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.
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
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
