Snowden Lane Partners Adds Morgan Stanley Veteran with $1 Billion in Client Assets

Jaime Sanchez Yarza to form The Yarza Group at Snowden Lane’s Coral Gables Office

The Addition Brings Snowden Lane’s Total Client Assets to $13 Billion

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Jaime Sanchez Yarza has joined the firm as a Senior Partner and Managing Director, alongside Jose Andres Ramirez, Portfolio Director and Senior Client Relationship Manager, and Paula Andrea Gonzales, Group Director and Senior Client Relationship Manager.

Based in Snowden Lane’s Coral Gables office, they will form The Yarza Group with $1 billion in total client assets.

The addition brings Snowden Lane’s total client assets to $13 billion, building upon a successful 2023 that included the addition of 12 advisors representing over $2 billion in assets.

“We’re thrilled to officially welcome Jaime, Jose, and Paula to our Coral Gables team,” said Greg Franks, Managing Partner, President & COO of Snowden Lane Partners. “Jaime has had a truly illustrious career, and we’re humbled that The Yarza Group selected Snowden Lane as its next destination. We’re excited for the expertise he’ll undoubtedly bring to our broader team, as he has served as a quality advisor for many years.”

Jaime Sanchez Yarza added, “We're excited to join Snowden Lane for the next chapter of our careers. As we evaluated our options, we felt Snowden Lane offered us the perfect blend of a boutique culture and sophisticated solutions that would allow us to continue delivering the individualized, custom offerings our large client base has come to expect. Most of all, we’re looking forward to continuing to help each of our clients achieve their unique goals.”

Prior to joining Snowden Lane, Yarza spent 17 years at Morgan Stanley, most recently serving as Managing Director. He previously served as Vice President for nine years at Goldman Sachs, and received his MBA from the Olin Business School at Washington University in St. Louis, and a BSBA in Finance from the Instituto Tecnológico Autónomo de México.

The Yarza Group will serve both international and domestic clients, with a particular specialty in serving ultra-high-net-worth individuals, families and foundations.

“Our firm has been fortunate to generate tremendous recruiting momentum over the past two years, with the addition of Jaime, Jose, and Paula serving as the latest example of that,” said Lyle LaMothe, Chairman of Snowden Lane Partners. “We’re equally excited to collaborate with The Yarza Group, and to continue our growth trajectory for the rest of 2024 and beyond.”

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 152 total professionals, 87 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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