Lili Kaufmann

Director, Transitions

As Director of Transitions, Lili plays an integral role with all of our breakaway advisors as they prepare for their transition from a wirehouse to launching their new business as an independent advisor. She has over 20 years’ experience in a wirehouse in a variety of roles, including Client Associate, Financial Advisor, and Wealth Management Leadership. In these capacities, she has partnered with many top-performing advisors and support staff, and therefore, she understands both the coaching needs of these teams as well as the expectations of their high net worth clientele. Lili’s experience, coupled with her time in the independent space where she works closely with custodians, critical technology partners and all departments of Sanctuary, gives her the unique ability to translate and transition an advisor’s practice to an independent wealth management business.

You are currently using an outdated version of Internet Explorer, please update to the latest version of Microsoft Edge here to view the site.

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