$7bn RIA recruits $200m breakaway LatAm team
Snowden Lane Partners has added another team from Wells Fargo to its international advisor unit.
The New York-based RIA has recruited Joe Oliveira, Jessy Mogro, Ana Paula O’Keefe and Jorge Silva (pictured left to right) who have formed The Oliveira, Silva & Mogro group on its independent advisor network, the firm has announced.
The quartet oversees $212m for clients who reside in Brazil, Mexico, Argentina, Colombia, Venezuela and Europe, as well as in the US.
All four team members had been at Wells Fargo since 2018 and previously worked at JP Morgan Securities in New York.