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Eight Snowden Lane Partners Professionals Recognized Among AdvisorHub s 2023 Advisors to Watch
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Shot in the arm: Vaccine brings LatAm clients to Miami
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A shot in the arm: Vaccine brings LatAm clients to Miami
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Doug Flaherty
Snowden Lane Partners, a hybrid firm with $3 billion in advisory assets under management, has been slowly chipping away Wells Fargo’s international businesses in Manhattan and Miami.
Six advisor teams have jumped from Wells to Snowden, adding several million dollars to both hubs, said Greg Franks, president and chief operating officer of Snowden Lane.
Initially Wells executives explored the possibility of finding a single firm interested in lifting out the entire international business as a single entity. Insigneo Financial Group, a Miami-based independent broker/dealer, made Wells Fargo Advisors an offer to transition the international accounts of advisors joining Insigneo in one shot. Wells declined Insigneo’s proposal and others like it.
Another Wells Fargo Team Heads to Snowden Lane for Non-U.S. Biz Advisor Alfredo Garcia decided to move to Snowden Lane after Wells Fargo announced in January it would stop catering to international clients, which make up a majority of his book.
Snowden Lane has recruited another team from Wells Fargo Advisors. Alfredo Garcia, who managed over $100 million in assets under management, decided to make the move to Snowden Lane after Wells Fargo announced in January it would stop catering to international clients.
“That took us by surprise, and it took a while for us to regroup and try to find strategies as to what would be our future,” said Garcia, who joins Snowden Lane’s New York headquarters.