuary’s ‘biggest win to date’

When the Barry & Milligan Group at Merrill decided to launch Quorum Private Wealth under Sanctuary Wealth, Sanctuary CEO Jim Dickson called it their "biggest win to date."

In The Press

05.03.2021

Barron’s covers Quorum team’s decision to leave Merrill

Barron's reporter Ross Snel writes, "Merrill Lynch Loses $1.5 Billion Team to Sanctuary" as industry takes note of Quorum's launch.

In The Press

06.26.2021

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

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.

Blog

12.01.2023

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.

Webinar

10.28.2022

FA Magazine: $1.5B AUM Merrill team partners with Sanctuary to go independent

Financial Advisor magazine covers Sanctuary Wealth's partnership with Mike Barry and Kelly Milligan as they launch Quorum Private Wealth.

In The Press

05.03.2021

Quorum Private Wealth joins Sanctuary Wealth

Read the press release announcing Quorum Private Wealth's decision to leave Merrill Lynch and go independent under the Sanctuary Wealth umbrella.

In The Press

04.30.2021