Estancia Capital Partners Announces Strategic Investment in Reich & Tang Deposit Networks, LLC (R&T) in a Partnership to Expand Market Share and Leverage Combined Expertise
NEW YORK, December 20, 2021 -- Estancia Capital Partners announced today they have entered into a definitive agreement to make a significant investment in R&T Deposit Networks, a leading administrator of reciprocal deposit networks for banks and insured cash sweep programs for broker-dealers and other financial institutions. The investment is intended to [...]
Snowden Lane CEO Rob Mooney: How We Got to $9 Billion
Each year, more and more independent firms present themselves as ideal landing spots for brokers who want to leave the big Wall Street institutions. Snowden Lane Partners, based in New York, says its leadership team of former Merrill Lynch heavy hitters and its W-2 affiliation model help it stand out among [...]
Snowden Lane Increases South Florida Presence
Snowden Lane Partners is increasing its presence in South Florida with plans to tap new advisor talent and expand its international business. In September the firm announced a nearly 10,000-square-foot expansion of its Coral Gables, Florida office space. The firm first opened the office in 2019, it says. Florida is appealing [...]
Snowden Lane Adds Another FA from Wells Fargo
Snowden Lane Partners says it has added another advisor from Wells Fargo, bringing the total number of advisors it has onboarded from the wirehouse to 13. Paula Oddone has joined the registered investment advisor firm as a partner and managing director, according to Snowden Lane. Oddone has $137 million in client assets and [...]
Snowden Lane Partners Continues Strong Growth, Adds Latest International Wealth Advisor
CORAL GABLES, Fla – September 7, 2021 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Paula Oddone has joined the firm as Partner and Managing Director. Based in Snowden Lane’s Coral Gables office, Oddone joins Snowden Lane with [...]
Press Release – $800 Million International Wealth Advisor Joins Snowden Lane Partners
CORAL GABLES, Fla–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of The Esses Group, a new wealth management team that is forming at the fast-growing RIA. Based in Snowden Lane’s Coral Gables office and overseeing more than [...]