The OSM Global Wealth Management Group

Jorge Silva, CFP® Senior Partner, Managing DirectorJorge Silva is a Senior Partner, Managing Director at Snowden Lane Partners and founding team member of the OSM Global Wealth Management Group. He began his career in financial services in 1994 with Pacific Life Insurance Company in Newport Beach, California. He serviced and marketed their suite of variable annuities to financial advisors located in the southeast and Florida. He obtained the required licensing with the series 7 & 63. At Pacific Life he was exposed to the many facets of financial services, including client service and marketing, global markets and relationship building. He was hooked and realized a career in financial services was the path to follow. Over the past 27 years Jorge has gained extensive knowledge and experience of capital markets, banking and wealth management.

Jorge has dedicated the last 14 years to advising individual clients, families and businesses in accumulating and managing wealth. He brings his experiences as an international advisor to an affluent clientele residing domestically and abroad. Most recently Jorge was a Private Client Advisor in the New York office of Wells Fargo Advisors since 2018. Prior to arriving at Wells Fargo, Jorge was with JP Morgan Securities in their International Financial Services division since 2009. He began his financial advising career with Merrill Lynch through their Paths of Achievement training program.

Above all Jorge values and appreciates the relationships forged with his clients. He understands that if all decisions are guided in their best interests everything else will fall into place.

In 2007 Jorge obtained an Executive Certificate in Financial Planning from Fordham University. Later that year he sat for the Certified Financial Planner (CFP) exam and obtained the designation in January 2008.

Jorge was born in Mexico and grew up in southern California. He moved to New York City 15 years ago and now resides in Westchester. He’s a passionate supporter of the cultural arts and donates to many worthwhile causes. Jorge enjoys traveling with family and friends, hiking, cycling and will admit to being an active political news follower.