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WealthManagement.com – Morgan Stanley VP Joins Snowden Lane

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Michael Mahoney, former vice president and financial advisor at Morgan Stanley, has left the wirehouse for Snowden Lane Partners, according to a press release from the RIA. Mahoney specializes in financial planning-based asset management as well as estate planning and wealth transfer for high-net-worth investors. He’ll join Snowden Lane’s $350 million VERITAS Private Wealth team as… View Article

Press Release – Snowden Lane Partners Welcomes Morgan Stanley Advisor, Michael Mahoney, as Partner, Managing Director

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Joins Snowden Lane’s $350 million VERITAS Private Wealth in NYC NEW YORK, November 7, 2016 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Michael Mahoney, formerly of Morgan Stanley, has joined the firm’s New York City based VERITAS Private Wealth as… View Article

Press Release – Snowden Lane Partners Taps Former JP Morgan Advisor as Managing Director, Private Wealth Advisor

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30-Year Industry Vet Joins Snowden Lane’s $350 million Harbor Wealth Management Group in Baltimore, MD NEW YORK, September 15, 2016 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that industry veteran Dave Woolford, formerly of J.P. Morgan Securities, has joined the firm… View Article

Understanding Fiduciary Standards: Financial Planning (Part 2)

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Once you have engaged the financial advisors of your choice, based on some of the criteria I outlined in Part 1, here is a nine-point checklist to gauge whether your financial advisors are earning their fees. They care more about you and your money than anyone who doesn’t share your last name. They continually confirm… View Article

Press Release – Snowden Lane Partners' Keith Mayo, Alex Bryer Named Five-Star Wealth Managers for Washington, D.C., Area

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Mayo-Bryer Group Lands in Newly Remodeled Bethesda, MD, Client Center NEW YORK, August 1, 2016 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that the leaders of the firm’s Mayo-Bryer Group and managing directors, Alex Bryer and Keith Mayo, were named Five… View Article

FundFire – Snowden Lane Hires Merrill Lynch Advisor

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Snowden Lane Hires Merrill Lynch Advisor By Tim Sturrock July 19, 2016 Independent wealth shop Snowden Lane Partners has hired a financial advisor who had $180 million in client assets under management for Merrill Lynch. Sam DeGennaro joins the firm’s New Haven, Conn. office and specifically joins the advisor team of Kevin Guth and Steven… View Article