Press Release – Snowden Lane Partners Adds Financial Advisor In New Haven, Connecticut Office
NEW YORK, March 21, 2016 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Private Wealth Advisor Kieran Doherty of Morgan Stanley has joined Snowden Lane’s New Haven, Connecticut office.
Kieran joins the Guth / Fordyce Group and will work on the team of now eight professionals led by Partners and Managing Directors Kevin Guth and Steve Fordyce.
Said Mr. Guth: “Kieran has a strong financial services background, most recently in private wealth advisory at Morgan Stanley and before that at Deutsche Bank. We know his capabilities will have a significant impact on our business.”
Said Mr. Fordyce: “Kieran understands the value of relationships in our community and has deep ties with his clients. We are excited for him to be a key contributor to our group.”
Robert Bowman, a Managing Director and Partner at Snowden Lane said: “Kieran is exactly the type of financial advisor we want to add to our existing teams at Snowden Lane Partners. He has terrific credentials and relationships. His arrival demonstrates the broadening appeal of our full-service partnership to financial advisors at many different firms.”
The Guth / Fordyce Group focuses on goals-based investing and helping clients achieve their dreams, whether a gratifying retirement, education for their children, a lasting family legacy or meaningful philanthropic endowment.
The New Haven office is at 265 Church Street.
About Snowden Lane Partners
Snowden Lane is a nationally branded, open-architecture, hybrid registered investment advisor and broker-dealer that provides wealth advisory services to high net worth individuals, families, and institutional clients.
Snowden Lane 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 Lane is headquartered in New York City and operates an SEC registered investment adviser and affiliated broker-dealer. Snowden Lane 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.
References to both “Snowden Lane” and “Snowden Lane Partners” are references to Snowden Capital Advisors LLC, an investment adviser registered with the U.S. Securities and Exchange Commission, and its affiliated entities.
For more information about Snowden Lane, please visit www.snowdenlane.com.