Phillip I. Pedrena Senior Partner, Managing DirectorPhillip is a Senior Partner and Managing Director at Snowden Lane Partners. He joined Snowden in 2014 from Merrill Lynch where, as Assistant Vice President, he designed and implemented investment and wealth management planning portfolios for Merrill Lynch’s private clients, since 2008. Prior to Merrill Lynch, in a similar capacity, Phillip built tactical and strategic financial management strategies for high net worth clients ranging from investments, access to banking products, estate planning and philanthropic services for Morgan Stanley. He utilizes technical analysis and asset allocation models while taking into consideration the individual client’s risk tolerance, investment objective, and time horizon. Phillip lives in Manhattan and is actively involved with the Central Park Conservancy.
Veritas Private Wealth Management Group
New York, NY