Daniel J. Rodriguez brings $84 Million in Client Assets
CORAL GABLES, Fla.–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Daniel J. (“Danny”) Rodriguez has joined the firm in its Coral Gables office as a Partner and Managing Director.
Rodriguez is an industry veteran with over three decades of experience advising clients on a variety of financial planning and wealth management issues. He joins the firm from Merrill Lynch where he was previously a Senior Vice President Portfolio Advisor and oversaw $84 million in client assets. Prior to his tenure at Merrill Lynch, Rodriguez held roles at Wells Fargo and Prudential Financial. Tatiana Martinez-Ventura, Rodriguez’ longtime associate, will join Snowden Lane as well as a Senior Registered Client Relationship Manager, Planning & Investment Analyst.
“We’re thrilled to be in a position to welcome a talented team like Danny and Tatiana in the midst of such market turbulence,” said Greg Franks, President & COO of Snowden Lane. “Our sophisticated boutique firm continues to demonstrate its superior ability to operate in the current environment and we will keep executing on growth opportunities like this one.”
Within their practice, Rodriguez and Martinez-Ventura serve both international and domestic high-net-worth individuals, families, and corporations. They develop financial strategies to meet clients’ short and long term goals and objectives, while keeping them well informed of developments and alternatives. The pair will be based out of the firm’s Coral Gables office, which opened in June last year.
“As advisors, as counselors, as relationship managers it’s our responsibility to help investors who now, more than ever, need guidance on how a global event will impact their personal financial goals,” said Rodriguez. “I’m excited to be part of a truly independent firm that prioritizes clients and advisors, while providing the tools necessary to operate at the highest level and to expand the business.”
Since its founding in 2011, Snowden Lane has rapidly built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, and Wells Fargo, among others. The firm has 11 offices around the country: Pasadena and San Diego, CA; New Haven, CT; Coral Gables, FL; Chicago, IL; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; as well as its New York City headquarters. In 2019, the Financial Times named Snowden Lane to its elite FT 300 list for the fifth straight year, recognizing it as one of the top independent RIA firms in the U.S. Many of the firm’s advisors have been recognized as FT 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.
Snowden Lane 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 broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. It 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.
References to “Snowden Lane” and “Snowden Lane Partners” are references to Snowden Capital Advisors LLC, an investment adviser registered with the U.S. Securities and Exchange Commission, and its affiliated entities.
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