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 it has named Alex Bryer to the firm’s leadership team, where he will assume a key role in business development.
While Bryer will retain his position as a Senior Partner and Managing Director leading the firm’s Bethesda, MD office and continue serving clients, he will also work with Snowden Lane leadership in a national recruiting role, collaborating with Snowden Lane advisors internally and coordinating with external recruiters to identify and recruit high-caliber financial advisory teams to the firm.
“Alex is an experienced, senior leader at Snowden Lane who has already demonstrated his ability to recruit quality advisors and substantially grow his own practice,” said Greg Franks, Snowden Lane’s Managing Partner, President and COO. “He has been a strong advocate in the development of our firm and is extremely well suited to take on this critical role. We’re confident Alex will be invaluable in accelerating our firm’s growth in 2025 and beyond.”
Bryer's new appointment comes on the heels of a successful recruiting year for Snowden Lane, as the firm has added 13 financial advisors since September 2023, representing $1.8 billion in new client assets. The firm has also recorded 20% year-on-year revenue growth and added offices in Boca Raton, FL, Golden, CO, and Philadelphia, PA.
In mid-November, Snowden Lane also appointed Senior Partner and Managing Director, Armando Ureña, to the firm’s Operating Committee, a role that will allow him to represent existing advisors and enhance firm leadership across key business lines.
“We’re excited to have Alex in this new position that is a testament to his outstanding contributions to Snowden Lane,” said Rob Mooney, Snowden Lane’s Managing Partner and CEO. “Ensuring our existing advisors play key roles in the future of our firm is a priority. Alex is an ideal reflection of our firm’s values for prospective advisors.”
“I believe our firm is at an inflection point, and I’m looking forward to playing a positive role in Snowden Lane’s continued evolution,” added Bryer. “While many firms in the independent channel share similar origin stories, I believe Snowden Lane’s platform and model are truly unique and can serve advisors at all stages of their careers. I’m excited to share more details on those differentiators with prospective advisors in this new position and discuss the exciting news and rollouts we have planned for 2025.”
Bryer joined Snowden Lane Partners in 2015 and has since grown a highly successful practice, including six advisors currently overseeing more than $1 billion in client assets. Prior to joining Snowden Lane, Bryer worked for 21 years at Merrill Lynch, where he was a Senior Resident Director and oversaw multiple offices in the Washington, D.C. area. He is a graduate of the University of Maryland.
Since its founding in 2011, Snowden Lane has built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, Wells Fargo, and Fieldpoint Private, among others.
Snowden Lane employs 147 total professionals, 82 of whom are financial advisors, across 16 offices around the country: Pasadena and San Diego, CA; New Haven, CT; Boca Raton, Fort Lauderdale and Coral Gables, FL; Chicago, IL; Pittsburgh and Philadelphia, PA; Baltimore, Ocean City and Bethesda, MD; San Antonio, TX; Buffalo, NY; Lebanon, NH; Golden, CO, as well as its New York City headquarters.
The firm has been included in Barron’s Top 100 RIA Firms ranking since 2020, in addition to the 2024, 2023, and 2022 Forbes/SHOOK Top RIA Firms ranking. USA TODAY named Snowden Lane to its 2024 and 2023 list of America's Best Financial Advisory Firms and the Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing Snowden Lane as one of the top independent RIA firms in the U.S. Many of the firm’s advisors have been recognized as Financial Times 401 Top Retirement advisors, and a number by Forbes/SHOOK as Forbes Best-In-State Wealth 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.
The firm is led by an experienced team of industry executives, including Lyle LaMothe, Chairman of the Board of Managers, Rob Mooney, Managing Partner & CEO, and Greg Franks, Managing Partner, President & COO, 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 FINRA-licensed broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. Snowden Lane 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.
