Press Release – Forbes Names Snowden Lane Partners’ Alex Bryer, John DiCiaccio, Kevin Guth, Phil Lazzari and Eric Watson Best-In-State Wealth Advisors
February 2018
NEW YORK, February 22, 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 five of its advisors have been named to the 2018 Best-In-State Wealth Advisors list by Forbes. The advisors named are:
- Alex Bryer, Senior Partner and Managing Director in Bethesda, MD
- John DiCiaccio, Senior Partner and Managing Director in Pasadena, CA
- Kevin Guth, Senior Partner and Managing Director in New Haven, CT
- Phil Lazzari, Senior Partner and Managing Director in Baltimore, MD
- Eric Watson, Senior Partner and Managing Director in Baltimore, MD
“Firmwide, our advisors go to work every day for one reason above all else – a commitment to exceptional client service. While the ultimate reward is to have our clients recognize a job well done, it’s humbling to receive this type of commendation,” said Rob Mooney, Snowden Lane’s Managing Partner and CEO. “We’re immensely proud of Alex, John, Kevin, Phil and Eric for being recognized by Forbes.”
The Forbes Best-In-State Wealth Advisors list highlights the top advisors across the country who were nominated by their firms. Forbes then researched, interviewed and assigned a ranking for the advisors within their respective states. Overall, more than 21,000 advisors were considered and more than 2,200 were recognized. Only advisors with a minimum of seven years’ experience were considered Neither Forbes nor its partner SHOOK Research received a fee in exchange for rankings.
This isn’t the first time Snowden has been acknowledged by the business media for its work in the last 12 months. In September, the Financial Times named Bryer and Guth to the 2017 FT 401 Top Retirement Plan Advisors list, while in June, the firm was included on the FT 300 Top Registered Investment Advisers list for the third straight year. The ranking recognizes the top independent RIA firms in the U.S.
Click here [LINK – https://www.forbes.com/best-in-state-wealth-advisors/#2a5cc367291d] to view the full Forbes list.
About Snowden Lane Partners
Snowden Lane is a nationally branded, open-architecture, hybrid registered investment advisor and broker-dealer that provides wealth advisory services to high net worth individuals, families, and institutional clients.
Snowden Lane 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. References to “Snowden Lane” and “Snowden Lane Partners” are references to Snowden Capital Advisors LLC, an investment adviser registered with the U.S. Securities and Exchange Commission, and its affiliated entities.
Snowden Lane is headquartered in New York City and operates an SEC registered investment adviser and a broker-dealer. Snowden Lane 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.
For more information about Snowden Lane, please visit www.snowdenlane2.wpengine.com.
Contact:
Reed Schneider
Water & Wall Group
212-343-2363
reed@w.group