Press Release – Loretta and Bob Hoffman Join Snowden Capital Advisors’ Pasadena Office
Snowden Capital Advisors LLC (“Snowden”), an independent, advisor-owned, wealth advisory firm dedicated to providing client- focused advice in a values-driven culture, today announced that Loretta and Bob Hoffman have joined the firm’s Pasadena, California office, as Partners and Private Wealth Advisors. The Hoffmans join from Merrill Lynch, where they were financial advisors for 19 years. Both advisors hold the Chartered Retirement Planning Counselor (CPRC) designation. Loretta Hoffman served in a dual capacity as branch manager of the Merrill Lynch office in Arcadia for the last 13 years.
Snowden’s Chairman, Lyle LaMothe, said, “We are thrilled that another team of veteran advisors has decided to join our growing partnership. The Hoffmans share our belief that clients are best served in a high touch independent environment and not a big bank. We expect more advisors will make the same decision as we demonstrate the benefits of our full service model and our client-centric culture.”
Snowden is a nationally branded, open-architecture, “Hybrid” registered investment adviser and broker-dealer that provides wealth advisory services to individuals, families, and institutional clients.
Snowden is led by an experienced team of industry executives, including Lyle LaMothe, Chairman of the Board of Directors, Rob Mooney, Managing Partner and CEO, and Greg Franks, Managing Partner and President, who are dedicated to building a client-focused, nationally branded, boutique wealth advisory partnership. Snowden is headquartered in New York City and operates an SEC registered investment adviser and affiliated broker-dealer. Snowden provides a multi- custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. It further provides full operational, finance, compliance, human resources and financial advisor transition support to its financial advisors and is managed by a highly experienced management team.
Snowden Capital Advisors