A mother and son wealth management team has joined Snowden Lane Partners as managing directors in its New York headquarters.
Previously with Laidlaw & Co., Ornella Solomon and Brian Solomon will form the Lewis-Solomon Group with $208 million in client assets. They become the first advisor team to join Snowden Lane so far in 2024. Last year the firm welcomed advisors managing more than $1 billion in assets.
Ornella Solomon has enjoyed a 35-year career in wealth management, starting at EF Hutton and including periods at Citigroup and Morgan Stanley.
“We're excited to join Snowden Lane, as we feel it is the best destination for us to continue providing our clients the personalized service and customizable solutions that they’ve come to expect,” she said in a statement. “Our clients have always been our top priority, and ultimately, we felt Snowden Lane’s technology and investment platform, and our shared values positioned us well for a seamless transition.”
Brian Solomon was also previously at Morgan Stanley where he was a wealth advisor associate.
“We’re thrilled to welcome Brian and Ornella to Snowden Lane,” said Rob Mooney, managing partner and CEO of Snowden Lane Partners. “Both have built tremendous track records in our industry, but more importantly, their relationship-driven approach and dedication to offering clients holistic, personalized solutions align perfectly with our firm’s values. We’re humbled that Brian and Ornella have selected Snowden Lane for the next chapter of their careers.”
Snowden Lane opened its 15th office in December 2023 with a duo in Florida and now employs 149 total professionals, including 86 financial advisors.
Pew survey reveals slight majority consensus on tax rates, but views splinter based on political alignment and income levels.
While the Federal Reserve's decision to hold interest rates steady in March was widely expected, it's the reactions from financial professionals that provide a more nuanced picture of the central bank's approach.
The pioneering member of Canada's Maple Eight is stepping back from its go-it-alone private equity approach as a drought in deals and Trump's trade war prompt a rethink.
The firms' latest additions in Florida and Nevada come as a strategic change at UBS raises risk of advisor defections.
The new program offers opportunities and events structured for rookies, next-gen advisor leaders, and soon-to-exit veterans.
In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
