Hybrid Hogan Eller Wealth Management in San Antonio, Texas, affiliates with New York firm A seven-person team managing $150 million at Wells Fargo in San Antonio, Texas, has formed a hybrid firm and affiliated with New York-based Snowden Lane Partners. Led by Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan, the Hogan Eller Wealth… View Article
The Hogan Eller Group expands the firm’s San Antonio Office NEW YORK, June 22, 2018 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan of the Hogan Eller Wealth Management Group have… View Article
How financial advisors can assist married couples that are fiscal unequals. By Michelle Arpin Begina and Maureen Kelley The dialogue about money has shifted for women and the tone of their voices has changed. No longer is the focus specifically on how to manage finances and make educated investment decisions. Women are having a… View Article
NEW YORK, February 22, 2018 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that five of its advisors have been named to the 2018 Best-In-State Wealth Advisors list by Forbes. The advisors named are: Alex Bryer, Senior Partner and Managing Director in… View Article
Sharon Reese to join The Feldman Group as Partner and Director NEW YORK, November 2, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Sharon Reese will join the firm as a Partner and Director in The Feldman Group in Pittsburgh,… View Article
NEW YORK, September 27, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Kevin Guth, Senior Partner and Managing Director in New Haven, CT, and Alex Bryer, Senior Partner and Managing Director in Bethesda, MD, have been named to the 2017… View Article
Strategic Management Group joined Snowden Lane in April New addition brings team’s total client assets to $210 Million NEW YORK, June 5, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the addition of a former Merrill Lynch advisor to its newly… View Article
By Murray Coleman May 11, 2017 After a string of back-to-back years in mergers and acquisitions activity by independent RIAs, one group of M&A competitors is looking particularly trigger happy. So-called consolidators – who specialize in buying rivals in small bites or swallowing them whole – are starting to “flex their muscles” as dealmakers, says… View Article
Shari Biediger – May 2, 2017 Fast-growing Snowden Lane Partners, an independent wealth advisory firm with more than $3.3 billion in client assets, has added a San Antonio team to its roster of advisor groups. Larry Barocas, a former Bank of America Merrill Lynch vice president, will lead the local team, known as Strategic Management Group…. View Article
By Tobias Salinger May 1, 2017 Two Merrill Lynch advisers with $150 million in client assets bolted to launch Snowden Lane Partners’ ninth branch. Larry Barocas and Debbie Ury of the Strategic Management Group opened the hybrid broker-dealer and RIA’s San Antonio office on Wednesday, according to Barocas. Snowden Lane has hired at least seven… View Article