SNOWDEN CAPITAL ADVISORS LLC

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Snowden Capital Advisors and Estancia Capital Partners Close on Strategic Growth Capital Investment

NEW YORK, Jan. 7, 2014 /PRNewswire/ -- Snowden Capital Advisors LLC ("Snowden"), an independent, advisor owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Estancia Capital Partners ...

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prnewswire.com
January 6, 2014
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The Feldman Group Joins Snowden Lane Partners; Firm Opens Pittsburgh Office

References to both “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. For more information about ...

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Benzinga
January 26, 2015
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New Hire Roundup: McCarthy Elected IPA Board Chairman

PFM Adds Beth Hetzel as Managing Director and Head of Client Services Group PFM Asset Management LLC (PFMAM), part of The PFM Group of companies, announced Tuesday the appointment of Beth Hetzel as managing director and head of its newly formed client ...

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Think Advisor
November 29, 2012
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Snowden Lane Partners Nets San Diego-Based International Advisor Team

References to both “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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Financial Content
December 4, 2015
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Ex-Merrill execs hope to get mileage out of hybrid model

Two former Merrill Lynch executives have launched a new hybrid firm, New York-based Snowden Capital Advisors LLC. Co-founders Rob Mooney and John Morris hope to attract higher-end adviser teams who hear about the startup by word of mouth. “We have had ...

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Investment News
April 13, 2012
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Snowden Lane Partners Named to 2015 Financial Times 300 Top Registered Investment Advisers

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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Financial Content
June 22, 2015
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Key Executives for Snowden Capital Advisors LLC

To contact Snowden Capital Advisors LLC, please visit . Company data is provided by Capital IQ. Please use this form to report any data issues.

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Bloomberg
June 23, 2015
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The Feldman Group Joins Snowden Lane Partners; Firm Opens Pittsburgh Office

Feldman and Donna G. Bowler have joined the firm from ... References to both “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 ...

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Business Wire
January 26, 2015
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Snowden Capital Advisors Renamed Snowden Lane Partners

Snowden Capital Advisors LLC, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today simultaneously announced its rebranding as Snowden Lane Partners and the relocation of its ...

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Yahoo Finance
July 14, 2014
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The backstory of how a Merrill UHNW team found love in the time of U-5 -- but not with an RIA

See: After Merrill Lynch allegedly 'crippled’ their careers ... Brown says both RIAs and broker-dealers and specifically named Snowden Capital Advisors LLC, based in New York. “Great group of folks, great technology.” An RIA model didn’t work ...

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RIA Biz
October 22, 2014
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The Feldman Group Joins Snowden Lane Partners; Firm Opens Pittsburgh Office

References to both “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. For more information about ...

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Reuters
January 26, 2015
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Snowden Capital Contemplates Name Change, For Obvious Reasons

For first-time fund manager Estancia Capital Management, the name of its most recent investment, Snowden Capital Advisors LLC, wasn’t a deal breaker despite the fact that it is shared by former National Security Agency contractor Edward Snowden.

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The Wall Street Journal
November 14, 2013
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The Feldman Group Joins Snowden Lane Partners; Firm Opens Pittsburgh Office

Pittsburgh marks our fifth office in an expanding national ... References to both “Snowden Lane" and "Snowden Lane Partners” are references to Snowden Capital Advisors LLC, an investment adviser registered with the U.S. Securities and Exchange ...

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StreetInsider
January 26, 2015
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Snowden Capital Advisors Renamed Snowden Lane Partners

Snowden Capital Advisors LLC, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today simultaneously announced its rebranding as Snowden Lane Partners and the relocation of its ...

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Reuters
July 14, 2014
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Ex-Merrill execs hope to get mileage out of hybrid model

Two former Merrill Lynch executives have launched a new hybrid firm, New York-based Snowden Capital Advisors LLC. Co-founders Rob Mooney and John Morris hope to attract higher-end adviser teams who hear about the startup by word of mouth. “We have had ...

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Investment News
April 13, 2012
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New Hire Roundup: Craig Gordon Leaves RBC Wealth

Weill's presence on the board is said to indicate that future acquisitions may be in the offing. New York-based Snowden Capital Advisors LLC has announced that Caesar Cepeda has joined the firm at its Pasadena, Calif., office as vice president and private ...

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Think Advisor
January 15, 2014
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Founding Advisor Teams Join Snowden Capital Advisors

NEW YORK, Nov. 27, 2012 /PRNewswire/ -- Snowden Capital Advisors LLC, an independent, advisor owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced two founding advisor teams, the DiCiaccio ...

