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 Michelle Begina, CFP, CIMA, CRPC, RICP, formerly of Morgan Stanley, has joined the VERITAS Private Wealth Management Group in New York City as a Senior Partner and Managing Director.
Begina will work directly with VERITAS’ Senior Partners and Managing Directors, Jesse Clinton, Phil Pedrena, Joseph Hubbell, and Michael Mahoney, who will oversee more than $400 million in client assets. Snowden Lane’s total client assets now exceed $3 billion.
“Apart from the technical skills and multiple credentials she’s acquired in a two-decades-long career, Michelle understands the nuances of managing client relationships to ensure long-term financial goals are met, and wherever possible, exceeded,” said Senior Partner, Jesse Clinton. “We’re in the midst of one of the most dynamic times in US market history and we’re fortunate to have someone with Michelle’s experience and capabilities join our practice.”
Begina specializes in long-term retirement planning with an emphasis on income, healthcare expenses, taxes, estate, education, and asset preservation. She worked as a Wealth Management Advisor with Merrill Lynch from 1998 to 2008 and joined Morgan Stanley in 2008 where she served as a Vice President and Financial Advisor.
“Now, more than ever, investors need to be reassured that the long-term financial plan they’ve activated with their advisor’s support can offer them a solid path to achieving their goals, despite inevitable market disruptions,” said Begina. “I’ve always believed that such planning, accounting for near-term market uncertainty, and with an eye on the big picture, accounts for a client’s long-term financial needs. The team at Snowden Lane shares that belief, which is what drew me to what is truly the best independent financial advisory firm in the business.”
Since its founding in 2011, Snowden Lane has rapidly built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, J.P. Morgan and Wells Fargo. The firm’s national footprint includes offices in Pasadena and San Diego, CA; New Haven, CT; Pittsburgh, PA; and Baltimore and Bethesda, MD; as well as its New York City headquarters. In 2016, the Financial Times named Snowden Lane to its elite FT 300 list for the second straight year, recognizing it as one of the top independent RIA firms in the U.S.
Said Greg Franks, Managing Partner and President: “The VERITAS Private Wealth Management Group is growing fast, like our firm, and Michelle’s extensive skill set is a strong addition to our thriving, independent organization.”
About Snowden Lane Partners
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.
For more information about Snowden Lane, please visit www.snowdenlane.com.
References to “Snowden Lane” and “Snowden Lane Partners” are references to Snowden Capital Advisors LLC, an investment adviser registered with the U.S. Securities and Exchange Commission, and its affiliated entities.