Joseph Hubbell, who oversaw $100m at Merrill Lynch, has merged his practice with Snowden Lane’s Clinton-Pedrena Group to form Veritas Private Wealth Group in New York City.
Snowden Lane’s Clinton-Pedrena Group comprises of two other ex-Merrill Lynch advisers, Jesse Clinton and Phil Pedrena.
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Veritas Private Wealth Group will oversee more than $370m in client assets, Snowden Lane said.
Prior to joining Snowden Lane, Hubbell also held positions at Smith Barney, UBS and JPMorgan.
Hubbell said: "Snowden Lane’s commitment to its clients and its thriving network of top-notch financial advisory talent are what drew me to the firm and it’s my privilege to now be a part of the future successes of the new Veritas Private Wealth Group. I look forward to doing great things together for the benefit of our clients."
Greg Franks, a managing partner and president of Snowden Lane, said: "This isn’t just a big win for Snowden Lane, it’s also a testament to the promise of our independent advisory model. Talent is a precious commodity in this business and this firm continues to attract it for all the right reasons."
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