Snowden Lane Partners Continues Chicago Growth with New Advisor

Luis Vegas Joins from J.P. Morgan Securities

CHICAGO–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Luis Vegas has joined the firm in its Chicago office.

Luis Vegas joins Snowden Lane as a Senior Partner and Managing Director from J.P. Morgan Securities. He and his team work with a variety of high-net-worth individuals and families across Latin America, the United States and Europe. They specialize in creating customized portfolios for their clients, with a focus on equity and fixed income, European and emerging markets, and structured products.

“We’re thrilled to welcome Luis to our growing Chicago office,” said Lyle LaMothe, Chairman of Snowden Lane Partners. “While his experience in the business speaks for itself, his values and dedication to clients are what makes him such a great addition to the Snowden Lane team. He’s a perfect fit for our firm and we’re delighted he decided to join our team.”

Added Vegas: “I am excited to be a part of a truly independent firm that empowers its advisors to provide the highest possible service. Helping clients achieve their financial goals is what drives my team and me every day, and the flexibility Snowden Lane affords my clients will create more opportunities for them over the long-term.”

Vegas brings 22 years of wealth management experience to Snowden Lane, and previously held roles at Katana Trading in Spain, Bear Stearns, and Glickenhaus & Co. before joining J.P. Morgan Securities in 2002. He received his B.A. in both Economics and History from Tufts University, and his M.B.A. in Finance from Pepperdine University Graziadio School of Business Management.

“We opened our Chicago office almost a year ago to the day, and the growth we’ve been able to achieve in that market in such a short amount of time is something we’re very proud of,” said Rob Mooney, CEO of Snowden Lane. “The importance of unbiased, conflict-free advice has been magnified due to the challenges clients have faced this year, and having advisors like Luis join Snowden Lane is a testament that our partnership model is resonating with advisors.”

Since its founding in 2011, Snowden Lane has rapidly 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 11 offices around the country: Pasadena and San Diego, CA; New Haven, CT; Coral Gables, FL; Chicago, IL; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; as well as its New York City headquarters.

Snowden Lane was recently named a Barron’s Top 100 RIA, recognizing it as one of the top independent RIA firms in the U.S. The Financial Times included Snowden Lane in its elite FT 300 Top RIA list in 2020 for the sixth-straight year. Many of the firm’s advisors have also been previously recognized in other prominent lists, including the FT 401 Top Retirement advisors, and Forbes’ Best-In-State Wealth advisors.

About Snowden Lane Partners

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

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

Snowden Lane is headquartered in New York City and operates an SEC registered investment adviser and a broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. It further provides full operational, finance, compliance, human resources, and financial advisor transition support to its financial advisors.

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

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.

Contacts

Water & Wall

Alaina Hay

803-238-9076

SnowdenLane@waterandwall.com