Snowden Lane Partners (an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture) announced that Ornella and Brian Solomon have joined the firm as Managing Directors based in Snowden Lane’s New York City headquarters. Together, the mother-son wealth management team will form The Lewis-Solomon Group with $208 million in client assets and have selected Charles Schwab as their custodian.
The Lewis-Solomon Group is the first advisory team to join Snowden Lane this year, following a successful 2023 – which included the addition of 12 advisors representing over $1 billion in assets and three new office locations in Lebanon, NH, Golden, CO, and Boca Raton, FL.
Before joining Snowden Lane, the Solomons spent five years at Laidlaw & Company (UK) Ltd. in New York City. Ornella started her 35-year wealth management career at EF Hutton before serving at Citigroup and Morgan Stanley. And over her career, Ornella has earned an outstanding reputation for serving her high net-worth clients at the highest level. Before Laidlaw, Brian served as a Wealth Advisor Associate at Morgan Stanley, specializing in developing customized financial plans and tailored investment solutions for high-net-worth families and individuals.
Since being founded 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. And Snowden Lane employs 149 total professionals, 86 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.
KEY QUOTES:
“We’re thrilled to welcome Brian and Ornella to Snowden Lane. Both have built tremendous track records in our industry, but more importantly, their relationship-driven approach and dedication to offering clients holistic, personalized solutions align perfectly with our firm’s values. We’re humbled that Brian and Ornella have selected Snowden Lane for the next chapter of their careers.”
– Rob Mooney, Managing Partner & CEO of Snowden Lane Partners
“We’re excited to join Snowden Lane, as we feel it is the best destination for us to continue providing our clients the personalized service and customizable solutions that they’ve come to expect. Our clients have always been our top priority, and ultimately, we felt Snowden Lane’s technology and investment platform and our shared values positioned us well for a seamless transition.”
– Ornella Solomon
