CHICAGO, IL –November 9, 2020 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Luis Vegas has joined the firm in its Chicago office. Luis Vegas joins Snowden Lane as a Senior Partner and Managing Director from J.P. Morgan Securities. He and… View Article
Snowden Lane says it poached another financial advisor from Merrill Lynch. Daniel Rodriguez joins Snowden Lane’s Coral Gables, Fla., office as a partner and managing director, according to a press release from the firm. He previously managed $84 million at Merrill Lynch, Snowden Lane says. Rodriguez is joined by Tatiana Martinez-Ventura, senior registered client relationship… View Article
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
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
Snowden Lane Partners, a hybrid RIA headquartered in New York City, has hired two teams of former Merrill Lynch advisors with a combined total of $344 million in client assets under management (AUM) to staff its first Florida office in Coral Gables. Owen Parr and Francisco Murillo will operate as partners and managing directors of… View Article
CORAL GABLES, Fla – June 11, 2019 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the opening of its newest office in Coral Gables, making it their 10th U.S. location and first in Florida. The firm has recruited several new advisors who’ll… View Article
“미국 웰스매니지먼트(Wealth Management·자산관리) 시장에 지각변동이 일어나고 있습니다. 수년 내로 인공지능(AI), 빅데이터, 머신러닝이 뒷받침된 `로보어드바이저`가 웬만한 자산관리 전문가들을 대체하겠지요. 결국 부유층 위주로 특화된 서비스를 제공하는 자산관리 전문회사만 살아남을 겁니다.” 피터 황은 미국 자산관리 업계에서 몇 안 되는 한국계 고위 인사다. 삼성증권 뉴욕법인장과 뱅크오브아메리카(BoA)메릴린치의 자산관리 부문 부사장을 역임하면서 한껏 주가를 높였던 그는 지난 8월 새 둥지를 틀었다…. View Article