January 2015

FundFire – Merrill Team Managing $225M Goes Indie

A two-person advisor team managing $225 million at Merrill Lynch has switched firms for Snowden Lane Partners.

Robert Feldman will join as partner and managing director and Donna Bowler will join as private wealth advisor. They will be based in Snowden Lane’s recently opened Pittsburgh office.

Feldman joined Merrill in 2006, and before that he worked since 1993 as an advisor for Advest in Hartford, Conn., according to Financial Industry Regulatory Authority (FINRA) BrokerCheck data.

Bowler has also worked as an advisor since 1993, according to FINRA data, during which time she has worked for a number of firms, including Wells Fargo, UBS, Prudential and Charles Schwab. She has been registered as a broker for Merrill Lynch since April 2013.

 


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