Snowden Lane Has Opened Three New Offices and Recruited 12 Advisors in 2023

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Ron Zuckerman and John Paul (“JP”) McManus have joined the firm, forming the Zuckerman McManus Wealth Advisory Group. Together, they will lead the opening of Snowden Lane’s 15^th office location in Boca Raton, Florida.

Zuckerman will serve as Partner and Managing Director, while McManus has joined as Vice President and Private Wealth Advisor.

Snowden Lane’s office in Boca Raton marks the firm’s second in Florida, building on the success of its existing Coral Gables location. It also represents the third new office Snowden Lane has opened in 2023 and the second in the past month, as the firm announced a new office in Golden, Colorado at the end of November.

“As we continue our exciting growth as a firm, it remains integral that we recruit advisors who share our focus on providing personalized client service and superior investment capabilities,” said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners. “Ron and JP fit neatly into that mold, and their experience makes them perfect candidates to spearhead our 15^th office nationwide. We’re grateful that the advisor community continues to view Snowden Lane as an attractive destination, and we’re looking forward to continuing our firmwide momentum in 2024.”

Prior to joining Snowden Lane, Zuckerman and McManus served as Managing Director and Vice President, respectively, at Laidlaw & Company (UK) Ltd., located in South Florida. Zuckerman boasts nearly 25 years of experience in the industry, having joined Laidlaw after graduating from Union College in New York with a bachelor’s degree in economics.

McManus has worked in finance for over 14 years, holding an economics degree from Columbia University. He passed Level III of the Chartered Financial Analyst exam in 2018 and has been a CFA charterholder since January 2019.

The Zuckerman McManus Wealth Advisory Group brings with them a client base of high-net-worth families, entrepreneurs, and executives at both public and private companies. They work with both domestic and international clients and specialize in financial, estate and retirement planning, offering tax-advantaged strategies and alternative investments, among other investment avenues.

“It’s exciting to be joining Snowden Lane for multiple reasons, but chief among them is the knowledge that we’re joining a top-quality firm whose values align with our own,” Zuckerman said. “While this represents the next step in our careers, JP and I are looking forward to continuing to ensure our clients have the high-quality, specialized solutions they deserve. We’re humbled to have the opportunity to lead the firm’s expansion in Florida and are thrilled to officially become members of Snowden Lane’s team.”

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 147 total professionals, 84 of whom are financial advisors, across 15 offices around the country: Pasadena and San Diego, CA; New Haven, CT; Boca Raton 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. 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 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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