Press Release – Snowden Lane Partners and Kestrel Capital Announce Strategic Alliance

October 2019 - Press Release

Dublin, Ireland based Kestrel and Snowden Lane will cooperate with respect to cross-border business development

NEW YORK – October 3, 2019 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced a strategic cooperation alliance with Dublin, Ireland based Kestrel Capital, an independent wealth advisory firm that advises high net worth individuals, family offices, corporations, charities and retirement plans.

Snowden Lane and Kestrel Capital will seek to expand their respective service capabilities and refer clients to one another where there may be an opportunity to develop and strengthen business relationships. By virtue of its authorization by the Central Bank of Ireland and the U.K. Financial Conduct Authority, Kestrel Capital has and will retain its “single passport” and ability to do business in both the United Kingdom and the European Union. Snowden Lane affiliates are authorized to do business in the U.S.

John Crowe, Partner and Chief Executive Officer of Kestrel Capital, stated, “There are many business executives and their families from the U.S. residing in Ireland who can benefit from cross-border advisory capabilities, and more families with children residing abroad that present complex cross-border estate planning challenges. This alliance will enable us to ensure they are receiving comprehensive professional advice whether they reside in the U.K., Ireland, the E.U. or the United States.”

Rob Mooney, Managing Partner and Chief Executive Officer of Snowden Lane added: “In many ways, the world is still becoming a smaller place, and we believe a strategic relationship with a reputable advisory firm like Kestrel Capital is very valuable as we look to develop our business outside the U.S.”

Lyle LaMothe, Snowden Lane’s Chairman, added, “We’ve known John and his firm for some time and see a real potential to develop new relationships by way of referral, as well as to facilitate servicing existing cross-border clients and their families.”

Since its founding in 2011, Snowden Lane has rapidly built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James and Wells Fargo, among others. The firm has 10 offices around the country, including Pasadena and San Diego, CA; New Haven, CT; Coral Gables, FL; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; as well as its New York City headquarters. In 2019, the Financial Times named Snowden Lane to its elite FT 300 list for the fifth straight year, recognizing it as one of the top independent RIA firms in the U.S. A number of the firm’s advisors have been recognized as FT 401 Top Retirement advisors, and a number by Forbes/Shook as top state advisors.

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,
President & COO, 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 a 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.

About Kestrel Capital

Kestrel Capital is an independent, transparent, fee-only, investment advisory firm where the client
relationship is at the center of the process. Kestrel provides clear and objective investment advice to
high net worth individuals, family offices, corporations, charities and retirement plans.

The Kestrel model is built upon three pillars: bespoke advice, disciplined portfolio construction and
rigorous oversight.

Kestrel’s goal is to protect your assets and help clients secure financial independence by developing and
implementing customized wealth accumulation and preservation strategies.

Kestrel Capital is fully employee owned, creating a culture based on integrity, trust and teamwork. As
true partners – with each other and with our clients – we are able to put clients first. This focus, and our
independence, enables us to concentrate exclusively on understanding and meeting our clients’ unique
needs with the best possible solutions.

Kestrel Capital is a fully MiFID II authorized investment firm passported to provide investment advice
throughout the EU.

For more information about Kestrel Capital, please visit www.kestrel.ie

For more information about Snowden Lane, please visit www.snowdenlane.com.

Contact:
Reed Schneider
Water & Wall Group
212-343-2363
reed@w.group