Karen Miller

Director, Institutional Services

Karen’s 20+ years of industry experience has primarily been in servicing institutional broker-dealer and high net worth individual accounts. Since joining Sanctuary Wealth in 2018, Karen has played an integral role in defining topflight client service. Karen works tirelessly with our custodians and service partners to ensure that our teams thrive with their business development and day-to-day operations. Institutional traders look to Karen for seamless execution and timely responses.

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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