The Upland Group

West Lebanon, NH

Deliver excellence through our thought process and investment action.

The Upland Group

West Lebanon, NH

The Upland Group

West Lebanon, NH

The Upland Group

West Lebanon, NH

The Upland Group

West Lebanon, NH

“We are your portfolio managers, not simply middlemen between the client and the portfolio manager”

Our Mission:

Deliver excellence through our thought process and investment action:

  • Accurately assess each client’s true objectives and translate them into capital market exposure that strives to effectively achieve these goals
  • Consistently fulfill the highest standards in client communication in terms of timeliness, education, and relevance

Be your primary financial advisor/portfolio manager:

  • Whether you have one or several advisors, we understand that most affluent investors have a fundamental need for a loyal and trusting relationship with one go-to financial advisor
  • We can work with you under either scenario, but strive to be that key financial advisor

What Differentiates the Upland Group?:

  • We are your portfolio managers, not simply middlemen between the client and the portfolio manager
  • We have 60* years of combined backgrounds in research, strategy, and security analysis
  • Past positions* include: President and CEO of asset management firm, Director of Research, Chief Investment Officer, and Senior Portfolio Manager

Our Investing Mindset

Our team has two main investing strategies, Growth and Balanced, both utilize a core equity approach where return objectives are less benchmark oriented, but rather more personalized, specifically to help meet client risk aversion and income needs.

Security selection includes

  • Top down and bottom-up analysis
  • Seeking growth-at-reasonable prices
  • Tactical Asset Allocation

We Avoid Attempts to Generate Returns From

  • Shorting
  • Foreign debt as a direct holding
  • Leverage Stock

Characteristics We Typically Avoid

  • Story stocks with no history of earnings
  • Excessive valuations
  • Over leveraged balance sheets

Learn More About Working with the Upland Group

The Upland Group at Snowden Lane Partners

Recent Insight

Meet our Team

R. Stephen Bartholow Jr.

Senior Partner and Managing Director
R. Stephen Bartholow Jr. is a Senior Partner and Managing Director at Snowden Lane Partners. Prior to Snowden Lane, Stephen was co-founder of the Upland Group at Morgan Stanley. Stephen shares the roles Portfolio Manager, Financial Advisor and works as an investment strategist to help clients meet their objectives. As a result of his time as Chief Investment Officer at Carret Asset Management, and as Portfolio Manager for Cowen Asset Management, a division of Cowen & Co he has extensive experience serving high net worth clients and institutional accounts.

Stephen graduated from Southern Methodist University in 1988 with a BS in Economics and Finance. He is a member the investment committee of the Stony Brook School Endowment Funds, serving as their Chairman for several years. Stephen enjoys tennis, cycling and sporting clays.

Coe Kerr

Partner and Managing Director
Coe Kerr is a Partner and Managing Director at Snowden Lane Partners. Prior to Snowden Lane, Coe was co-founder of the Upland Group at Morgan Stanley. Coe shares the roles of Portfolio Manager, Financial Advisor, and works as an investment strategist for the team.

Coe has nearly 40 years of diverse experience in the financial services industry, including portfolio management, investment research and equity analysis. He spent 12 years working for Carret Asset Management as a Senior Portfolio Manager, and President and CEO for six years. Prior to that, he was a Portfolio Manager for H.G. Wellington & Co. working with private clients, and Director of Research for Tucker Anthony, including serving on the Executive Committee and the Board of Directors. He has also worked as an equity analyst for firms including Lehman Brothers, Kuhn Loeb, Pain Webber Mitchell Hutchins and Dean Witter Reynolds.

Coe graduated from Boston University in December 1972 with a BA in History. He was the Treasurer of the Waterfowl Research Foundation, and enjoys gardening, sporting clays and restoring boats.

Stephanie Young

Senior Client Relationship Manager and Financial Planning Specialist
Stephanie Young is a Senior Client Relationship Manager and Financial Planning Specialist at Snowden Lane Partners. She is responsible for the day-to-day operations of the team. Stephanie manages client account maintenance as well new client relationships and operational procedures. She holds the FINRA Series 7, 31, 66 and Health/Life/Annuity Licenses. Prior to Snowden Lane, Stephanie held a similar role at Morgan Stanley for over ten years.

Previously, Stephanie worked in the Financial Aid Department at Champlain College in Burlington, Vermont. Stephanie enjoys gardening, reading, and hiking.

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