October 3, 2019
Press Release – Snowden Lane Partners and Kestrel Capital Announce Strategic Alliance June 27, 2019
Press Release – Snowden Lane Partners Makes Financial Times 300 Top RIAs List for Fifth-Straight Year June 12, 2019
South Florida Business Journal – New York wealth advisory firm opens South Florida office June 11, 2019
Financial Advisor Magazine – Snowden Opens First Florida Office, Staffed With $344M Merrill Lynch Teams June 11, 2019
Press Release – Snowden Lane Partners Opens New Coral Gables, Fla. Office, Welcomes Two New Advisor Teams August 24, 2018
Press Release – Snowden Lane Partners Taps Wells Fargo Team July 27, 2018
Investor’s Business Daily – Advisors Harness Behavioral Finance To Calm Clients’ Money Worries June 28, 2018
Press Release – Snowden Lane Partners Makes Fourth-Straight Financial Times 300 Top RIAs List June 22, 2018
FinancialPlanning – Kick back, relax, get smart: A financially savvy summer reading list May 7, 2018
WealthManagement.com – Married Female Professional Out-Earning Spouse Seeks Support Group February 22, 2018
Press Release – Forbes Names Snowden Lane Partners’ Alex Bryer, John DiCiaccio, Kevin Guth, Phil Lazzari and Eric Watson Best-In-State Wealth Advisors November 2, 2017
Press Release – Snowden Lane Partners Welcomes Former TIAA Advisor to Pittsburgh Team September 27, 2017
Press Release – Snowden Lane Partners’ Kevin Guth, Alex Bryer Named Top Retirement Plan Advisors by Financial Times June 22, 2017
Press Release – Snowden Lane Partners Recognized as a Financial Times 300 Top RIA for Third Consecutive Year June 9, 2017
Press Release – Snowden Lane Partners Taps Merrill Lynch Advisor To Join San Antonio Team May 2, 2017
The Rivard Report – Snowden Lane Partners Opens in San Antonio With Former Merrill Lynch Team May 1, 2017
Financial Planning – Merrill Lynch breakaways join Snowden Lane in fiduciary-focused move April 28, 2017
FundFire – Merrill Team Jumps Ship for Snowden Lane in Texas April 27, 2017
San Antonio Business Journal – New York investment firm with international reach opens SA office, hiring advisers April 26, 2017
CityWire – The independent RIA opens its ninth US location, boosting total client assets by $150 million. April 25, 2017
Press Release – Snowden Lane Partners Expands into San Antonio, TX, with Former Merrill Lynch Team April 20, 2017
Press Release – Snowden Lane Partners Establishes “Sound Advisory Group” in New Haven, CT April 18, 2017
Press Release – Snowden Lane Partners Forms “Riverstone Capital Wealth Group” in Maryland January 23, 2017
Press Release – Snowden Lane Partners Welcomes Former Wells Fargo International Advisory Team to San Diego Office January 10, 2017
ETF.com – 2017 ETF Report: FinTech Tools December 16, 2016
OnWallStreet – In defense of drawing Social Security benefits early December 6, 2016
Press Release – Snowden Lane Partners' Harbor Wealth Advisory Group Takes Larger Space in Historic Camden Yards to Accommodate Growth December 5, 2016
Financial Advisor IQ – Think Like a Hacker, Protect Like a Bodyguard November 30, 2016
WealthManagement.com – Address Clients’ Volatility Fears Head-On November 7, 2016
On Wall Street, Financial Planning – Morgan Stanley adviser joins $350M team at Snowden Lane November 7, 2016
Press Release – Snowden Lane Partners Welcomes Morgan Stanley Advisor, Michael Mahoney, as Partner, Managing Director September 20, 2016
Press Release – Snowden Lane Partners Taps Former JP Morgan Advisor as Managing Director, Private Wealth Advisor August 15, 2016
Financial Planning: Don’t get fancy: Retirement conversations shouldn’t overwhelm clients August 1, 2016
Press Release – Snowden Lane Partners' Keith Mayo, Alex Bryer Named Five-Star Wealth Managers for Washington, D.C., Area August 1, 2016
Press Release – Snowden Lane Partners’ Keith Mayo, Alex Bryer Named Five-Star Wealth Managers for Washington, D.C., Area July 19, 2016
FundFire – Snowden Lane Hires Merrill Lynch Advisor June 16, 2016
Back to Back: Snowden Lane Partners Named to Elite Financial Times 300 Top RIAs for Second Straight Year May 16, 2016
Press Release – Snowden Lane Partners Forms “Veritas Private Wealth Group” In New York City March 30, 2016
