Press Release – Caesar Cepeda Joins Snowden Capital Advisors’ Pasadena Office
Snowden Capital Advisors LLC (“Snowden”), an independent, advisor owned, wealth advisory firm dedicated to providing client-focused advice in a values- driven culture, today announced that Caesar Cepeda has joined the firm’s Pasadena, California office, as Vice President and Private Wealth Advisor. Mr. Cepeda joins from Merrill Lynch, where he was a financial advisor for 26 years.
Snowden’s Managing Partner and CEO, Rob Mooney, said, “We are pleased that another advisor who shares our values has joined our growing team. We look forward to further expansion as we demonstrate the benefits of our full service model and our client-centric culture.”
Snowden is a nationally branded, open-architecture, hybrid registered investment adviser and broker-dealer that provides wealth advisory services to individuals, families, and institutional clients.
Snowden is led by an experienced team of industry executives, including Lyle LaMothe, Chairman of the Board of Directors, Rob Mooney, Managing Partner and CEO, and Greg Franks, Managing Partner and President, who are dedicated to building a client-focused, nationally branded, boutique wealth advisory partnership.
Snowden is headquartered in New York City and operates an SEC registered investment adviser and affiliated broker-dealer. Snowden provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. It further provides full operational, finance, compliance, human resources and financial advisor transition support to its financial advisors and is managed by a highly experienced management team.