A team of Wells Fargo advisors in Texas have jumped ship to Snowden Lane Partners, according to a press release from Snowden Lane. Certified financial planners Mark Hogan and Leah Eller, as well as registered representatives Pam Appleby and Josh Hogan, have joined Snowden Lane’s offices in San Antonio, Texas, as the Hogan Eller Wealth Management Group, according to the press release. Hogan and Eller managed over… View Article
Snowden Lane Partners, a New York City-based independent wealth advisory firm with a national footprint, has announced it expanded its presence in San Antonio with the addition of Hogan Eller Wealth Management Group. Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan join the company from Wells Fargo. Hogan Eller handles retirement and estate planning,… View Article
Hybrid Hogan Eller Wealth Management in San Antonio, Texas, affiliates with New York firm A seven-person team managing $150 million at Wells Fargo in San Antonio, Texas, has formed a hybrid firm and affiliated with New York-based Snowden Lane Partners. Led by Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan, the Hogan Eller Wealth… View Article
The Hogan Eller Group expands the firm’s San Antonio Office NEW YORK, June 22, 2018 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan of the Hogan Eller Wealth Management Group have… View Article
How financial advisors can assist married couples that are fiscal unequals. By Michelle Arpin Begina and Maureen Kelley The dialogue about money has shifted for women and the tone of their voices has changed. No longer is the focus specifically on how to manage finances and make educated investment decisions. Women are having a… View Article
NEW YORK, February 22, 2018 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that five of its advisors have been named to the 2018 Best-In-State Wealth Advisors list by Forbes. The advisors named are: Alex Bryer, Senior Partner and Managing Director in… View Article
Sharon Reese to join The Feldman Group as Partner and Director NEW YORK, November 2, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Sharon Reese will join the firm as a Partner and Director in The Feldman Group in Pittsburgh,… View Article
NEW YORK, September 27, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Kevin Guth, Senior Partner and Managing Director in New Haven, CT, and Alex Bryer, Senior Partner and Managing Director in Bethesda, MD, have been named to the 2017… View Article
Strategic Management Group joined Snowden Lane in April New addition brings team’s total client assets to $210 Million NEW YORK, June 5, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the addition of a former Merrill Lynch advisor to its newly… View Article
By Murray Coleman May 11, 2017 After a string of back-to-back years in mergers and acquisitions activity by independent RIAs, one group of M&A competitors is looking particularly trigger happy. So-called consolidators – who specialize in buying rivals in small bites or swallowing them whole – are starting to “flex their muscles” as dealmakers, says… View Article