Lane Partners said that financial advisors Philip Lazzari, Mark Stevens, Eric Watson, and Eric Lanny Buckner, comprising the Harbor Wealth Management Group, have joined the firm from UBS as partners and managing directors.
Snowden Lane simultaneously announced the opening of a Baltimore, Md., office, from which the Harbor Wealth Management Group will operate.
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"Snowden Lane Partners is the right place for our clients and our team," said Phil Lazzari. "The firm’s high-touch, independent boutique culture and full-service platform define the independent hybrid firm of the future."
Added Mark Stevens, "Our confidence in Snowden Lane’s experienced management team and its strong, differentiated values-driven culture made this the right decision for us."
The Harbor Wealth Management Group, which serves private clients, small businesses, non-profits, and corporate executives, collectively has close to 100 years of experience gained at the industry’s top wealth management firms.
In addition, it has strong capabilities in managing risk, advising on concentrated equity positions and providing retirement plan services, as well as in portfolio construction and personalized investment solutions.
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By GlobalData"We are thrilled to have professionals of this stature join our partnership and open a new market," said Greg Franks, Snowden Lane’s Managing Partner and President. "I have personally known and worked with these advisors for a number of years and they’re an absolutely top-tier team."
Snowden Lane’s Chairman, Lyle LaMothe, added, "Establishing an office in Baltimore with such a high quality group further validates our partnership’s culture and capabilities, and is a meaningful step forward in growing Snowden Lane’s national footprint."
Rob Mooney, Snowden Lane’s Managing Partner and CEO said, "This is an important milestone for our partnership as we near $1.5 billion in client assets under management. We expect many more top advisors to join our firm in the coming months."
