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
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
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
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
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
Most high-net-worth investors hire financial advisors to achieve their financial objectives and accountants to handle their tax matters, but too often the clients unintentionally put a wall between these two groups. Although advisors and certified public accountants often view each other as competitors, separating the two roles is counterproductive. In fact, there is a universal… View Article
Follow @SnowdenLane When John DiCiaccio first started his career as a financial advisor in the 1980s, he instinctively knew then what has become a mantra now: “I needed technology to scale up my business,” he says. DiCiaccio deepened his understanding over time by joining computer clubs, taking classes and staying late after work to get… View Article
Follow @SnowdenLane Independent advisory firm Snowden Lane Partners has recruited a San Diego-based international Merrill Lynch team with $200 million in client assets in a bid to expand to non-US resident clients and reach over $15 billion in total client assets. In its first move into offshore advice, Snowden has hired a team lead by Rick Leyva, who… View Article
Follow @SnowdenLane A Merrill Lynch team that oversaw approximately $200 million in client assets has left the wirehouse to join Snowden Lane Partners, the firm said. The team, which specializes in serving Latin American clients, opened a new office for Snowden in San Diego. Team leader Rick Leyva, who joined Snowden as a partner and… View Article
Follow @SnowdenLane By: Rob Mooney It’s hard to believe that only a decade has passed since Thomas Friedman penned The World is Flat. And, notwithstanding today’s geo-political challenges, the world is getting flatter every day. Today, more wealthy individuals are crossing borders than ever before and families outside the U.S. have increasing connections with the… View Article