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
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