Financial Advisor Magazine – $150M Wells Fargo Team Joins Snowden Lane Partners
Snowden Lane Partners, a New York City-based independent wealth advisory firm with a national footprint, has announced it expanded its presence in San Antonio with the addition of Hogan Eller Wealth Management Group.
Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan join the company from Wells Fargo. Hogan Eller handles retirement and estate planning, business services and 529 educating savings plans, and manages $150 million in client assets.
They will work alongside Snowden Lane’s existing San Antonio-based operation, the Strategic Management Group, which joined Snowden Lane from Merrill Lynch in 2017.
Mark Hogan will be a senior partner and managing director; Eller will be a partner and managing director; Appleby will be the senior clients relationship manager and Josh Hogan serves as the investment and planning analyst.
Snowden Lane is a hybrid independent registered investment advisor and broker-dealer providing a multi-custodian, multi-currency and aggregated technology platform to financial advisors and clients. It has built its business by attracting advisors from Merrill Lynch, Wells Fargo, Morgan Stanley, UBS and JP Morgan. Beyond its headquarters, the firm has eight offices in five states, and a little more than $1.7 billion in regulatory assets under management.