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
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
As the worldwide spread of the coronavirus prompts fears of a possible recession, high net worth investors are turning to their advisors for help shifting their money into safer investments, according to news reports. Over half of investors working with an advisor are talking to them about the possibility of a recession and looking for… View Article
PAUL KATZEFF How’s your overall financial budget? Do you need to cut spending? Save money? There are lots of reasons to reduce spending. Maybe you’re living beyond your means. Perhaps you want to save more for retirement. Maybe you’re about to retire and need to scale back. Maybe you’re trying to pay for a kid’s… View Article
Dublin, Ireland based Kestrel and Snowden Lane will cooperate with respect to cross-border business development NEW YORK – October 3, 2019 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced a strategic cooperation alliance with Dublin, Ireland based Kestrel Capital, an independent… View Article
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
Independent advisory firm Snowden Lane Partners has hired four international advisors from Merrill Lynch overseeing a combined $344 million in assets, the firm’s first deal of 2019. Ex-Merrill brokers Owen Parr, Francisco Murillo, Arnaldo Rego and George Arias will all join Snowden Lane’s new office in Coral Gables, Fla., the firm’s 10th location. Parr and… View Article
Snowden Lane Partners, a New York-based wealth advisory firm, expanded into Florida with the opening of a new office in Coral Gables. The firm hired two teams of former Merrill Lynch advisors with a combined $344 million in client assets under management to staff the Coral Gableslocation. Rob Mooney, Snowden Lane‘s managing partner and CEO, said establishing a presence… View Article
Wealth advisory firm Snowden Lane Partners has established its first office in Florida. Located in Coral Gables, the new location is the firm’s tenth office in the US. The firm also has offices in New York, which serves as its base, as well as Pasadena, San Diego, New Haven, Pittsburgh, Baltimore, Salisbury, Bethesda, and San… View Article
Snowden Lane Partners, a hybrid RIA headquartered in New York City, has hired two teams of former Merrill Lynch advisors with a combined total of $344 million in client assets under management (AUM) to staff its first Florida office in Coral Gables. Owen Parr and Francisco Murillo will operate as partners and managing directors of… View Article