Alex Bryer, Keary Castleberry and Armando Ureña Honored for Second Consecutive Year
NEW YORK–(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 eight of the firm’s financial advisors have been recognized by AdvisorHub in the publication’s 2023 Advisors to Watch ranking:
- Alex Bryer, Riverstone Capital Wealth Group
- Keary Castleberry, The Castleberry Advisor Group
- Luis Gonzalez, The LaMothe-Gonzalez Group
- Bob Hoffman, The Hoffman Manzanares Group
- Jon LaMothe, The LaMothe-Gonzalez Group
- Loretta Manzanares, The Hoffman Manzanares Group
- Bill Markel, Magnolia Wealth Advisors
- Armando Ureña, Ureña Wealth Management Group
Separated into multiple subcategories, the Advisors to Watch rankings evaluate financial professionals based on their scope of practice, measured by assets, production and level of service; growth of practice, consisting of year-over-year growth in assets, households and production; and professionalism, which includes regulatory record, community service and team diversity.
Bryer, Gonzalez and Ureña were recognized among the 100 Advisors to Watch Under $1B, while Hoffman, LaMothe, Manzanares and Markel ranked within the 200 Fast Growing Advisors to Watch. Castleberry was honored among the 100 Solo Advisors to Watch. This marks the second consecutive year that Bryer, Castleberry and Ureña were included in the ranking.
“It’s always fulfilling to see our advisors get recognized for their hard work and commitment to their clients, especially by such a reputable publication,” said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners. “This is a well-deserved honor, as each of these advisors has consistently delivered specialized solutions to help their clients reach their financial goals. It’s incredibly gratifying to have this group as part of our larger Snowden Lane team.”
Added Greg Franks, Managing Partner, President & COO: “I’ve always been inspired by our advisors’ approach to their work, and this recognition is a true testament to their efforts. Our advisors embody our firm’s values of putting clients first and prioritizing individual relationships, and I’m so proud to see these seven, specifically, be honored for their dedication.”
Snowden Lane employs 137 total professionals, 75 of whom are financial advisors, across 13 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; Buffalo, NY; Lebanon, NH, as well as its New York City headquarters.
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, Fieldpoint Private and Wells Fargo, among others.
The firm is included in Barron’s 2022, 2021 and 2020 Top 100 RIA Firms ranking, in addition to the 2022 Forbes/Shook Top RIA Firms ranking. The Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing Snowden Lane as one of the top independent RIA firms in the U.S. Many of the firm’s advisors have been recognized as Financial Times 401 Top Retirement advisors, and a number by Forbes/Shook as 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.
The firm 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 FINRA licensed broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. Snowden Lane 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
Contacts
Kevin Santo
Water & Wall
snowdenlane@waterandwall.com