By Mark Stevens May 12, 2016 Advisers whose retirement planning strategy for clients is to beat the market need to confront a difficult truth: They have no strategy. For years, clients have asked their advisers to outperform the markets to a degree that it has become a mantra. The problem is that the goal in… View Article
Mayo-Bryer Group moving to dedicated 3,000-SF Bethesda, MD location to accommodate business growth NEW YORK, April 29, 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 Mayo–Bryer Group has leased new office space in Bethesda, MD. According to Snowden Lane… View Article
Robert Bowman, who left Merrill Lynch after a 31-year career that included a stint as its national sales manager, has been awarded 21,660 shares of Bank of America stock by an arbitration panel. Bowman was a complex manager in Philadelphia when he resigned in 2014 to join Snowden Capital Advisors, an independent advisory firm in… View Article
Rob Mooney, chief executive of New York-based Snowden Lane Partners, reveals why more international client advisers are going independent. With growth of the world’s wealthiest individuals exceeding that of wealthy persons in the US by 2020, many in the financial advisory community understand the opportunity in serving non-resident clients (NRCs). Despite this, some of the… View Article
A Morgan Stanley advisor left the wirehouse to join Snowden Lane Partners, according to a spokesman for the independent firm. Based in New 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
Affiliated Advisors, an office of supervisory jurisdiction associated with Royal Alliance, recently added three advisors with a total of more than $170 million in client assets. (Royal Alliance is part of the Advisor Group, which is acquired by Lightyear Capital from AIG.) Scott Fitzgerald, president of Steel Ridge Advisors, is located in Islandia, New York,… View Article
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
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
NEW YORK, March 21, 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 Private Wealth Advisor Kieran Doherty of Morgan Stanley has joined Snowden Lane’s New Haven, Connecticut office. Kieran joins the Guth / Fordyce Group and will work on… View Article
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