A round-up of the latest people moves and M&A deals in North America People moves Pacific Life The US life insurer has named Alessandro Papa as chief risk officer. Papa joins from MetLife, where he served as chief of staff to the president and chief executive. Summit Financial The financial services firm has added Ed… View Article
By Janet Levaux Snowden Lane picks up a Merrill Lynch advisor, as movement from the wirehouses continues during the COVID-19 crisis. Two veteran financial advisors left Morgan Stanley to join Ameriprise Financial’s employee channel with $321 million in client and institutional assets. The team includes Ron Phelps and Jacob Hamus, who spent 24 years… View Article
CORAL GABLES, Fla.–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Daniel J. (“Danny”) Rodriguez has joined the firm in its Coral Gables office as a Partner and Managing Director. Rodriguez is an industry veteran with over three decades of experience advising… View Article
By Joyce Blay Industry veteran Daniel (Danny) Rodriguez has joined Snowden Lane Partners in its Coral Gables, Fla., office as partner and managing director, the company announced today in a news release. Rodriguez, with more than three decades of experience advising clients, joins the firm from Merrill Lynch, where he managed $84 million in client… View Article
by Mason Braswell Two wirehouse brokers have changed jerseys this week, despite the suppressed environment for broker recruiting. In Coral Gables, Florida, 32-year industry veteran Daniel J. Rodriguez left Merrill Lynch to join Snowden Lane Partners on Monday, along with a client associate. He was managing about $84 million of client assets, according to Snowden,… View Article
Danny Rodríguez y Tatiana Martinez-Ventura se han unido a la oficina de Coral Gables de Snowden Lane Partner Antes en Merrill Lynch Supervisaba una cartera de 84 millones de dólares en activos de clientes Daniel J. (“Danny”) Rodríguez, hasta ahora vicepresidente senior en Merrill Lynch, donde supervisaba una cartera de 84 millones de dólares en… View Article
NEW YORK-Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it has been named to the Financial Times (FT) 300 Top Registered Investment Advisers list for the fifth consecutive year. The list recognizes top independent RIA firms across the U.S. With 10 offices in California, New York,… View Article
Independent advisory firm Snowden Lane Partners has hired four international advisors from Merrill Lynch overseeing a combined $344 million in assets, the firm’s first deal of 2019. Ex-Merrill brokers Owen Parr, Francisco Murillo, Arnaldo Rego and George Arias will all join Snowden Lane’s new office in Coral Gables, Fla., the firm’s 10th location. Parr and… View Article
Snowden Lane Partners, a New York-based wealth advisory firm, expanded into Florida with the opening of a new office in Coral Gables. The firm hired two teams of former Merrill Lynch advisors with a combined $344 million in client assets under management to staff the Coral Gableslocation. Rob Mooney, Snowden Lane‘s managing partner and CEO, said establishing a presence… View Article
Wealth advisory firm Snowden Lane Partners has established its first office in Florida. Located in Coral Gables, the new location is the firm’s tenth office in the US. The firm also has offices in New York, which serves as its base, as well as Pasadena, San Diego, New Haven, Pittsburgh, Baltimore, Salisbury, Bethesda, and San… View Article