Susan Graybeal

Director, Sanctuary Global

Susan heads up our dedicated effort to support advisors who work primarily with non-US clients. Prior to joining Sanctuary in 2020, Susan worked for more than 30 years at Merrill Lynch, most recently as the International Supervision Manager, where she worked alongside Sanctuary Wealth President Vince Fertitta for 11 years. As an advocate for advisors and their international clients, Susan believes in servant leadership and prioritizes the needs of clients who live abroad but invest in the US. She is an expert in understanding the required compliance and multijurisdictional nuances of the international wealth advisory space. Susan is instrumental in the ongoing development of Sanctuary's international offering for our partner firms, including a custodian where offshore clients can be assured that their assets are held safely in a large, respected US institution, as well as multiple value-added solutions specifically tailored to the needs of these 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