Snowden Lane Partners adds industry veteran and marks the 10th financial advisor to join the firm this year

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The fast-growing RIA has also added TD Ameritrade as a new custodian, alongside Pershing

NEW YORK, August 29, 2022–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned wealth management advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Jackie Green has joined the firm as a senior partner and managing director, where she will form The Green Group.

Based at the Snowden Lane headquarters in New York, Green is the 10e advisor to join the firm this year. She joins Snowden Lane from Fieldpoint Private with over 20 years of high net worth experience advising clients on commercial lending, banking and investment management, among other complex wealth management strategies.

Alongside Green joining the company, Snowden Lane also announced that it had added TD Ameritrade to complement its existing custody agreement with Pershing. The custody expansion is part of the company’s ongoing commitment to growing its platform and offerings for its financial advisors and their clients.

“We have always been culturally aligned with Fieldpoint Private and were thrilled when Jackie expressed interest in forming a new band at Snowden Lane,” said Lyle LaMothe, President of Snowden Lane Partners. “I am delighted to officially welcome her to the team as an experienced advisor whose depth and breadth of wealth management knowledge is invaluable. Jackie has consistently helped her clients achieve their financial goals for over 20 years, and I’m sure she will continue to do so in this next chapter of her career.”

“It’s always rewarding to welcome a new advisor to our team, and Jackie joins at the perfect time,” said Greg Franks, managing partner, president and chief operating officer of Snowden Lane. “We were fortunate to have recently onboarded TD Ameritrade as a custodian, further underscoring our company’s commitment to providing advisors with a flexible, industry-leading platform that enables them to maximize results. on behalf of their clients. I’m delighted that Jackie will have a front row seat for the next phase of the expanded Snowden Lane platform.”

Prior to Snowden Lane, Green served as Managing Director and Senior Advisor at Fieldpoint Private. She began her career at HSBC, where she oversaw the bank’s expansion into Washington, DC, joined its Global Corporate and Investment Banking division and served domestic and international clients.

Green eventually joined Bank of America, where she served as a senior client manager and joined the firm’s US Trust unit. She has developed a practice of high net worth entrepreneurs and families and has guided clients through the wealth planning process prior to their companies’ IPOs. Eight years later, she joined Wells Fargo Advisors in New York, before joining Fieldpoint Private in 2017.

“I am delighted to join Snowden Lane as the company has earned the respect of the wealth management community,” said Jackie Green. “As I considered my career options, I felt the Snowden Lane platform and values ​​offered me the best opportunity to continue to provide my clients with a personal touch, in addition to sound financial advice. The dedication of the independent business has stood out and I’m thrilled to deliver results for my clients moving forward.”

Rob Mooney, Managing Partner and CEO of Snowden Lane Partners, added: “Jackie is a rare talent in our industry as her professional experience runs the gamut. I know her values ​​will fit perfectly with the culture of Snowden Lane, and I’m grateful that our approach to customer service has resonated with her. We’ve made some huge additions to our business this year and Jackie is just the latest example.

Since its founding in 2011, Snowden Lane has quickly built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James and Wells Fargo, among others.

The firm has 128 total employees, 73 of whom are financial advisors, in 12 offices across the country: Pasadena and San Diego, CA; New Haven, CT; Coral Gables, FL; Chicago, Ill.; Pittsburgh, Pennsylvania; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; Buffalo, NY, as well as its headquarters in New York.

The Financial Times has named Snowden Lane to its elite FT 300 list for six consecutive years, recognizing it as one of the top independent RIA companies in the United States. The firm has also been included in Barron’s 2021 and 2020 RIA Top 100 Companies ranking, and the firm’s advisors have been recognized as FT 401 Top Retirement advisors, and a number by Forbes/Shook as Forbes Best-In -State Wealth advisors.

About Snowden Lane Partners

Snowden Lane is an open-architecture, nationally branded, hybrid registered investment advisor and broker-dealer that provides wealth management advisory services to high net worth individuals, families and institutional clients.

Snowden Lane is led by an experienced team of industry leaders, including Lyle LaMothe, Chairman of the Board, Rob Mooney, Managing Partner and CEO, and Greg Franks, Managing Partner, President and CEO. operations, who are dedicated to creating a client-focused, nationally branded wealth management advisory partnership.

Snowden Lane is headquartered in New York and operates an SEC-registered investment adviser and broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and state-of-the-art analytical tools for clients and advisors. He further provides comprehensive support for operations, finance, compliance, human resources and the transition from financial advisors to his financial advisors.

For more information on Snowden Lane, please visit www.snowdenlane.com.

See the source version on businesswire.com: https://www.businesswire.com/news/home/20220829005464/en/

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