Sharon Reese to join The Feldman Group as Partner and Director NEW YORK, November 2, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Sharon Reese will join the firm as a Partner and Director in The Feldman Group in Pittsburgh,… View Article
NEW YORK, September 27, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Kevin Guth, Senior Partner and Managing Director in New Haven, CT, and Alex Bryer, Senior Partner and Managing Director in Bethesda, MD, have been named to the 2017… View Article
Strategic Management Group joined Snowden Lane in April New addition brings team’s total client assets to $210 Million NEW YORK, June 5, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the addition of a former Merrill Lynch advisor to its newly… View Article
By Murray Coleman May 11, 2017 After a string of back-to-back years in mergers and acquisitions activity by independent RIAs, one group of M&A competitors is looking particularly trigger happy. So-called consolidators – who specialize in buying rivals in small bites or swallowing them whole – are starting to “flex their muscles” as dealmakers, says… View Article
Shari Biediger – May 2, 2017 Fast-growing Snowden Lane Partners, an independent wealth advisory firm with more than $3.3 billion in client assets, has added a San Antonio team to its roster of advisor groups. Larry Barocas, a former Bank of America Merrill Lynch vice president, will lead the local team, known as Strategic Management Group…. View Article
By Tobias Salinger May 1, 2017 Two Merrill Lynch advisers with $150 million in client assets bolted to launch Snowden Lane Partners’ ninth branch. Larry Barocas and Debbie Ury of the Strategic Management Group opened the hybrid broker-dealer and RIA’s San Antonio office on Wednesday, according to Barocas. Snowden Lane has hired at least seven… View Article
By Danielle Verbrigghe – April 28, 2017 Snowden Lane Partners has reeled in a $150 million advisor team from Merrill Lynch in San Antonio, Texas. The new team, Strategic Management Group, is led by former Merrill Lynch advisor Larry Barocas, and also includes Debbie Ury, who was an analyst and relationship manager at Merrill, according… View Article
By Alex Padalka – April 27, 2017 A duo of Merrill Lynch financial advisors managing $150 million have jumped ship to Snowden Lane Partners, according to a press release. The recruitment of Larry Barocas and Debbie Ury, who operate as the Strategic Management Group in San Antonio, Texas, will mark Snowden Lane’s entry into the… View Article
Kristen Mosbrucker – April 27, 2017 Snowden Lane Partners, a New York-based investment firm opened its first Texas office in San Antonio, the company announced. The firm recruited two local Merrill Lynch executives to run the new office inside the Rogers Ranch Park Office Building in North Central San Antonio near Stone Oak. The location… View Article
Vicky Ge Huang – 26 April 2017 Independent wealth advisory firm Snowden Lane Partners has added San Antonio, Texas-based Strategic Management Group, boosting the firm’s client assets by $150 million. The addition marks the firm’s first office in the southwest and ninth location in the US. The new team will be led by former Merrill Lynch… View Article