Snowden Lane Partners Welcomes Former Raymond James Advisor
NEW YORK--(BUSINESS WIRE)--Jul 10, 2018--Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Matthew Davidson has joined the company in its New York City office.
Davidson joins Snowden Lane from Raymond James, where he oversaw more than $60 million in client assets. He provides comprehensive wealth management services for high net-worth clients, both international and domestic. He joins as a Partner and Director and will establish the Davidson Group within Snowden Lane.
“We’re excited to continue to attract high-performing advisors from respected firms like Raymond James,” said Managing Partner and President of Snowden Lane, Greg Franks. “2018 continues to be a big year for our business and we’re thrilled at the prospects for growth with Matt and others within our independent partnership.”
Before joining Raymond James, Davidson gained experience at Merrill Lynch and Oppenheimer. He holds the FINRA Series 7, 63 and 65 registrations, and holds a Life, Health and Accident Insurance license.
“I couldn’t be more pleased about this opportunity for my clients and my business,” said Davidson. “Joining Snowden Lane opens a lot of doors for my clients, providing them more options and flexibility to reach their financial goals. The financial advisory industry is evolving at a rapid pace and I’m pleased to be with a firm that’s focused on staying ahead of the curve.”
Since its founding in 2011, Snowden Lane has rapidly built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan and Wells Fargo, among others. The firm has offices in Pasadena and San Diego, CA; New Haven, CT; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; as well as its New York City headquarters. In 2018, the Financial Times named Snowden Lane to its elite FT 300 list for the fourth straight year, recognizing it as one of the top independent RIA firms in the U.S.
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.
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CONTACT: Water & Wall Group
Reed Schneider, 212-343-2363
KEYWORD: UNITED STATES NORTH AMERICA NEW YORK
INDUSTRY KEYWORD: PROFESSIONAL SERVICES ACCOUNTING BANKING CONSULTING FINANCE INSURANCE OTHER PROFESSIONAL SERVICES
SOURCE: Snowden Lane Partners
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PUB: 07/10/2018 02:00 PM/DISC: 07/10/2018 02:00 PM