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After swimming the English Channel, a $1.4 billion Merrill team member crosses over to HighTower

A New York firm with ultrarich family clients charted the tides for over a year before spanning the waters to independence

Author Lisa Shidler March 6, 2012 at 4:58 AM
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Related Moves

September 1, 2022 at 5:11 AM

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: 'Nobody's slept since April'

Jim Dickson also recruited HighTower talent, Amit Dogra, to bring the old HighTower brokerage model and execute it as HighTower veers toward buying RIAs

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