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Joins Snowden Lane’s $350 million VERITAS Private Wealth in NYC NEW YORK, November 7, 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 Michael Mahoney, formerly of Morgan Stanley, has joined the firm’s New York City based VERITAS Private Wealth as… View Article
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October 7, 2016 This time we hear from Bobby Feldman, a Pittsburgh, Pa.-based partner and financial advisor with Snowden Lane Partners, an independent wealth advisory firm with offices across the country. He describes how much he’s learned about clients by letting them do the talking. You know you’ve had a great meeting with a prospect… View Article
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30-Year Industry Vet Joins Snowden Lane’s $350 million Harbor Wealth Management Group in Baltimore, MD NEW YORK, September 15, 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 industry veteran Dave Woolford, formerly of J.P. Morgan Securities, has joined the firm… View Article
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By: Kevin Guth We are all familiar with the 200-page books handed to clients in annual meetings describing Monte Carlo simulations and other fancy statistics. What can we say? In this business, we tend to make things complicated. The problem is that among the variables of returns, inflation and multitudes of economic scenarios, clients often lose… View Article
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Mayo-Bryer Group Lands in Newly Remodeled Bethesda, MD, Client Center NEW YORK, August 1, 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 the leaders of the firm’s Mayo-Bryer Group and managing directors, Alex Bryer and Keith Mayo, were named Five… View Article
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Snowden Lane Hires Merrill Lynch Advisor By Tim Sturrock July 19, 2016 Independent wealth shop Snowden Lane Partners has hired a financial advisor who had $180 million in client assets under management for Merrill Lynch. Sam DeGennaro joins the firm’s New Haven, Conn. office and specifically joins the advisor team of Kevin Guth and Steven… View Article
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Sam DeGennaro merges with Guth / Fordyce Group, now $1 Billion in client assets. Team moves to new, larger premises. NEW YORK, July 18, 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 25-year industry veteran Sam DeGennaro, formerly First Vice… View Article
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NEW YORK, June 16, 2016 – 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 for the second straight year. The ranking recognizes the top independent RIA firms in the… View Article
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Joseph Hubbell Joins as Partner, Managing Director, Merges with Clinton-Pedrena Group NEW YORK, May 16, 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 Joseph Hubbell has joined the firm from Merrill Lynch and has been appointed Partner and Managing Director… View Article
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An adviser who oversaw $100 million at Merrill Lynch has left the wirehouse to join Snowden Lane Partners, the independent firm says Joseph Hubbell is merging his practice with that of two other ex-Merrill Lynch advisers, Jesse Clinton and Phil Pedrena. Together, the New York-based team will rebrand itself as the Veritas Private Wealth Group… View Article
