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Burnham Harbor Private Wealth Joins Sanctuary Wealth as Latest Partner Firm from Merrill Lynch

Retrieved on: 
Friday, April 28, 2023
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INDIANAPOLIS, April 28, 2023 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Burnham Harbor Private Wealth (Burnham Harbor) a Chicago-area Merrill Lynch practice with $1 billion in client assets. Burnham Harbor is comprised of Managing Partners James M. Corrigan, CFP®, CPWA®, David Holtkamp, CFA, CFP®, CPFA™, Sean M. Jucas, CFP®, CPWA®, SE-AWMA and Kenneth Shay, CFA and Wealth Associates Basel Alwawi and Cindy Hehr.

Key Points: 
  • $1 billion Chicago team includes Managing Partners James Corrigan, David Holtkamp, Sean Jucas and Kenneth Shay
    INDIANAPOLIS, April 28, 2023 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Burnham Harbor Private Wealth (Burnham Harbor) a Chicago-area Merrill Lynch practice with $1 billion in client assets.
  • "Sanctuary was created to provide firms like Burnham Harbor the ability to confidently break away from wirehouses and enjoy the benefits of independence," said Vince Fertitta, President, Wealth Management, Sanctuary Wealth.
  • James Corrigan has been a wealth advisor with Merrill Lynch for over 17 years, servicing both Private and Institutional clients.
  • "On behalf of our entire team, I'd like to welcome Burnham Harbor to Sanctuary," said Adam Malamed, CEO of Sanctuary Wealth.

UBS Private Wealth Management Hires $1.3 Billion Seven-Person Team in Chicago

Retrieved on: 
Wednesday, June 1, 2022
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UBS Private Wealth Management today announced that Coyle, Schmitt & Beaudoin Wealth Management Group have joined the firm in Chicago, Illinois.

Key Points: 
  • UBS Private Wealth Management today announced that Coyle, Schmitt & Beaudoin Wealth Management Group have joined the firm in Chicago, Illinois.
  • View the full release here: https://www.businesswire.com/news/home/20220601005758/en/
    The Coyle, Schmitt & Beaudoin Wealth Management Group (Photo: Business Wire)
    Were excited to welcome Pat, John, Jean and their team to UBS, said Michael Gatewood, Midwest Market Head at UBS Private Wealth Management.
  • Pat Coyle has joined UBS as a Private Wealth Advisor and has more than three decades of industry experience.
  • John Schmitt has joined UBS as a Private Wealth Advisor and brings more than 25 years of investment and analytical experience to the team.