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Financial Planning – Morgan Advisor Goes Indie, Joins $860M Team

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A Morgan Stanley advisor left the wirehouse to join Snowden Lane Partners, according to a spokesman for the independent firm. Based in Snow Haven, Conn., Kieran Doherty joined an existing team at Snowden Lane that manages more than $860 million in client assets, the firm says. The team is led by partners and managing directors… View Article

FundFire – MSWM Advisor Joins $860M Snowden Lane Team

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Snowden Lane Partners has recruited Morgan Stanley Wealth Management advisor Kieran Doherty to join an eight-person advisor team in Connecticut. Doherty joins after four years with Morgan Stanley. He has also worked as an advisor forDeutsche Bank Securities, Janney Montgomery Scott and First Albany Capital, where he began his career in 2004, according to Financial… View Article

Advisor Hub – Another Merrill Int’l Advisor Defects

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The fallout continues from Merrill Lynch’s decision to restructure its international unit last summer. Snowden Lane, a small advisory and brokerage led by former Merrill Lynch retail force head Lyle LaMothe and some of his colleagues, has hired Alex Arista, a Merrill International broker based in San Diego, for its office in that city. Arista, who… View Article

On Wall Street – Snowden Lane Hires Merrill Advisor

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Follow @SnowdenLane A Merrill Lynch advisor left the wirehouse to join Snowden Lane Partners, an independent firm founded by former Merrill executives, a spokesman said. Advisor Alex Arista, as well as private banking and lending specialist Juan Carlos Moreno, joined a Snowden Lane team in San Diego.  The LDR International Group, as the team is… View Article

Financial Planning – Snowden Lane Hires Merrill Advisor

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Follow @SnowdenLane A Merrill Lynch advisor left the wirehouse to join Snowden Lane Partners, an independent firm founded by former Merrill executives, a spokesman said. Advisor Alex Arista, as well as private banking and lending specialist Juan Carlos Moreno, joined a Snowden Lane team in San Diego.  The LDR International Group, as the team is… View Article

Press Release – Snowden Lane Partners Adds International Financial Advisor, Private Banking and Lending Specialist to San Diego Team

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NEW YORK, February 23, 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 Financial Advisor Alex Arista, and Private Banking and Lending Specialist, Juan Carlos Moreno have joined Snowden Lane from Merrill Lynch.   Alex joins the LDR International Group, headed… View Article

TheStreet.com: Stick With Value Stocks, Covered Calls in Slippery Market

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Follow @SnowdenLane Click To Play Video A handful of high momentum growth names kept the averages in flat to slightly positive territory last year. Nevertheless, value stocks have taken the lead over growth in the past month likely won’t look back, said Jesse Clinton, managing director at Snowden Lane Partners. ‘There was a thirst for… View Article

Financial Planning – Digital Diligence: Is Your Tech Tough Enough?

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Follow @SnowdenLane Though John DiCiaccio loves driving, and loves muscling fast cars around a test track even more, he finds himself entranced by how his new Tesla can drive itself. Letting the car’s autopilot handle some mundane aspects of his commute, especially in maddening Los Angeles traffic, makes him a better and more alert driver…. View Article