$ 800 Million International Wealth Advisor Joins Snowden Lane Partners
CORAL GABLES, Florida – (COMMERCIAL THREAD) – Snowden Lane Partners, an independent, advisor-owned wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of The Esses Group, a new wealth management team forming at fast growing RIA.
Based in the Coral Gables office in Snowden Lane and overseeing over $ 800 million in client assets, the new team is led by Tony Esses, a leading financial advisor with over 35 years of experience in the banking industry. international asset management. He specializes in working with individuals, business owners and families based in Argentina, and joins Snowden Lane as a senior partner and general manager. Several more recruits from the team are expected to join us soon.
“Over the past three decades, Tony has established himself as a premier financial advisor and champion for his clients,” said Greg Franks, President and COO of Snowden Lane Partners. “He embodies everything we look for in a partner and colleague, and we have no doubt that he and his new team will do great things for years to come.”
“Snowden Lane was designed with international advisors in mind and it’s fantastic to see so many great people like Tony join us as he seeks to grow and expand the work he can do for clients.” said Richard Ganter, Managing Director, South East. “This is only the latest group in South Florida to recognize the premier platform and the unique services they can access here, and we are delighted to welcome Tony to the team. ”
Prior to Snowden Lane, Esses was Managing Director at Wells Fargo Advisors from 2014 to 2021, and prior to that, held executive positions at Barclays (2010-2014) and Republic National Bank of New York (later HSBC, 1985-2010 ). He has been repeatedly selected for the Financial Times Top 400 Advisors list and has distinguished himself as a Senior Adviser in each of the institutions he worked for.
“I am delighted to join a firm with such a client-focused mindset and such a spirit of independence,” said Tony Esses. “Our clients are special and they all have goals and dreams they want to accomplish. In order to serve them as well as possible, it became obvious that I had to operate within a firm which gave its advisers space and freedom without conflict or pressure. Snowden Lane has built an environment that has removed all barriers to growth, and their rapid rise within the RIA space is a reflection of the strong and unique culture they have established.
Rob Mooney, CEO of Snowden Lane, added: “It has been an exciting start to recruiting so far this year and we are very pleased with the pace and quality of people who have joined us over the past few months. We ended 2020 with good momentum and we are entering the second half of 2021 with the wind in our sails. The strong response from the advisor community, especially those addressing international clients, has been nothing short of breathtaking and we look to the future.
Since its founding in 2011, Snowden Lane has quickly built a national brand, attracting top talent in the industry from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James and Wells Fargo, among others.
The company has 116 employees in total, 64 of whom are financial advisors, in 12 offices across the country: Pasadena and San Diego, CA; New Haven, Connecticut; Coral Gables, Florida; Chicago, Illinois; Pittsburgh, Pennsylvania; Baltimore, Salisbury and Bethesda, MD; San Antonio, Texas; Buffalo, NY, as well as its New York headquarters.
The Financial Times named Snowden Lane to its Elite FT 300 list in 2020 for the sixth consecutive year, recognizing it as one of the top independent AIR companies in the United States. many of the company’s advisors have been recognized as the top FT 401 retirement advisors, and a number by Forbes / Shook as the top Forbes wealth advisers in the state.
About Snowden Lane Partners
Snowden Lane is a nationally branded, open architecture, registered hybrid investment advisor and brokerage firm providing wealth advisory services to high net worth individuals, families and institutional clients.
Snowden Lane is led by a seasoned team of industry leaders, including Lyle LaMothe, Chairman of the Board, Rob Mooney, Managing Partner and CEO, and Greg Franks, Managing Partner, President and Chief Operating Officer, who are dedicated to building a client-focused, nationally branded heritage advisory partnership.
Snowden Lane is headquartered in New York City and operates an SEC registered investment adviser and brokerage firm. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reports and cutting-edge analysis tools for clients and advisers. He further provides comprehensive operations, finance, compliance, human resources and transition support from financial advisors to his financial advisors.
For more information on Snowden Lane, please visit www.snowdenlane.com.
References to “Snowden Lane” and “Snowden Lane Partners” refer to Snowden Capital Advisors LLC, an investment adviser registered with the United States Securities and Exchange Commission, and its affiliates.