Snowden Lane Partners Bolsters Coral Gables Office, Adds Managing Director

Industry Veteran, Felipe Torres, Joins Snowden Lane’s Ureña Wealth Management Group

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Felipe Torres has joined the firm as a Managing Director in the Ureña Wealth Management Group, based in Snowden Lane’s Coral Gables office.

“We’re excited to welcome Felipe, as he brings nearly 20 years of financial services experience to our team,” said Armando A. Ureña, Senior Partner and Managing Director of the Ureña Wealth Management Group at Snowden Lane Partners. “It’s always rewarding when we can add a high-quality advisor who shares our dedicated approach to client service. We’re looking forward to expanding our team’s capabilities, as Felipe’s expertise in serving Latin American high-net-worth individuals made him a natural fit.”

Felipe Torres added, “I'm thrilled to be joining Snowden Lane. The firm has demonstrated tremendous growth in recent years, and I’m looking forward to playing my part in continuing that momentum. Above all else, I know the technology, flexibility, and additional resources a high-end boutique such as Snowden Lane can offer will allow me to continue delivering bespoke solutions to achieve my clients’ financial goals.”

Before joining Snowden Lane, Torres spent three years as a Senior Investment Advisor at Creand Wealth Management. Prior to his role at Creand, Torres served as an Investment Advisor at Banco Santander for five years. Throughout his career, Torres has also gained experience at Colombian and European financial institutions such as UBS, Citi and Corredores Asociados, where he specialized in building and rebalancing investment portfolios to achieve client-specific investment goals.

Torres received his MBA from New York University and a bachelor’s in finance from Universidad Externado de Colombia.

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 153 total professionals, 88 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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240710848301/en/