Three advisers who oversaw $350 million in client assets at Fieldpoint Private Advisors have joined New York-based Snowden Lane Partners.
Andrew Randak, Nicole Boutmy de Katzmann and Kristian Sedeño have formed The Mile Creek Global Group, based in Snowden Lane’s New York, Coral Gables, Florida, and New Haven, Connecticut, offices.
Randak has joined the firm as senior partner and managing director. He specializes in helping clients throughout Europe, North and South America manage wealth and handle complex, cross-border issues. Randak served as a managing director and senior adviser at Fieldpoint.
Boutmy de Katzmann and Sedeño both joined Snowden as managing director and partner.
Boutmy de Katzmann advises families in Europe, Latin America and the U.S. in multigenerational wealth planning, investments, philanthropy and gifting. He had served as a managing director and senior adviser at Fieldpoint Private.
Sedeño provides wealth management and private banking services to domestic and international families. Sedeño was vice president and associate adviser at Fieldpoint Private.
Wealth managers watch as Apple and NVDA battle it out for the title of the world's largest company.
“There was also cash moving off the sidelines,” one Merrill executive noted.
The PE-backed wealth giant is welcoming the veteran with over 20 years of experience to help lead its next phase of growth.
The Cincinatti firm reportedly missed multiple signs that the errant advisor misappropriated $728k from clients to fund his gambling, pay personal expenses, and repay other investors.
Broadridge industry survey unpacks sentiments and gaps around active ETFs, alts, indexing solutions, and AI adoption.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success