Sound Advisory Group

New Haven, CT

“We work with our clients to help them visualize their goals and create a strategy to realize those goals.”

Welcome

We work with our clients to help them visualize their goals and create a strategy to realize those goals. Together, we navigate the ups and downs of life. It’s not easy, but with communication, planning and execution we can help them achieve their dreams, whatever they may be — a gratifying retirement, education for their children, a lasting family legacy or meaningful philanthropic endowment.

Our Team

Kevin Guth
Senior Partner, Managing Director

Kevin 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 after 16 years where he was part of the Guth-Fordyce team serving high net worth individuals and families.

Kevin helps clients achieve their financial and planning goals by combining a sophisticated and unique approach to money management with a detailed financial plan which covers all areas of their financial lives. Kevin’s training and experience in money management provides clients with a highly specialized asset management program designed to match clients’ specific goals. In an industry where the investment process is now considered a commodity because of widely used generic investment programs, Kevin’s team is passionate about their ability to manage money and to present truly unique and specific investment solutions.

Kevin holds the Series 7, Series 63 and Series 65 licenses and has a BA from the University of Connecticut. He lives in Clinton, CT with his wife Kellie and four children: Madeline, Hannah, Ella and Ryan.

Stephen Fordyce, CFP®
Senior Partner, Managing Director

Stephen 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. Stephen joined Snowden Lane from Merrill Lynch after 20 years, where he was part of the Guth-Fordyce team, specializing in meeting the unique needs of affluent individuals and families. Stephen’s responsibility on the team includes providing financial planning expertise.

Stephen holds the Series 7, Series 31, Series 63 and Series 65 licenses. He also holds the CERTIFIED FINANCIAL PLANNER™ designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a graduate of Middlebury College with a BA in Economics and an MBA in Finance from Sacred Heart University in Fairfield, CT. He currently lives in Killingworth, CT with his three daughters: Kayla, Kylie and Jillian.

Sam DeGennaro
Senior Partner, Managing Director

Sam 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.  Sam joined Snowden Lane from Merrill Lynch, where he was a First Vice-President.  Sam also held a similar position at Smith Barney from 1994 until 2007. Prior to entering the Financial Services industry, he worked in the New Haven area as an accountant, achieving the Certified Public Accountant designation.  Sam has expertise in tax planning, business and retirement plan consulting as well as financial planning.

Sam graduated from Gettysburg College in 1988 where he majored in both Business Administration and Classical Studies.  He lives with his wife, Laura, in Cheshire, CT with their two children. Sam enjoys hiking, gardening, cooking and birdwatching.

Kieran Doherty
Private Wealth Advisor

Kieran is a Private Wealth Advisor at Snowden Lane, where he brings a hands-on approach to help his clients successfully tackle their financial challenges. Kieran focuses on developing investment, income management, retirement planning and customized fixed income strategies for affluent individuals and families. Kieran started at Snowden Lane after spending four years at Morgan Stanley and brings over 10 years experience in the financial services industry. He spent over 7 years in Fixed Income Sales and Trading at Deutsche Bank, Janney Montgomery Scott, and First Albany Capital working with institutional clients.

Prior to joint Morgan Stanley, Kieran co-founded a Real Estate Investment Firm in New Haven, CT. Kieran holds the Series 7 and Series 66 licenses. A lifelong Connecticut resident, Kieran attended the Hopkins School in New Haven, CT for primary education and then attended the University of Pennsylvania in Philadelphia, PA. In his spare time Kieran enjoys golfing and spending time with his family. Kieran and his wife Kelly currently reside in Madison, CT with their two daughters Dylan and Gray.

Susan Lyon
Senior Client Relationship Manager

Sue is a Senior Client Relationship Manager at Snowden Lane, where she provides clients with best in class customer service on a daily basis – making their investing experience one of a kind.

Sue joined Snowden Lane from Merrill Lynch where she worked with the Guth-Fordyce team for 16 years, supporting clients and financial advisors. Prior to her career as a Client Associate, Sue worked in private banking for over 10 years. Sue enjoys spending time with friends and family, and currently resides in Wallingford, Connecticut with her dog Madison.

Megan Scotto
Registered Client Relationship Manager

Megan is a Registered Client Relationship Manager at Snowden Lane, where she provides clients with first class, hands-on customer service while supporting the Financial Advisors with research and trading needs. Megan brings knowledge of equities investments and acute attention to detail.

Megan joined Snowden Lane from Merrill Lynch where she was a member of the Guth-Fordyce team since 2012. Prior to moving to the Wealth Management arena, Megan worked in CCA Sales at UBS Investment Bank. Megan is Series 7, 63 and 66 registered and earned her BSBA in Finance and Business Law from Boston University. She lives with her husband Tony and son Jack in Wallingford, CT.

Robert J. Bowman
Registered Client Relationship Manager

Robert is a Registered Client Relationship Manager with the Sound Advisory Group. He joined the team in August of 2015 where he provides client service and supports the Financial Advisors with market research needs.

Robert received his bachelor’s degree from the University of New Hampshire in 2014 where he captained the football team and majored in Business Administration with a dual emphasis in Entrepreneurship and Management. He holds the Series 7 and Series 66 licenses. Robert lives with his dog Trooper in Cheshire, Connecticut.

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Sound Advisory Group
265 Church Street
Suite 1004
New Haven, CT 06502
203-413-9990

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