Fidest – Agenzia giornalistica/press agency

Quotidiano di informazione – Anno 31 n° 321

Snowden Lane Partners Opens New Coral Gables, Fla. Office

Posted by fidest press agency su giovedì, 13 giugno 2019

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the opening of its newest office in Coral Gables, making it their 10th U.S. location and first in Florida. The firm has recruited several new advisors who’ll be based in the new space.
Owen Parr and Francisco Murillo join Snowden Lane to form the Parr Murillo Group as Partners and Managing Directors. They join from Merrill Lynch where they oversaw $187 million in client assets. Alberto Bravo, the team’s long-serving Analyst and Client Associate, will also be part of the new group.In addition, Arnaldo Rego and George Arias join as the Rego Arias Group as Partners and Managing Directors from Merrill Lynch where they oversaw $157 million in client assets. Both the Parr Murillo Group and Rego Arias Group specialize in serving domestic and internationally resident high-net worth families and institutions with a holistic asset management approach, emphasizing their practices specifically around financial planning and estate planning.
Snowden Lane is a nationally branded, open-architecture, hybrid registered investment advisor and broker-dealer that provides wealth advisory services to high net worth individuals, families, and institutional clients.Snowden Lane is led by an experienced team of industry executives, including Lyle LaMothe, Chairman of the Board of Directors, Rob Mooney, Managing Partner and CEO, and Greg Franks, Managing Partner and President, who are dedicated to building a client-focused, nationally branded, boutique wealth advisory partnership.Snowden Lane is headquartered in New York City and operates an SEC registered investment adviser and a broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. It further provides full operational, finance, compliance, human resources, and financial advisor transition support to its financial advisors.

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