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 financial advisors Robert E. Feldman and Donna G. Bowler have joined the firm from Merrill Lynch. Mr. Feldman is a Partner and Managing Director, and Ms. Bowler serves as Private Wealth Advisor. The Feldman Group will operate from Snowden Lane’s newly-opened Pittsburgh office.
“Snowden Lane Partners’ pristine reputation and the high regard it has earned in the financial advisory arena way exceeds the number of years it’s been around,” said Bob Feldman. “When we made the decision to transition to an independent firm, Snowden Lane was the only one which earned our serious consideration.”
The Feldman Group serves high net worth individuals, families and institutions. The team’s investment approach focuses on simplicity, transparency and discipline through the implementation of a Rules Based Investment strategy. The team develops long-term client relationships and focuses on behavioral finance, working to eliminate emotion from investment decision making.
Snowden Lane’s Chairman, Lyle LaMothe, said, “Bobby is a financial industry veteran who’s earned a strong following for his disciplined, client-first approach. We’re thrilled that he and his associate, Donna Bowler, are making Snowden Lane their new home.” Added Managing Partner and President, Greg Franks, “last year we identified Pennsylvania as a key market for us and said we’d be focusing on building our advisor base there. We expect several more teams to join us across the Keystone State. The Feldman Group joins other highly regarded teams that have transitioned to Snowden Lane since October in Baltimore and New York, representing over $900 million in client assets.”
Rob Mooney, Snowden Lane’s Managing Partner and CEO said, “We are encouraged to have another high-quality advisor team be attracted to our fast growing partnership. Pittsburgh marks our fifth office in an expanding national footprint and demonstrates the continuing appeal of our firm’s values-driven culture to high-caliber wealth advisors.”
About Snowden Lane Partners
Snowden Lane is a nationally branded, open-architecture, hybrid registered investment adviser 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 affiliated 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.
References to both “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.
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.