Articles from Snowden Lane Partners

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Joe Bernheimer has joined the firm as Senior Partner and Managing Director from Osaic. An industry veteran with $141 million in client assets, Bernheimer will establish a new office location in Metuchen, NJ.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it has been included in the Barron’s Top 100 Registered Investment Adviser Firms for 2025. This marks the sixth consecutive year that the firm has been recognized within the Barron’s rankings.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Rob Russak has joined the firm as Managing Director of Business Development from Merrill Lynch. In tandem with Russak’s appointment, Dana Crane will serve as Director of Recruiting.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it has redeemed a significant portion of the ownership stake held by its private equity sponsor, Estancia Capital Partners (“Estancia”). As a result of the transaction, remaining shareholders, including Snowden Lane advisors and employees, own approximately two-thirds of the firm.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of its Practice Continuation Plan, a retirement and monetization program now being offered to Snowden Lane’s advisors.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it has named Alex Bryer to the firm’s leadership team, where he will assume a key role in business development.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it has appointed Senior Partner and Managing Director, Armando Ureña, to the firm’s Operating Committee.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it has been included in the Barron’s Top 100 Registered Investment Adviser Firms ranking for the fifth consecutive year.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Felipe Torres has joined the firm as a Managing Director in the Ureña Wealth Management Group, based in Snowden Lane’s Coral Gables office.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that 10 of the firm’s financial advisors have been recognized by AdvisorHub in the publication’s 2024 Advisors to Watch ranking, marking a new record for the firm:

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Jaime Sanchez Yarza has joined the firm as a Senior Partner and Managing Director, alongside Jose Andres Ramirez, Portfolio Director and Senior Client Relationship Manager, and Paula Andrea Gonzales, Group Director and Senior Client Relationship Manager.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that seven of the firm’s financial advisors have been named to the 2024 Forbes/SHOOK Best-In-State Wealth Advisors list.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Ornella and Brian Solomon have joined the firm as Managing Directors, based in Snowden Lane’s New York City headquarters. Together, the mother-son wealth management team will form The Lewis-Solomon Group with $208 million in client assets and have chosen Charles Schwab as their custodian.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Alison Burkett and Joe Raieta have been appointed to the newly-created positions of Executive Vice President.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Ron Zuckerman and John Paul (“JP”) McManus have joined the firm, forming the Zuckerman McManus Wealth Advisory Group. Together, they will lead the opening of Snowden Lane’s 15th office location in Boca Raton, Florida.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Christian Silva Lima Gherardi, an industry veteran with nearly 30 years of experience, has joined the firm as a Partner and Managing Director. Gherardi will be joined by Pedro Pelaez, who will serve as a Private Wealth Advisor.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Schuyler Cayton has joined the firm as Partner and Managing Director. He will be joined by his father, Wendell Cayton, who will serve as Partner and Managing Director, in addition to Senior Client Relationship Manager, Erika Winters.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that former Merrill Lynch Vice President William H. “Trey” Jones III has joined the firm as a Partner and Managing Director, and will form The Jones Group with $230 million in total client assets.

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 Torres Group has joined the firm with $200 million in client assets under advisement.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it has been included on the Barron’s list of the Top 100 Registered Investment Adviser Firms, which showcases the top independent RIA firms nationally.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that eight of the firm’s financial advisors have been recognized by AdvisorHub in the publication’s 2023 Advisors to Watch ranking:

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Douglas J. Gill has joined the firm with $420 million in assets under management.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Alex Bryer and John DiCiaccio have been named to the 2023 Forbes/SHOOK Best-In-State Wealth Advisors list.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Eduardo Alvarez Andreu has joined the firm with $132 million in client assets.

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 Upland Group has joined the firm and will open a new office in Lebanon, New Hampshire, Snowden Lane’s 13th office nationwide.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, together with Snowden Lane’s private equity partner, Estancia Capital Partners (“Estancia”), today announced that Snowden Lane secured a new $100 million credit facility.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Robert Bowman, previously a Private Wealth Advisor with the firm’s Sound Advisory Group, has been promoted to Senior Partner and Managing Director. Bowman will remain based in Snowden Lane’s New Haven office. Additionally, the Sound Advisory group added Brian Weyrauch as a Client Relationship Manager to accommodate the Sound Advisory Group’s continuing growth.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it has been included in the Barron’s list of the Top 100 Registered Investment Adviser Firms. This is the third consecutive year that Snowden Lane has been named to the list, which showcases the top independent RIA firms nationally.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced Jackie Green has joined the firm as Senior Partner and Managing Director, where she will form The Green Group.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced Al Jacobi has joined the firm as Senior Partner and Managing Director, from Fieldpoint Private.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that veteran wealth advisor, Tom Hakala, has joined the firm as Partner and Managing Director.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced Luis Miguel Gonzalez Ocque has joined the firm as a Senior Partner and Managing Director.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, and one of the fastest-growing RIAs in the category, together with Snowden Lane’s majority investor, Estancia Capital Partners (“Estancia”), today announced that Snowden Lane secured an expanded $50 million credit facility from ORIX Corporation (“Orix”). This marks the second time Snowden Lane expanded its Orix relationship since securing an initial facility in 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 former Fieldpoint Private Managing Director and Senior Advisor, Thomas Conway, has joined the firm to lead the latest wealth management team to join the fast-growing RIA.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that John DiCiaccio and Alex Bryer have been named to the 2022 Forbes/SHOOK Best-In-State Wealth Advisors list.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Andrew Randak has joined the firm as Senior Partner and Managing Director, alongside his colleagues, Nicole Boutmy de Katzmann and Kristian Sedeño, both of whom joined as Managing Director and Partner.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Tyler Catalano has joined the firm as Vice President and Senior Portfolio Consultant.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the formation of The Heitner Group, the latest wealth management team to join the fast-growing hybrid RIA.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it has been named to the Barron’s list of the Top 100 Registered Investment Adviser Firms. This is the second year in a row that Snowden Lane has been included in this list, which recognizes the top independent RIA firms across the U.S.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Paula Oddone has joined the firm as Partner and Managing Director.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of The Esses Group, a new wealth management team that is forming at the fast-growing RIA.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of a new advisory team based in their New York City headquarters.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that former Wells Fargo financial advisor, Marivi Rodriguez, has joined the firm as a Partner and Managing Director. Based out of Snowden Lane’s growing Coral Gables office, the veteran advisor is being joined by Client Relationship Manager, Raul Ciauhat, where they will be forming a new team at the firm.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Doug Flaherty has joined the firm as Managing Director, Northeast. He will be based in Snowden Lane’s NYC office and focus principally on recruitment, as the firm looks to build on its strong growth and momentum.

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of a new advisory team consisting of four former Wells Fargo financial advisors and three client relationship managers. Branded as the 540 Madison Wealth Advisors Group, the new team will be based in Snowden Lane’s New York City headquarters and is just the latest group of international advisors to join Snowden Lane as the firm continues to cement itself as the leading RIA for advisors managing international wealth.