Snowden Lane Partners adds $208M mother-son advisor team in New York

Snowden Lane Partners adds $208M mother-son advisor team in New York
The advisors become managing directors at the firm’s headquarters.
FEB 23, 2024

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.

Latest News

Why the off-channel comms problem is far from solved
Why the off-channel comms problem is far from solved

Despite a lighter regulatory outlook and staffing disruptions at the SEC, one compliance expert says RIA firms shouldn't expect a "free pass."

FINRA penalizes another broker dealer for social media miscues
FINRA penalizes another broker dealer for social media miscues

FINRA has been focused on firms and their use of social media for several years.

Advisor moves: LPL recruits Merrill alum, Raymond James adds defectors from Edward Jones and Janney
Advisor moves: LPL recruits Merrill alum, Raymond James adds defectors from Edward Jones and Janney

RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.

Cantor Fitzgerald to acquire hedge fund unit from UBS
Cantor Fitzgerald to acquire hedge fund unit from UBS

The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.

Navigating life’s big transitions for women clients
Navigating life’s big transitions for women clients

Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.