An Ohio-based team that managed $170 million in assets at Morgan Stanley is joining Sanctuary Wealth, an Indianapolis-based aggregator of RIAs, the firm announced.
Matthew Terwilliger and his team will operate as Iterhic Wealth Advisors in Columbus, Ohio. The practice focuses on clients in their 30s, 40s and 50s, including business owners, executives dealing with equity and deferred compensation, and pro athletes.
Terwillinger started his career at Merrill Lynch in 2011 and had been affiliated with Morgan Stanley since 2014.
"Sanctuary understands what the next generation of advisors are looking for to serve their clients and have built their platform around those needs," Terwilliger said in a statement.
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