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.
New integration flags non-compliant language in AI-generated meeting notes as regulators sharpen focus on advisor recordkeeping.
They settled the same day the SEC sued - but the penalty is still unset.
The fee-only RIA's ninth deal of the year builds on record 2026 M&A activity and a minority staking investment from Hamilton Lane.
The tribally owned investment arm of the Eastern Band of Cherokee Indians clams it has not recovered any money from a $2.5 million loan to Smith's real estate firm.
The Lynnfield RIA enters the Midwest a second time, adding a specialist Milwaukee equity team to its investing platform.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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