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 [...]
Abel Noser Holdings to Acquire Trade Informatics in Latest Expansion of Company’s Market Reach
New York, NY – May 6, 2021 -- Abel Noser Holdings, LLC, a leading provider of multi-asset class trade analytics and agency-only brokerage services, today announced that it is acquiring Trade Informatics LLC, a New York-based firm offering equities trade cost analysis (TCA), customized solutions, and its START systematic execution [...]
Press Release – Former Wells Fargo Advisors Establish New International Practice at Snowden Lane Partners
NEW YORK – (BUSINESS WIRE) – 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 a new advisory team consisting of four former Wells Fargo financial advisors and three client relationship managers. Branded as the 540 [...]
Snowden Lane Partners Welcomes Wells Fargo International Team in Miami
CORAL GABLES, Fla.–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that former Wells Fargo Private Wealth Advisor and Managing Director, Armando A. Ureña, has joined the firm to expand Snowden Lane’s international wealth advisory business, a key [...]
PMA Assumes Advisory Role Relating to LGIPs in the Commonwealth of Pennsylvania and State of New York
Naperville, Ill. – February 1, 2021 -- PMA Financial Network, LLC, PMA Securities, LLC and PMA Asset Management, LLC (“the PMA companies” or “PMA”), a premier full-service provider of comprehensive financial and advisory services to municipalities, school districts and other local government entities, is pleased to announce that it has [...]