S.2 EP.3 | Breaking Down Direct Indexing with First Trust’s Zach Ullrich and Sanctuary Wealth’s Rich Williams
May 2024
In Episode 3 of the new Season of Sanctuary Wealth’s podcast, “Friends of Sanctuary,” host and Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with financial services industry experts Zach Ullrich, Managing Director, Direct Indexing & SMAs, First Trust, and Rich Williams, Managing Director, Head of Advisor Solutions at Sanctuary Wealth, to discuss the benefits, evolution and opportunities of direct indexing.