April 2014

Press Release – Subha Barry and Craig Pfeiffer join Snowden Lane’s Advisory Board

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 Subha Barry and Craig Pfeiffer have joined the firm’s Advisory Board.

Subha Barry is an industry consultant and former Senior Vice President / Managing Director and head of Diversity and Inclusion at Freddie Mac and Merrill Lynch. She is a former Merrill Lynch financial advisor and branch manager.

Craig Pfeiffer is Founder and CEO of Advisors Ahead LLC, a company that helps prepare college students for careers as financial advisors. He is a former Vice Chairman of Morgan Stanley Smith Barney, where he served in a number of senior executive management roles.

“We are thrilled to have two leaders of Subha and Craig’s caliber join our Advisory Board,” said Snowden’s Chairman, Lyle LaMothe. “As a firm, we are deeply committed to thought leadership and diverse perspectives.” Managing Partner and CEO, Rob Mooney, added, “Subha and Craig bring strong values and substantial industry experience from different backgrounds and will guide us as we build an inclusive, nationally branded and advisor-owned partnership.”

At Merrill Lynch, in addition to overseeing the firm’s Diversity and Inclusion Council and Advisory Board, Subha Barry created the Multicultural & Diversified Business Development Group that established Merrill Lynch as the preeminent wealth management firm among diverse and multicultural communities globally. Subha is also currently an Adjunct Professor at Columbia University’s School of International and Public Affairs and serves on the boards of Rutgers University, Rice University’s Business School, Princeton Hospital, and is Chair of the Rutgers Cancer Institute’s Director’s Advisory Council. She is a Senior Advisor to the Center for Talent Innovation and Asia Society’s Talent and Diversity and Inclusion Council.

In addition to his work with Advisors Ahead LLC, Craig Pfeiffer is President of Hohting Group LLC, an executive strategy firm focused on financial services insight, advice and leadership mentoring. He is a senior adviser to executive management at Broadridge Financial Solutions and serves on the board of PriceMetrix Inc. At Morgan Stanley Smith Barney and predecessor firms, among other roles, he led National Sales, Marketing Strategy and Client Communications, Desktop Technology, Financial Planning, Retirement Services, and Global Corporate Equity Solutions.

Subha and Craig join a distinguished group of Advisory Board members that include Bob Doll, Chief Equity Strategist and Senior Portfolio Manager of Nuveen Asset Management, Charles Widger, Executive Chairman, at Brinker Capital, Bob Caruso, Founder and Chairman of Impact Republic, and Reynold (Pete) Mooney, Senior Partner and Head of Global Life Sciences/Healthcare at Deloitte.



CONTACT:
Karly Obermaier
Snowden Capital Advisors
646-218-9761
kobermaier@snowdenllc.com