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The Business Journal
November 27, 2012
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New York investment firm opens Pittsburgh office

Snowden Lane's office is at BNY Mellon Center in downtown Pittsburgh, and covers 2,000 square feet. The firm said it expects to add other financial advisers to the office but did not say how many. Snowden Lane is part of Snowden Capital Advisors LLC.

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The Business Journal
January 26, 2015
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Snowden Capital Advisors Renamed Snowden Lane Partners

Snowden Capital Advisors LLC, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today simultaneously announced its rebranding as Snowden Lane Partners and the relocation of its ...

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Reuters
July 14, 2014
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The Feldman Group Joins Snowden Lane Partners; Firm Opens Pittsburgh Office

References to both “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. For more information about ...

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Market Watch
January 26, 2015
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Estancia Capital invests in Snowden Capital

Snowden Capital Advisors LLC signed an agreement with Estancia Capital Partners LP for a strategic growth capital investment. The terms of the said deal were not disclosed, according to a report published by The Sacramento Bee. Estancia is a top private ...

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VENTURE CAPITAL POST
November 13, 2013
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Former Merrill Lynch Advisor Team Joins Snowden Lane Partners

References to both “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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4 Traders
July 28, 2015
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Former Merrill Lynch Advisor Team Joins Snowden Lane Partners

References to both “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. For more information about ...

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Yahoo Finance India
July 28, 2015
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Robert Joseph Caruso

Robert Joseph Caruso is the Founder of The Kantian Group and serves ... He serves as Member of Advisory Board at Mela Artisans, Inc. and Snowden Capital Advisors LLC. He serves as a Member of Advisory Board at MyMela.com, Inc. He serves as a Director ...

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Bloomberg
August 23, 2015
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Former Merrill Lynch Advisor Team Joins Snowden Lane Partners

References to both “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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Digital Journal
July 28, 2015
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The Feldman Group Joins Snowden Lane Partners; Firm Opens Pittsburgh Office

The Feldman Group will operate from Snowden Lane ... References to both “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 ...

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Yahoo Finance
January 26, 2015
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Snowden Lane Partners Opens New Madison Avenue Headquarters; Doubles NYC Footprint with Eye toward Firm’s Marked Growth

References to both “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. Snowden Lane Partners ...

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Business Wire
September 10, 2015
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Former Merrill Lynch Advisor Team Joins Snowden Lane Partners

References to both “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. For more information about ...

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Market Watch
July 28, 2015
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Hybrid run by ex-Merrill execs land two powerful backers

Snowden Capital Advisors LLC has had a busy couple of weeks. Late in November, the firm landed its first adviser partners — two former Merrill Lynch teams who opened an office in Pasadena, Calif. This week, the upstart hybrid firm, formed in April by ...

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Investment News
December 7, 2012
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The backstory of how a Merrill UHNW team found love in the time of U-5 -- but not with an RIA

When was asked what types of independent firms his team was considering, Brown says both RIAs and broker-dealers and specifically named Snowden Capital Advisors LLC, based in New York. “Great group of folks, great technology.” An RIA model didn’t ...

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RIA Biz
October 23, 2014
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Snowden Capital Advisors Enters Into Agreement With Estancia Capital Partners For A Strategic Growth Capital Investment

NEW YORK, Nov. 13, 2013 /PRNewswire/ -- Snowden Capital Advisors LLC ("Snowden"), an independent, advisor owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that it has secured a significant ...

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The Street
November 13, 2013
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Snowden Lane Partners Opens New Madison Avenue Headquarters; Doubles NYC Footprint with Eye toward Firm’s Marked Growth

References to both “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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Digital Journal
September 10, 2015
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Subha V. Barry

She served as First Vice President of Investments and Resident Director of Merrill Lynch. She has been a Member of Advisory Board at Snowden Capital Advisors LLC since April 08, 2014. She is chair of the Rutgers Cancer Institute's Director's Advisory Council.

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Bloomberg
September 25, 2015
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Clinton Pedrena Group Joins Snowden Lane Partners’ New York City Office

References to both “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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4 Traders
October 21, 2014
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Advisors on the Move: Building Out

Beverly Hills Wealth Management launched an internal asset management division on Wednesday with the addition of McComsey Asset Management. Led by principal Mark McComsey, the asset manager provides multiple disciplined strategies that BHWM advisors will ...

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Wealth Management
September 26, 2013
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