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Great to see Armando Ureña join Jenna Dagenhart for this Asset TV segment to chat about Snowden Lane’s philosophy, investment approach, and long-term growth trajectory! Click through below for the full segment! Meet The RIA: Snowden Lane Partners
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NEW YORK–(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 seven of the firm’s financial advisors have been named to the 2024 Forbes/SHOOK Best-In-State Wealth Advisors list. “It’s always humbling to be recognized by a quality publication such as Forbes” The sixth annual iteration… View Article
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Firm Veterans, Alison Burkett and Joe Raieta, Have Been Appointed as Executive Vice Presidents Burkett and Raieta Will Join the Firm’s Expanded Executive Committee NEW YORK–(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 Alison Burkett and Joe Raieta have been appointed… View Article
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The seventh breakaway advisor to join Snowden Lane this year, William “Trey” Jones III managed $230 million at Merrill Lynch. Ali Hibbs | Nov 13, 2023 Snowden Lane announced it has recruited its seventh advisor and more than $1 billion in client assets in 2023. After passing $10 billion in total client assets over the summer,… View Article
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As the RIA space has become more professionalized, so has the organizational design of top firms. Diana Britton | Sep 29, 2023 Over the last 10-15 years, the registered investment advisor space has evolved significantly. Back then, many of these firms were operating as siloed, one-or-two person shops, without much infrastructure or complexity behind them…. View Article
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Michelle Arpin Begina, a Senior Partner and Managing Director in our New York office, recently delivered her first TEDx Talk. Follow the link below to view Michelle’s compelling presentation about the importance of having sensitive money conversations and how they can improve individuals’ financial well-being. Video Link
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Led by Thomas Conway, The Conway Group Is the Third Team to Join the Firm In Recent Weeks NEW YORK–(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 former Fieldpoint Private Managing Director and Senior Advisor, Thomas Conway, has… View Article
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By Bailey McCann The pandemic has pushed public and private sector leaders to focus on ESG concerns and improve governance to attract investment. Latin America has been one of the areas hardest hit by the pandemic. Dense population centers, extreme wealth inequality and inconsistent access to basic services including healthcare allowed Covid-19 to spread rapidly. The… View Article
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Snowden Lane’s Rob Mooney discusses the major changes in the wealth management landscape including the navigation of M&A and various client acquisition strategies. By Mark Bruno Listen Here As the independent and RIA channels have grown and become more influential, the challenges and opportunities aligned with running your own businesses have grown significantly in recent… View Article
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By Kat Tretina, John Schmidt Stocks offer hard-to-beat returns in exchange for volatility, whereas investment grade bonds provide your portfolio with the balance you need to achieve your long-term investing goals. What Are Investment Grade Bonds? Investment grade bonds are corporate and government debt that bond rating agencies judge as very likely to be paid back, with… View Article