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.
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Employee accounts, crypto trials and job cuts frame a pivotal year for the Swiss lender.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
