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 that industry veteran Robert J. “Bob” Bowman, formerly Managing Director for Merrill Lynch in Philadelphia, has joined the firm as Partner and Managing Director. Mr. Bowman joins as a member of the senior executive leadership team and Operating Committee. He will focus on business development efforts nationally.
“Having a professional of Bob’s stature join our leadership team and help us build our firm is an enormous win,” said Greg Franks, Snowden Lane’s Managing Partner and President. “Bob and I worked together at Merrill for much of our careers, and he is a first-rate professional and individual.” Snowden Lane’s Chairman, Lyle LaMothe, added, “We look forward to benefiting from Bob’s wisdom and leadership as we build a wealth advisory firm focused on higher ideals.”
Mr. Bowman joins Snowden Lane after a Merrill Lynch career that spanned more than 31 years. He started at the firm as a financial advisor, prior to moving into management. Subsequently, at various times he was Regional Director of the Mid-Atlantic Region (overseeing 1,000 financial advisors and more than $100 billion in client assets), National Sales Manager and he also ran a number of office complexes throughout the Mid-Atlantic region. He was Chairperson of the Directors’ Advisory Council to Management, was on the firm’s Product Development Committee, and had responsibility for coordinating the non-resident client segment for U.S. Wealth Management.
“Snowden Lane is re-defining client-focused wealth advice and their partnership culture is something I very much want to be part of,” said Mr. Bowman. “I look forward to bringing my experience as a financial advisor and business leader to the firm.”
Mr. Bowman received a B.S. degree in marketing management from Saint Joseph's University where he is Vice-Chair of the Board of Trustees and Chairperson of the Haub School of Business Board of Visitors. He is also a graduate of the Securities Industry Institute program at the Wharton School at the University of Pennsylvania. He is very active in the Philadelphia community, serving on boards and committees of The United Way, Handicrafters, The Make-A-Wish Foundation and Teach for America.
About Snowden Lane Partners
Snowden is a client-focused, financial advisor-owned, and nationally branded independent wealth advisory firm. Through its open-architecture platform, Snowden delivers wealth advisory services to high net worth individuals, families and foundations. For more information about Snowden, please visit www.snowdenlane.com
