Press Release – New Haven Advisor Team Joins Snowden Capital Advisors
Guth-Fordyce Team joins Snowden in Connecticut
Snowden Capital Advisors LLC, an independent, advisor owned, wealth advisory firm dedicated to providing client-focused advice in a values- driven culture, today announced that the Guth-Fordyce Team has joined the firm. The team includes Managing Directors and Private Wealth Advisors, Kevin Guth and Stephen Fordyce, CFP, who have become Snowden partners, and Jeremy Soboleski, Private Wealth Advisor.
Snowden is a nationally branded, registered investment adviser and broker-dealer that provides wealth advisory services to individuals, families, and institutional clients.
The Guth-Fordyce team joins from Merrill Lynch and is opening a new Snowden office in New Haven, Connecticut.The team manages approximately $500 million of client assets.
Snowden Managing Partner and CEO, Rob Mooney, said “When the Guth-Fordyce team approached us we immediately recognized they represent the type of collaborative, ‘culture carrying’ advisors that Snowden wants to attract. They are client-focused and have a strong belief in their ability to help build a values-driven, independent firm.”
Managing Director and Partner, Kevin Guth, said “Snowden is very attractive to advisors who seek independence and the security of working with a trusted and experienced management team in a full service platform.”
Managing Director and Partner, Stephen Fordyce, added “We are excited to join a firm that is owned by advisors and has been purpose built to serve our client base.”
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 advisor transition support to its advisors through a highly experienced management team.