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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

Author Oisin Breen August 15, 2019 at 7:58 PM
2 Comments
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Jim Dickson: Our growth has been record setting [and] our pipeline today is much greater than it was a year ago ... We’re growing so fast it’s hard to keep up.

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Jeff Spears

Jeff Spears

August 16, 2019 — 12:40 AM
The name is not as important as the growth and the Corporate Adv. compliance scale is a real benefit. Congrats Santuary
Brian Summe

Brian Summe

August 16, 2019 — 2:15 PM
No one will out work Jim. Congrats to your success thus far!

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June 29, 2024 at 3:00 AM

Amit Dogra is ready to put a shine on an $8B 'Dynasty-like' RIA service platform that's tired of keeping a low profile in cloudy Portland, Ore.

The Philly exec is now president of tru Independence after stints at SEI, Brinker, Hightower, BNY Mellon and, most recently, Sanctuary.

March 9, 2022 at 2:37 AM

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May 3, 2019 at 7:11 PM

As Bob Oros-led HighTower reboots, it bags an ex-Goldman RIA, hires two, makes a CMO imminent, and clarifies mission

The new CEO will need to somehow weave together the debris of the first roll-up run and the new one to the satisfaction of RIAs and the hundreds of people already inside the HighTower umbrella

March 20, 2019 at 11:32 PM

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