Executive Moves
Sanctuary Wealth Welcomes OPT Wealth Management
Sanctuary Wealth has welcomed OPT Wealth Management and its founder, Kyle Vasel, CFP, CRPC. The former Chicago-area Merrill Lynch advisor was responsible for $260 million in total client assets. "Kyle built an impressive business over 15 years in the wirehouse channel, but he also understood the limitations that come…
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Source: Sanctuary Wealth