David Shane

Chief Financial Officer

David’s 32-year career in managing audit, accounting and consulting services has focused on financial services and the middle market. In addition to serving as lead Partner of the Financial Services Practice at FGMK, a leading Chicago accounting firm, David was Partner and Great Lakes Regional Managing Partner, at McGladrey (now RSM), the fifth largest accounting firm in the U.S. David directs Sanctuary Wealth’s accounting, finance, human resources and legal functions, and is responsible for driving the delivery of an expansive suite of business services to our partner firms and their clients.

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Pershing Transition PDFs

Pershing Program Pershing Dreyfus Fund Comparison Prospectus – Administrative Shares Prospectus – Institutional Shares Prospectus – Dreyfus Cash Management Funds Prospectus – Dreyfus Cash Management Funds Pershing Customer Fees