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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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CHICAGO, IL –November 9, 2020 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Luis Vegas has joined the firm in its Chicago office. Luis Vegas joins Snowden Lane as a Senior Partner and Managing Director from J.P. Morgan Securities. He and… View Article
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The Annual Ranking Recognizes Top Independent RIA Firms New York, NY – September 14, 2020 – 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 Barron’s 2020 Top 100 RIA Firms ranking for the first time. The… View Article
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Among the many skills that advisors need, perhaps the most crucial has nothing to do with money. It’s all about radiating calm amid a storm. As advisors try to reassure clients — about the pandemic, their portfolio or whatever else — there are right and wrong ways to proceed. Appealing to reason can work well,… 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
