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A Merrill Lynch-intensive breakaway raft of $25-billion AUA nabbed $1-billion ex-Merrill 'Auric' and hired 'Mary Ann' -- whose last stop was at Merrill where she was a 'favorite'

CEO Jim Dickson was able to lure Mary Ann Bartels out of her furlough to join Sanctuary and flex her newfound knowledge of the metaverse and cryptoverse.

Author Brooke Southall September 8, 2022 at 11:05 PM
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Mary Ann Bartels: We will probably go through many changes as this new form of technology evolves under the umbrella of decentralized finance including cryptocurrencies, NFTs and the metaverse.

Related Moves

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

August 15, 2019 at 7:58 PM

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