Fidest – Agenzia giornalistica/press agency

Quotidiano di informazione – Anno 31 n° 301

Snowden Lane Partners Welcomes Third Advisor Team in Miami

Posted by fidest press agency su venerdì, 13 settembre 2019

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Barry Snyder, CPA, MBA and Jorge Alfonso have joined the firm’s recently opened Coral Gables, Florida office becoming the 15th advisor team at Snowden Lane Partners. Messrs. Snyder and Alfonso partnered previously at Deutsche Bank, where they advised over a billion dollars of ultra-high net worth client assets. Before that, Barry Snyder worked for ten years at Goldman Sachs as a private wealth advisor to ultra-high net worth clients and helped establish Goldman’s presence in Palm Beach. He started his career as a CPA with Arthur Andersen & Co. and received an MBA from Columbia University. For the last several years, Mr. Snyder has pursued family investments through his Florida based family office, Glenwick Capital, LLC. Jorge Alfonso joins Snowden Lane from Continental Bank. Before that he worked for Deutsche Bank, J.P. Morgan and Credit Suisse. He is a graduate of the University of Miami.
Since its founding in 2011, Snowden Lane has rapidly built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James and Wells Fargo, among others. The firm has 10 offices around the country, including Pasadena and San Diego, CA; New Haven, CT; Coral Gables, FL; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; as well as its New York City headquarters. In 2019, the Financial Times named Snowden Lane to its elite FT 300 list for the fifth straight year, recognizing it as one of the top independent RIA firms in the U.S. A number of the firm’s advisors have been recognized as FT 401 Top Retirement advisors, and a number by Forbes/Shook as top state advisors.

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