Former Citi veteran joins Snowden Lane for HNW-focused practice

Former Citi veteran joins Snowden Lane for HNW-focused practice
Experienced advisor team in Florida follows recent expansion in Colorado.
DEC 04, 2023

Snowden Lane Partners has recruited a former Citigroup veteran as a partner and managing director in its office in Coral Gables, Florida.

Christian Silva Lima Gherardi, along with Pedro Pelaez, who will serve as a private wealth advisor, will operate as the Gherardi Group serving high net-worth international families.

Gherardi has almost 30 years of industry experience, most recently at Bulltick Wealth Management for eight years where he and Pelaez were the top-producing team, but prior to that he was with Citigroup Investment Services and Citigroup Global Markets.

“We’re thrilled to have Christian and Pedro joining us in Coral Gables, as they’ve both built a tremendous track record in the international wealth management space,” said Greg Franks, Managing partner, president and chief operating officer of Snowden Lane Partners. “We remain committed to building our presence in Florida and our approach is grounded by adding industry-leading professionals such as Christian and Pedro.”

Pelaez also has nearly 20 years of wealth management industry experience and served as both a registered sales associate and financial advisor for the top-performing team at Citigroup Latin America where Gherardi was the top producer for 16 years.

“I’m looking forward to collaborating with Pedro once again at Snowden Lane,” said Gherardi. “We have both spent over 20 years in the international wealth management space, and as the industry continues to evolve, we felt Snowden Lane offered us the best opportunity to continue providing our clients with the flexible, goal-based solutions they have come to expect. The Coral Gables team brings their own international expertise to the table, and we’re excited to collaborate to achieve our clients’ financial goals.”

COLORADO EXPANSION

Snowden Lane has also added Schuyler Cayton and his father Wendell Cayton, who will serve as partners and managing directors in a new office in Golden, Colorado, the firm’s 14th nationwide.

The new Mountain West Advisors team also includes senior client relationship manager, Erika Winters, who worked alongside Schuyler Cayton at Wealth Management Associates of Colorado, an independent financial services company where he was principal and owner having previously worked as a financial advisor at Wells Fargo.

Wendell Cayton has 36 years of experience in the industry, having worked for Wealth Management Associates and Transamerica, among other firms.

Adding the Colorado office means that Snowden now has locations across 10 states and a presence in each of the contiguous states’ four different time zones.

“Schuyler and Wendell are exceptional advisors, and we’re thrilled that they’ll be leading our expansion in Colorado,” said Lyle LaMothe, chairman of Snowden Lane Partners. “We’ve long sought out a larger footprint in the Mountain West, and I’m confident the Caytons’ experience and knowledge will be invaluable as we begin serving clients in the region.”

Latest News

Judge OKs more than $90 million in settlement money for GWG investors
Judge OKs more than $90 million in settlement money for GWG investors

Mayer Brown, GWG's law firm, agreed to pay $30 million to resolve conflict of interest claims.

Fintech bytes: Orion and eMoney add new planning, investment tools for RIAs
Fintech bytes: Orion and eMoney add new planning, investment tools for RIAs

Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.

Retirement uncertainty cuts across generations: Transamerica
Retirement uncertainty cuts across generations: Transamerica

National survey of workers exposes widespread retirement planning challenges for Gen Z, Millennials, Gen X, and Boomers.

Does a merger or acquisition make sense for your firm? Why now is the perfect time to secure your firm’s future
Does a merger or acquisition make sense for your firm? Why now is the perfect time to secure your firm’s future

While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.

Raymond James continues recruitment run with UBS, Morgan Stanley teams
Raymond James continues recruitment run with UBS, Morgan Stanley teams

A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

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