Citywire Americas – Five reasons international advisors are going boutique over broker March 28, 2016
On Wall Street – Morgan Advisor Goes Indie, Joins $860M Team March 28, 2016
Think Advisor – Recruiting Roundup: Snowden Lane expands Connecticut office by adding Morgan Stanley advisor March 22, 2016
FundFire – MSWM Advisor Joins $860M Snowden Lane Team March 21, 2016
Press Release – Snowden Lane Partners Adds Financial Advisor In New Haven, Connecticut Office February 25, 2016
Advisor Hub – Another Merrill Int’l Advisor Defects February 24, 2016
On Wall Street – Snowden Lane Hires Merrill Advisor February 24, 2016
Financial Planning – Snowden Lane Hires Merrill Advisor February 23, 2016
Press Release – Snowden Lane Partners Adds International Financial Advisor, Private Banking and Lending Specialist to San Diego Team February 23, 2016
TheStreet.com: Stick With Value Stocks, Covered Calls in Slippery Market February 4, 2016
Financial Planning – Digital Diligence: Is Your Tech Tough Enough? January 11, 2016
Financial Planning – Working with Accountants Can Lead to Referrals December 8, 2015
Citywire Americas – Advisory firm hires $200m Merrill team to launch offshore business December 7, 2015
On Wall Street – $200M Merrill Team Leaves for Snowden Lane December 4, 2015
WealthManagement.com – Global Banks’ International Retrenchment Spells Boutique Opportunity December 4, 2015
Press Release – Snowden Lane Partners Nets San Diego-Based International Advisor Team October 29, 2015
WealthManagement.com – When Collaboration Trumps Competition October 22, 2015
On Wall Street: The Strategic Rationale for Advisors and Accountants to Work Together October 6, 2015
FA Magazine – The Best Mentoring September 18, 2015
TheStreet.com: Covered Calls Saintly During Market Tumult Says Snowden Lane’s Clinton September 10, 2015
Press Release – Snowden Lane Partners Opens New Madison Avenue Headquarters; Doubles NYC Footprint With Eye Toward Firm's Marked Growth September 10, 2015
Press Release – Snowden Lane Partners Opens New Madison Avenue Headquarters; Doubles NYC Footprint With Eye Toward Firm’s Marked Growth September 3, 2015
WealthManagement.com – So You Really Want to Start that RIA? Large Advisors in SEC Crosshairs August 24, 2015
On Wall Street – Hunker Down: 8 Advisors Explain How They're Handling Market Volatility August 24, 2015
On Wall Street – Hunker Down: 8 Advisors Explain How They’re Handling Market Volatility July 31, 2015
Fund Fire – $240M Merrill Team Goes Indie June 18, 2015
Snowden Lane Partners Named to 2015 Financial Times 300 Top Registered Investment Advisers June 18, 2015
Financial Times – Actively managed funds are on a roll June 9, 2015
InvestmentNews.com – Elzweig and Snowden Lane's Mooney: How advisers should vet firms before moving June 9, 2015
InvestmentNews.com – Elzweig and Snowden Lane’s Mooney: How advisers should vet firms before moving June 4, 2015
On Wall Street – If You Leave, Will Clients Follow? May 12, 2015
New York Law Journal – 2015 Rising Stars April 15, 2015
Press Release – Snowden Lane Partners To Double Manhattan Footprint With Move To New Corporate Headquarters March 25, 2015
TheStreet.com – Stocks Sell Off in Volatile Session; Biotechs, Chipmakers Sink Nasdaq February 24, 2015
TheStreet.com – Stocks Hit New Highs After Yellen Hints Fed Close to Dropping ‘Patient’ Guidance February 24, 2015
TheStreet.com – Stocks Hit New Highs After Yellen Hints Fed Close to Dropping 'Patient' Guidance February 8, 2015
Pittsburgh Post-Gazette – People on the Move February 5, 2015
Business Insider – FA Insights February 5, 2015
On Wall Street – 5 Big Ways Low Oil Prices Could Affect Your Clients January 27, 2015
Financial Planning – Breakaways, Banks & Wealth Managers Seen Leading RIA Deals in 2015 January 27, 2015
Financial Planning – Breakaways, Banks & Wealth Managers Seen Leading RIA Deals in 2015 January 27, 2015
Reuters – ON THE MOVE – Snowden Lane Lands Merrill Lynch Brokers in Pennsylvania Push January 27, 2015
FundFire – Merrill Team Managing $225M Goes Indie January 27, 2015
London South East – MOVES- Raymond James, Snowden Lane Partners, Danish Bankers Association October 23, 2014
Think Advisor – Snowden Lane Picks Up $270M Merrill Duo