On Wall Street – Advisors on the Move: $225M Merrill Team Joins Snowden Lane
Image: Robert Feldman
A Merrill Lynch team managing $225 million in client assets left the wirehouse to join independent firm Snowden Lane Partners.
The team, known as the Feldman Group, opened Snowden’s newest office in Pittsburgh, making it the firm’s fifth office.
The group consists of Robert Feldman, a partner and managing director, and Donna Bowler, a private wealth advisor.
Feldman started his advisory career in 1993 with Advest, according to FINRA records. He stayed with Advest through that firm’s acquisition by Merrill in 2006. Bowler earned her Series 7 in 2007. She had been with Merrill since 2013.