The team of "next gen" managers are all aged under 40.

Sanctuary Wealth, the US network, has brought Ausperity Private Wealth into its fold. 

Based in Moorestown, New Jersey, and led by founder and senior managing partner Robert “Rory” O’Hara, Ausperity Private Wealth has $500 million in client assets under management. It is the second team in New Jersey and eighth from Merrill Lynch to partner with Sanctuary Wealth this year. The business was previously called The O’Hara Group at Merrill Lynch Wealth Management.

Prior to founding Ausperity Private Wealth with his three partners, Rory O’Hara spent the most of his financial services career with Merrill Lynch Wealth Management after joining in 2007 and rising to the position of wealth management advisor, senior vice president. He has earned the Certified Financial Planner and Chartered Retirement Planning Counselor designations and is a graduate of Villanova University.

Founder and managing partner Shane Fox joined Merrill Lynch after graduating from Fordham University’s Gabelli School of Business in 2011 with a degree in finance and signed on with The O’Hara Group about three years later. He is both a Certified Plan Fiduciary Advisor and a Chartered Retirement Planning Counselor. Geoff Degener, CPFA is also a founder and managing partner. He is a graduate of James Madison University and has been with The O’Hara Group since 2013. The fourth member of the team is founder and senior relationship manager Jennifer Fisher, ChFC, who joined the team in 2016. She earned the Chartered Financial Consultant certification and is a graduate of Rutgers University.

The Sanctuary Wealth network includes partner firms across 20 states with over $17.0 billion in assets under advisement.