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July 15, 2020 at 05:11 PM
RIA Sanctuary Wealth recently added a $500 million all-female team from Morgan Stanley, Bowersock Capital Partners, which is based in Lawrence, Kansas. The six-member team is led by Emily Bowersock Hill, Ph.D./CFP, and Kaylin Dillon, CFP.
The addition of the Bowersock group gives Sanctuary Wealth its first foothold in Kansas. The Indianapolis-based RIA’s network covers 14 states, 36 partner firms and has close to $10 billion in assets under advisement.
“Every year we see more and more of the most successful advisor teams being led by women. It’s a trend that is reshaping our industry. and Bowersock Capital Partners is an outstanding example of that,” according to Sanctuary Wealth CEO Jim Dickson.
“It has been our mission from day one to liberate advisors from the constraints imposed by the wirehouse environment, and Bowersock is just the latest high-profile team to choose our partnered independence platform so they can make better choices for their clients and their future,” Dickson explained.
Hill, who earned a Ph.D. and then worked in academia, spent nearly 18 years with Morgan Stanley, where she was an executive director, senior portfolio manager and family wealth director.
