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 Michael Mahoney, formerly of Morgan Stanley, has joined the firm’s New York City based VERITAS Private Wealth as Partner and Managing Director.
Mr. Mahoney specializes in financial planning based asset management, with a focus on estate planning and wealth transfer for high net worth individuals and their families. He’ll work alongside current VERITAS Partners and Managing Directors Jesse Clinton, Joseph Hubbell and Phillip Pedrena, who will collectively oversee more than $350 million in total client assets.
“Mike brings with him more than 20 years of experience in wealth management where his success has been in ensuring the best outcome for his clients,” Mr. Clinton said. “He is a key addition to our fast-growing team and as we work to further optimize our clients’ experience, it’s important we have experienced and talented partners to expand and strengthen our capabilities.”
Prior to joining Snowden Lane, Mr. Mahoney was a vice president and financial advisor at Morgan Stanley (2008-2016). Based in Fairfield, CT, he is a strong advocate and counselor to his high net worth clients. Mr. Mahoney has a bachelor’s of science degree in finance from Central Connecticut State University. He is an active supporter and contributor to Lambda Legal since 2004.
Bob Bowman, Partner and Managing Director at Snowden Lane added: “Mike brings a wide breadth and depth of knowledge in planning and advisory services, and shares our strong belief that all of what we do begins and ends with the client’s best interests in mind. His strong values and expertise will help Snowden Lane continue to be a leading independent organization with best-in-class service.”
Snowden Lane is rapidly building a national brand. Its footprint now includes seven offices nationally, including both coasts, with offices in Pasadena and San Diego (serving international clients), as well as its New York City headquarters; New Haven, CT; Pittsburgh, PA; and Baltimore and Bethesda, MD. In June, 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. Firm-wide, Snowden Lane oversees more than $2.7 billion in total client assets.
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 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.
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.
