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Cynthia Hewitt joined financial advisory firm Snowden Lane Partners as a senior partner and managing director on January 11. Cynthia Hewitt recently joined New York City-based Snowden Lane Partners, an independent wealth advisor that manages $6 billion in assets and has been ranked among Barron’s top 100 RIA firms. Hewitt was a managing director of… View Article
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Cynthia Hewitt, one of the industry’s most successful female financial advisors, is a former Managing Director of Investments at Merrill Lynch Wilmington, DE – January 11, 2021 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Cynthia Hewitt, CIMA, CPRC, CPWA, a… View Article
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Snowden Lane says it poached another financial advisor from Merrill Lynch. Daniel Rodriguez joins Snowden Lane’s Coral Gables, Fla., office as a partner and managing director, according to a press release from the firm. He previously managed $84 million at Merrill Lynch, Snowden Lane says. Rodriguez is joined by Tatiana Martinez-Ventura, senior registered client relationship… View Article
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A round-up of the latest people moves and M&A deals in North America People moves Pacific Life The US life insurer has named Alessandro Papa as chief risk officer. Papa joins from MetLife, where he served as chief of staff to the president and chief executive. Summit Financial The financial services firm has added Ed… View Article
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By Janet Levaux Snowden Lane picks up a Merrill Lynch advisor, as movement from the wirehouses continues during the COVID-19 crisis. Two veteran financial advisors left Morgan Stanley to join Ameriprise Financial’s employee channel with $321 million in client and institutional assets. The team includes Ron Phelps and Jacob Hamus, who spent 24 years… View Article
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CORAL GABLES, Fla.–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Daniel J. (“Danny”) Rodriguez has joined the firm in its Coral Gables office as a Partner and Managing Director. Rodriguez is an industry veteran with over three decades of experience advising… View Article
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By Joyce Blay Industry veteran Daniel (Danny) Rodriguez has joined Snowden Lane Partners in its Coral Gables, Fla., office as partner and managing director, the company announced today in a news release. Rodriguez, with more than three decades of experience advising clients, joins the firm from Merrill Lynch, where he managed $84 million in client… View Article
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by Mason Braswell Two wirehouse brokers have changed jerseys this week, despite the suppressed environment for broker recruiting. In Coral Gables, Florida, 32-year industry veteran Daniel J. Rodriguez left Merrill Lynch to join Snowden Lane Partners on Monday, along with a client associate. He was managing about $84 million of client assets, according to Snowden,… View Article
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Danny Rodríguez y Tatiana Martinez-Ventura se han unido a la oficina de Coral Gables de Snowden Lane Partner Antes en Merrill Lynch Supervisaba una cartera de 84 millones de dólares en activos de clientes Daniel J. (“Danny”) Rodríguez, hasta ahora vicepresidente senior en Merrill Lynch, donde supervisaba una cartera de 84 millones de dólares en… View Article
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NEW YORK-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 Financial Times (FT) 300 Top Registered Investment Advisers list for the fifth consecutive year. The list recognizes top independent RIA firms across the U.S. With 10 offices in California, New York,… View Article
