Robert Walter


Bob’s career includes 20+ years working with entrepreneurs and helping registered reps, broker-dealers and institutions grow their businesses. Prior to joining Sanctuary, Bob held numerous senior leadership roles in brokerage and investment banking, including Trading Manager, CFO, Treasurer, Chief Operating Officer, Vice President and President. Bob worked at broker-dealer World Equity Group for more than 10 years, where he was responsible for building the firm and grew the company’s institutional line of business into a very successful and profitable high-growth division. Bob is responsible for the oversight of both Sanctuary Securities, the broker-dealer arm of Sanctuary Wealth, as well as its institutional business, growing its independent broker-dealer channel nationally.

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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