Mentioned in BusinessWire.com: $1 Billion Chicago Team Leaves Merrill to Create New Registered Investment Advisor

May 1, 2023 | Press Releases

Burnham Harbor Private Wealth has officially launched in Chicago as an independent Registered Investment Advisor, led by Managing Partners James Corrigan, David Holtkamp, Sean Jucas, and Kenneth Shay. Formerly of Merrill, the team brings decades of experience managing over $1 billion in client assets.

The firm is dedicated to helping families preserve wealth and enjoy life through tailored financial strategies, including investment management, retirement, tax and estate planning, and more. Partnering with Sanctuary Wealth and leading custodians like BNY Mellon Pershing, Burnham Harbor combines independence with world-class resources to deliver an exceptional client experience.

Visit businesswire.com to read the full press release.

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