Julian Esses Private Wealth AdvisorJulian is a Private Wealth Advisor at Snowden Lane Partners, where he provides advisory, brokerage, and investment management services to his group’s wealth advisory clients. He joined Snowden Lane as part of The Esses Group in 2023.
Julian focuses on crafting tailor-made financial advice based on a deep understanding of each client’s situation, requirements, and goals.
Prior to joining Snowden Lane Partners, Julian was an Associate at Lazard’s investment banking division, where he covered the Central America & Caribbean region. He was also part of Lazard’s Latin American Financial Institutions Group, providing financial advisory services to banks, insurance companies, wealth managers, and fintech companies across Latin America ex-Brazil & Mexico.
Julian became a CFA® Charter holder in August 2022. He holds Series 7 and Series 66 licenses and has a BA from Universidad Torcuato Di Tella in Buenos Aires.
The Esses Group
Miami, FL