Fidest – Agenzia giornalistica/press agency

Quotidiano di informazione – Anno 31 n° 321

Posts Tagged ‘Snowden’

Snowden Lane Partners and Kestrel Capital Announce Strategic Alliance

Posted by fidest press agency su domenica, 6 ottobre 2019

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced a strategic cooperation alliance with Dublin, Ireland based Kestrel Capital, an independent wealth advisory firm that advises high net worth individuals, family offices, corporations, charities and retirement plans.Snowden Lane and Kestrel Capital will seek to expand their respective service capabilities and refer clients to one another where there may be an opportunity to develop and strengthen business relationships. By virtue of its authorization by the Central Bank of Ireland and the U.K. Financial Conduct Authority, Kestrel Capital has and will retain its “single passport” and ability to do business in both the United Kingdom and the European Union. Snowden Lane affiliates are authorized to do business in the U.S.Rob Mooney, Managing Partner and Chief Executive Officer of Snowden Lane added: “In many ways, the world is still becoming a smaller place, and we believe a strategic relationship with a reputable advisory firm like Kestrel Capital is very valuable as we look to develop our business outside the U.S.” Lyle LaMothe, Snowden Lane’s Chairman, added, “We’ve known John and his firm for some time and see a real potential to develop new relationships by way of referral, as well as to facilitate servicing existing cross-border clients and their families.”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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Snowden Lane Partners Welcomes New Market Leader in Florida

Posted by fidest press agency su mercoledì, 19 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 that Richard Ganter has joined the firm in its new Coral Gables, Florida office. Mr. Ganter joins Snowden Lane as Managing Director, Southeast. His responsibilities will include building out Snowden Lane’s presence in Coral Gables, throughout the Southeast U.S. and internationally. Snowden Lane opened its Coral Gables office earlier this month. Mr. Ganter joins from Wells Fargo where he spent the last three years as a manager and senior vice president. An industry veteran of twenty-seven years, he previously held leadership positions at several firms, serving as President and CEO of Lighthouse Advisors, Regional President at Deutsche Bank and Vice President at Charles Schwab/US Trust.“It’s an exciting day as I start this new chapter of my career,” added Richard Ganter. “In addition to looking after the Southeast U.S., I’m also looking forward to helping grow the firm’s reach beyond South Florida to Latin America and beyond.”Mr. Ganter has been a lifelong South Florida resident and attended Florida International University.
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 2018, the Financial Times named Snowden Lane to its elite FT 300 list for the fourth 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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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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Snowden Lane Partners Welcomes Former Wells Fargo Team in San Antonio

Posted by fidest press agency su domenica, 24 giugno 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 joined Snowden Lane’s expanding presence in San Antonio, TX.Mark Hogan joins Snowden Lane as a Senior Partner and Managing Director, and Leah Eller as a Partner and Managing Director. Pam Appleby joins as Senior Client Relationship Manager and Josh Hogan as Investment and Planning Analyst. The group joins from Wells Fargo, where Mark Hogan and Leah Eller focused on retirement and estate planning strategies, business services and tax-advantaged education savings plans, or so-called 529 plans, and oversaw over $150 million in client assets.The new team will relocate to new offices in San Antonio, along with Senior Partner and Managing Director Larry Barocas, Partner Marcus Selva, and Senior Registered Client Relationship Manager, Debbie Ury, who joined Snowden Lane there last year.“Mark and Leah are an extraordinary pair that we expect to add immediate value given their career successes and sterling reputations,” said Managing Partner and President of Snowden Lane, Greg Franks. “We’re fortunate to attract top-notch industry talent that shares the same values and client-centric mentality on which our firm was built.” Added Rob Mooney, Snowden Lane’s Managing Partner and CEO: “We continue to have our sights set on expansion in the Southwest and when we met this team, we knew it made sense for them to be the ones to help advance that vision. There’s no question that Mark and Leah will be significant assets to our firm.” Before his start in the wealth management industry, Hogan, a Texas native, graduated from the United States Military Academy at West Point and served six years on active duty as an Army Infantry Officer and 22 more as an Army Reserve Officer.Eller, an Arkansas native, received her bachelor’s degree from Henderson State University and her MBA from Texas A&M University.Hogan and Eller hold the Certified Financial Planner designation and the FINRA Series 7, 63, 65 and 31 registrations, in addition to having a Group I Life and Health Insurance license.
“This is a tremendous opportunity for both our team and our clients,” said Hogan, “Joining Snowden Lane not only provides us greater flexibility, but it allows us to better serve our clients as fiduciaries, to help them achieve their financial goals.”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 and Wells Fargo. The firm has offices in Pasadena and San Diego, CA; New Haven, CT; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; as well as its New York City headquarters. In 2018, the Financial Times named Snowden Lane to its elite FT 300 list for the fourth straight year, recognizing it as one of the top independent RIA firms in the U.S.

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Edward Snowden shocked security sdrvices

Posted by fidest press agency su giovedì, 4 luglio 2013

Edward Snowden, the intelligence analysis who was shocked to the core to discover that security services were spying on people, continues to keep the world guessing on his next move. So much so that Paddy Power have opened the betting on his location come Jan 1st – and it’s evens he’ll find himself in exactly the same place come the New Year.If that wasn’t terrifying enough for the Deep Throat fugitive, the bookmaker makes it 3/1 he’ll be back at home sweet home ready for turkey and crackers Guantanmo style.Venezuela president Nicolas Maduro said Snowden ‘deserves the world’s protection’ with his country currently third in the betting at 9/2, ahead of Hong Kong and Iceland both 12/1.Elsewhere Central and South American are well represented by Ecuador (16/1), Cuba 16/1, Nicaragua (16/1), Bolivia (16/1), Brazil (40/1) before the first European country, currently 50/1 France and 66/1 Italy.Should Snowden settle on the Emerald Isle for his place of residence, Paddy Power has pledged to offer Snowden a fulltime job working in the bookmaker’s mischief department and has even dispatched cabs to international airports to pick up the whistleblower du jour.A Paddy Power spokesperson said: “Should he make it to Ireland, we can’t promise he’d get the same level of close attention as he’d get from the US authorities, but our cabs are waiting and we’d certainly welcome him with open arms into our mischief department.”

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