Snowden Lane Partners Bolsters Coral Gables Office, Adds Managing Director
2024年7月10日 - 10:25PM
ビジネスワイヤ(英語)
Industry Veteran, Felipe Torres, Joins Snowden
Lane’s Ureña Wealth Management Group
Snowden Lane Partners, an independent, advisor-owned, wealth
advisory firm dedicated to providing client-focused advice in a
values-driven culture, today announced that Felipe Torres has
joined the firm as a Managing Director in the Ureña Wealth
Management Group, based in Snowden Lane’s Coral Gables office.
“We’re excited to welcome Felipe, as he brings nearly 20 years
of financial services experience to our team,” said Armando A.
Ureña, Senior Partner and Managing Director of the Ureña Wealth
Management Group at Snowden Lane Partners. “It’s always rewarding
when we can add a high-quality advisor who shares our dedicated
approach to client service. We’re looking forward to expanding our
team’s capabilities, as Felipe’s expertise in serving Latin
American high-net-worth individuals made him a natural fit.”
Felipe Torres added, “I'm thrilled to be joining Snowden Lane.
The firm has demonstrated tremendous growth in recent years, and
I’m looking forward to playing my part in continuing that momentum.
Above all else, I know the technology, flexibility, and additional
resources a high-end boutique such as Snowden Lane can offer will
allow me to continue delivering bespoke solutions to achieve my
clients’ financial goals.”
Before joining Snowden Lane, Torres spent three years as a
Senior Investment Advisor at Creand Wealth Management. Prior to his
role at Creand, Torres served as an Investment Advisor at Banco
Santander for five years. Throughout his career, Torres has also
gained experience at Colombian and European financial institutions
such as UBS, Citi and Corredores Asociados, where he specialized in
building and rebalancing investment portfolios to achieve
client-specific investment goals.
Torres received his MBA from New York University and a
bachelor’s in finance from Universidad Externado de Colombia.
Since its founding in 2011, Snowden Lane has built a national
brand, attracting top industry talent from Morgan Stanley, Merrill
Lynch, UBS, JP Morgan, Raymond James, Wells Fargo, and Fieldpoint
Private, among others.
Snowden Lane employs 153 total professionals, 88 of whom are
financial advisors, across 16 offices around the country: Pasadena
and San Diego, CA; New Haven, CT; Boca Raton, Fort Lauderdale and
Coral Gables, FL; Chicago, IL; Pittsburgh, PA; Baltimore, Salisbury
and Bethesda, MD; San Antonio, TX; Buffalo, NY; Lebanon, NH;
Golden, CO, as well as its New York City headquarters.
The firm is included in Barron’s 2023, 2022, 2021 and 2020 Top
100 RIA Firms ranking, in addition to the 2023 and 2022
Forbes/SHOOK Top RIA Firms ranking. USA TODAY named Snowden Lane to
its 2024 and 2023 list of America's Best Financial Advisory Firms
and the Financial Times named Snowden Lane to its elite FT 300 list
for six straight years, recognizing Snowden Lane as one of the top
independent RIA firms in the U.S. Many of the firm’s advisors have
been recognized as Financial Times 401 Top Retirement advisors, and
a number by Forbes/SHOOK as Forbes Best-In-State Wealth
advisors.
About Snowden Lane Partners
Snowden Lane is a nationally branded, open-architecture, hybrid
registered investment advisor and broker-dealer that provides
wealth advisory services to high net-worth individuals, families,
and institutional clients.
The firm is led by an experienced team of industry executives,
including Lyle LaMothe, Chairman of the Board of Managers, Rob
Mooney, Managing Partner & CEO, and Greg Franks, Managing
Partner, President & COO, who are dedicated to building a
client-focused, nationally branded, boutique wealth advisory
partnership.
Snowden Lane is headquartered in New York City and operates as
an SEC registered investment adviser and a FINRA licensed
broker-dealer. Snowden Lane provides a multi-custodian,
multi-currency platform, with aggregated performance reporting and
leading analytical tools for clients and advisors. Snowden Lane
further provides full operational, finance, compliance, human
resources, and financial advisor transition support to its
financial advisors.
For more information about Snowden Lane, please visit
www.snowdenlane.com.
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Kevin Santo Water & Wall snowdenlane@waterandwall.com