Boutique Firm Snowden Lane Adds $400M UBS Team

With the new reps, Snowden Lane is closing in on $1.4 billion in assets nationwideBoutique wealth manager Snowden Lane said early Tuesday that it added a former UBS UBS team in Baltimore with about $400 million in client assets.The means the group now has 15 advisors, about $1.4 billion in assets and offices in three major metropolitan areas Baltimore-Washington, D.C., New York and Pasadena-Los Angeles.The four new advisors are Philip A. Lazzari, Mark D. Stevens, Eric Watson and Eric L. “Lanny” Buckner, who do business as the Harbor Wealth Management Group.

via Boutique Firm Snowden Lane Adds $400M UBS Team.

Leave a Reply

Your email address will not be published. Required fields are marked *