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 Sharon Reese will join the firm as a Partner and Director in The Feldman Group in Pittsburgh, PA. Her start date is November 30.
Reese brings more than 20 years of experience to Snowden Lane and joins the firm from TIAA, where she previously worked as a wealth management advisor on a team overseeing client assets in excess of $500 million. Prior to joining TIAA, Reese worked as a financial advisor at Merrill Lynch. Her experience spans equity and institutional research, global equity sales and financial planning.
Reese will work directly with Robert Feldman, Senior Partner and Managing Director at Snowden Lane and leader of The Feldman Group. Together, their team will oversee more than $250 million in client assets, with Snowden Lane’s total client assets now reaching more than $3.7 billion.
“When I first met Sharon, I knew she was a professional that would have an immediate positive impact on our disciplined and studied approach to the wealth management process,” said Feldman. “And as someone who’s spent her career committed to prioritizing the people in that process, we’re certain that she’s well-equipped to guide our clients toward their unique financial goals.”
Added Reese: “I’m fortunate to be part of an organization that recognizes the value of empowering its advisors, equipping them with the right resources and offering them the intellectual latitude to do right by clients. I look forward to achieving great things with this team.”
“Sharon’s addition to the growing Feldman Group is a testament to the draw of our firm as a home for top U.S. financial advisory industry talent,” said Lyle LaMothe, Chairman of Snowden Lane. “With her decades of experience and a proven commitment to client success, we couldn’t be happier to welcome her to the team.”
Since its founding in 2011, Snowden Lane has rapidly built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JPMorgan and Wells Fargo. In addition to Pittsburgh, the firm has offices in Pasadena and San Diego, CA; New Haven, CT; San Antonio, TX; Baltimore, Salisbury and Bethesda, MD; as well as its New York City headquarters. In 2017, the Financial Times named Snowden Lane to its elite FT 300 list for the third straight year, recognizing it as one of the top independent RIA firms in the U.S. In September, the Financial Times named the firm’s Alex Bryer and Kevin Guth to its list of 401 Top Retirement Plan Advisors.
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.