Larry is a Senior Partner and Managing Director at Snowden Lane Partners, where he provides advisory, brokerage and investment management services to Snowden Lane’s wealth advisory clients. He joined Snowden Lane from Merrill Lynch where he served high net worth individuals, families and non-profits.

Specializing in complex generational and executive planning, Larry has many client who are concerned with concentrated stock positions, closely held businesses, philanthropy and how this affects current and future generations. Larry’s prior background as a tax attorney helps guide his clients to the correct professionals and often leads to a creative solution benefiting the client. Larry holds a law degree, but has a Certificate from the Yale School of Management in Behavioral Economics, The University of Chicago, Booth School in Asset Allocation Theory and another from UC Davis School of Gerontology in Gerontology and Aging.

Globalization is a key theme of the Strategic Management Group, as Larry has lived and worked in Europe, Asia, and Central America and believes that understanding other cultures and economic climates is essential to success to investing in today’s economy. Larry was a Senior Economic Advisor for the United Nations Economic Development Programme. Each client is presented with their own customized solution based upon their needs.

Larry holds the Series 7, Series 63, Series 65 and Series 31. He lives in San Antonio, Texas with his two children. Larry is a past Board Member of the Blue Star Contemporary Art Museum and current serves on the Board of the Lonestar Art Alliance.

Marcus is a Private Wealth Advisor with Snowden Lane Partners’ Strategic Management Group. With a decade of industry experience, he has a wide breadth of knowledge and extensive experience in Wealth Management.

Beginning his career as a licensed Energy Broker, Marcus worked exclusively with accredited investors and realized that being restricted to the oil and gas investment industry limited his interaction with clients. During a short time working as a New Business Consultant for the San Antonio Spurs, he realized his true passion for building meaningful professional relationships and helping high net worth and ultra-high net worth families pursue their financial goals. Over the following six years at Merrill Lynch, Marcus went on to become one of a few financial advisors to complete the rigorous Practice Management Development Program, where he also earned an Excellence Award for being in the top quintile of that elite group. He served many families as a Global Wealth & Investment Management Financial Advisor and was awarded on three different occasions for collaborating across the organization to provide a wide range of investment solutions for his clients. That desire to help clients succeed led to Marcus being ranked number one in the region among his peers immediately preceding his transition to Snowden Lane.

Marcus works with a select group of clients to deliver “Techtonic Private Wealth Management” which he defines as, “the extensive use of technology and personal attention to cultivate intimate professional relationships and provide a financial advisory experience that is a major shift away from both the boring norm and the robotic trend.” He works hard to gain a deep understanding of each family’s entire financial situation and what financial success looks like to them. This allows him to provide comprehensive, tailored investment strategies that can be adapted as needed during frequent contact with clients.

Marcus earned a Bachelor of Arts Degree from Texas A&M University in 2007. He and his wife currently live in Helotes, TX with their three sons. As a lifelong San Antonio resident, Marcus is passionate about giving back to his community and served as a member and Past President of the San Antonio Airport Rotary Club. He is also a former board member of the Network For Young Artists and is a member of LOOP SA – a Leadership Organization of Professionals. Marcus enjoys spending time with his family and friends, coaching tee ball, craft beer, tailgating, and sporting events, particularly college football and Spurs games.

Keith is a Senior Client Relationship Manager and Operations Associate who brings over ten years of financial services industry experience to his role at Snowden. He provides daily operational support for client accounts and strives to ensure all needs are met timely and accurately.

Prior to joining Snowden Lane Partners, he was a founding partner of Financial Transition Services (FTS) where he had the opportunity to work with several Snowden Advisor’s to ensure a smooth transition of their client’s assets. Keith’s time in his consulting role has provided valuable insight into client needs and an understanding of the high level of customer service required. In addition to his 10 years of consulting work through FTS, Keith also has 14 years working with the Best Buy company in several positions including, District Services Manager and managing the Geek Squad’s Mountain West States Division.

Keith is a San Antonio native and resides in Boerne with his wife Betsy and two sons, Hudson and Grayson. His interests include home automation, high-end audio & video and spending time outdoors fishing and camping.