Roger Gershman + Vince Fertitta Interview

Meet Vince: Vince’s career spans 28 years in U.S. wealth management, international wealth management and private banking. He joined Sanctuary Wealth in 2019 after serving on Merrill Lynch’s senior leadership team and executive committee. As Managing Director, Vince ascended into the role of one of six divisional executives responsible for leading Merrill Lynch’s Wealth Management business. He also served as a Bank of America Market President in Texas, selected by the CEO to bring together various statewide lines…

The Penalty Box

The Penalty Box – financial advisors are opting to escape the big four wire houses now before it is too late. There have been a record number of top financial advisor teams leaving the big four wire houses for boutique firms or going fully independent themselves. This trend is occurring for a variety of reasons…