The Feldman Group has joined wealth advisory firm Snowden Lane Partners, and will operate from Snowden Lane’s newly-opened Pittsburgh office.
Financial advisors Robert E. Feldman and Donna G. Bowler have joined Snowden Lane Partners from Merrill Lynch.
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Feldman is a partner and managing director, and Bowler serves as private wealth advisor.
"Snowden Lane Partners’ pristine reputation and the high regard it has earned in the financial advisory arena way exceeds the number of years it’s been around. When we made the decision to transition to an independent firm, Snowden Lane was the only one which earned our serious consideration," said Bob Feldman.
The Feldman Group serves high net worth individuals, families and institutions. The team’s investment approach focuses on simplicity, transparency and discipline through the implementation of a Rules Based Investment strategy.
The team develops long-term client relationships and focuses on behavioral finance, working to eliminate emotion from investment decision making.
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By GlobalDataSnowden Lane’s chairman Lyle LaMothe said, "Bobby is a financial industry veteran who’s earned a strong following for his disciplined, client-first approach. We’re thrilled that he and his associate, Donna Bowler, are making Snowden Lane their new home."
Managing partner and president, Greg Franks further said, "last year we identified Pennsylvania as a key market for us and said we’d be focusing on building our advisor base there. We expect several more teams to join us across the Keystone State. The Feldman Group joins other highly regarded teams that have transitioned to Snowden Lane since October in Baltimore and New York, representing over $900 million in client assets."
Snowden Lane’s managing partner and CEO Rob Mooney said, "We are encouraged to have another high-quality advisor team be attracted to our fast growing partnership. Pittsburgh marks our fifth office in an expanding national footprint and demonstrates the continuing appeal of our firm’s values-driven culture to high-caliber wealth advisors."
