Snowden Lane Partners

It’s going to be a busy fall for our own Alison Burkett! We’re thrilled to share that she’ll also be speaking at InvestmentNews' RIA Activate on November 12th in San Diego!   Swing by the event to hear her perspective on how modern RIAs can increase their operational efficiency, effectively leverage their tech stack, and ultimately, better serve clients’ individual needs.   Click through below to learn more and register!   #wealthmanagement #leadership #sandiego #technology #RIAActivate https://lnkd.in/dwz_kDts  

For any of our friends around the industry attending the Future Proof Festival this fall, be sure to swing by the Surf City Stage at 9:30 am PT on September 16th.   We’re thrilled that Alison Burkett will be joining Shannon Spotswood and Mark Bruno to discuss the keys to recruiting, motivating, and retaining talent across the wealth management industry!   #wealthmanagement #leadership #sandiego #financialplanning #FutureProof https://lnkd.in/e-WAZ6_B

Happy to congratulate our own Robert Bowman, CFP® for his inclusion on Forbes’ Best-In-State Next-Gen Wealth Advisors list for 2024.    Since joining us in 2015, Robert’s success is a testament to his outstanding work ethic, and we’re proud to have him on our team in New Haven. Kudos, Rob!   #WealthManagement #Awards #FinancialAdvisors #RIAs #Forbes https://lnkd.in/gq5QNdAN

Please join us in congratulating Alison Burkett, who was just named to the San Diego Business Journal's 40 Next Business Leaders Under 40 list!   Alison has been crucial to Snowden Lane’s success since our founding and, among other responsibilities, spearheads our firm’s operating platform, human resources, and advisor transition process, in addition to ensuring we continue to deliver modern and dynamic technology solutions.   Click through below for the full list, and congratulations on the well-deserved honor, Alison!   https://lnkd.in/eEvfT5EH   #rias #awards #40Under40 #financialplaning

We’re excited to officially announce that Felipe Torres has joined our Coral Gables team! Felipe brings 20 years of financial services experience to our firm, and will serve as the latest member of the Ureña Wealth Management Group. Click through below to learn more, and please join us in welcoming him to Snowden Lane! #rias #wealthmanagement #HNW #recruiting #LatAm https://lnkd.in/ecz9Sf9B

We’ve set a new record, as 10 of our advisors were named to AdvisorHub’s 2024 Advisors to Watch rankings! Please join us in congratulating Lawrence Barocas, CPWA, CRPS, Alex Bryer, Keary Castleberry, Jesse Clinton, CFP®, CRPC, MBA, Tom Conway, Stephen Fordyce, Jon LaMothe, Loretta Manzanares, Armando A. Ureña, MBA, CPWA®, and Luis Felipe Vegas on the well-deserved recognition! #awards #rias #wealthmanagement https://lnkd.in/eGGAZVZ3

Welcome to Snowden Lane, Jaime Sanchez Yarza, Jose Andres Ramirez and Paula Andrea Gonzales! Earlier this week, Jaime, Jose, and Paula officially launched The Yarza Group, based in our Coral Gables office. Click through below to learn more, and join us in welcoming them to the team! #rias #financialplanning #wealthmanagement #UHNW #recruiting https://lnkd.in/ehxiJ6Jq

Fantastic to see Rob Mooney catch up with Kyle Van Pelt for the latest episode of The Connected Advisor! Click through below for the full podcast interview! #TheConnectedAdvisor #RIA #independentadvisors #financialadvisors

Great to see Armando A. Ureña, MBA, CPWA® join Jenna Dagenhart, CFA for this Asset TV segment to chat about Snowden Lane’s philosophy, investment approach, and long-term growth trajectory! Click through below for the full segment!   https://lnkd.in/e5DVFRem   #rias #wealthmanagement #financialplanning

Join us in offering congratulations to Joseph Raieta, CFA, who was yesterday named as a Rising Star of the Year Honoree in WealthManagement.com’s 2024 Industry Awards! Joe has played a major role in Snowden Lane’s growth since joining us in 2015, and he is well deserving of this recognition for his impact on our firm and the #wealthmanagement industry as a whole.   #awards #financialadvisors #rias https://lnkd.in/eSSAV6Nc