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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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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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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
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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
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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
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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
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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
