Press Release – Snowden Lane Partners Taps Former JP Morgan Advisor as Managing Director, Private Wealth Advisor
30-Year Industry Vet Joins Snowden Lane’s $350 million Harbor Wealth Management Group in Baltimore, MD
NEW YORK, September 15, 2016 – Snowden Lane Partners, an independent, advisor-owned, wealth
advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced
that industry veteran Dave Woolford, formerly of J.P. Morgan Securities, has joined the firm as
Managing Director and Private Wealth Advisor. Mr. Woolford will join the firm’s Harbor Wealth
Management Group in Baltimore, MD.
Mr. Woolford will join Partners and Managing Directors Phil Lazzari, Mark Stevens, and Eric Watson to
comprise a team that will manage client assets in excess of $350 million. Firm-wide, Snowden Lane
oversees more than $2.5 billion in client assets.
“Dave has the quality of industry experience that only three decades of client-service at top firms can
bring someone in our business. He will be a tremendous asset to our team,” said Mr. Lazzari. “Our firm
and our group have a bright future and we’re proud to have him be a part of it.”
Prior to joining Snowden Lane, Mr. Woolford held senior-level financial advisor positions at J.P. Morgan
Securities, UBS and Credit Suisse. He also worked for a time at Alex. Brown & Sons in Baltimore. Mr.
Woolford specializes in assisting high net worth individuals and corporate executives to achieve their
financial objectives through execution of sophisticated transactions (including Rule 144), risk
management strategies and construction of portfolios with an emphasis on wealth preservation. He has
extensive experience working with corporate executives on their most complex financial needs,
including private equity and tactical investing.
“The notion of taking every action with the words “client first” at the fore is intrinsic to everything that
we do in this business,” said Mr. Woolford. “When I first got to know Snowden Lane’s philosophy, I was
thrilled to be a part of a team that does everything it can to create a meaningful, results-driven client
Snowden Lane’s President, Greg Franks, commented: “Adding a high quality individual like Dave to our
Baltimore office is consistent with our firm’s strategy to build out our existing offices and teams with
experienced, client-focused advisors.”
Snowden Lane is rapidly building a national brand. Its footprint now includes seven offices nationally,
including both coasts, with offices in Pasadena and San Diego (serving international clients), as well as its
New York City headquarters; New Haven, CT; Pittsburgh, PA; and Baltimore and Bethesda, MD. In June,
the Financial Times named Snowden Lane to its elite FT 300 list for the second straight year, recognizing
it as one of the top independent RIA firms in the U.S.
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
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
Snowden Lane is headquartered in New York City and operates an SEC registered investment adviser
and affiliated 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.