BETHESDA, Md.–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Douglas J. Gill has joined the firm with $420 million in assets under management.
As the latest addition to the firm’s Riverstone Capital Wealth Group, Gill will be based in Snowden Lane’s Bethesda office and serve as a Partner and Managing Director. With a focus on generational wealth planning, investment management and philanthropy, he joins Snowden Lane with over 30 years of experience in financial services. His arrival takes Snowden Lane’s total client assets above $10 billion.
“We’re thrilled to welcome Doug to the firm, as his experience in the independent wealth management space makes him a natural fit for our team,” said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners. “We’re also humbled by the milestone our firm has achieved today, as it illustrates that personalized client service and our core values continue to resonate across our industry.”
“I’m looking forward to working alongside Doug to continue offering our clients cutting-edge solutions,” said Alex Bryer, Senior Partner and Managing Director with Snowden Lane’s Riverstone Capital Wealth Group. “The depth and breadth of his investment experience, in addition to his expertise in working with entrepreneurs, will be a natural complement to our team’s existing capabilities. More than anything, though, I know his values align perfectly with Snowden Lane’s and we’re all excited to collaborate on our clients’ behalf.”
Prior to joining Snowden Lane, Gill founded FullArc Wealth Management at CreativeOne Wealth, where he offered entrepreneurs, families and foundations comprehensive investment advice, financial planning, trust and estate recommendations, and risk management strategies.
Gill also previously spent 17 years as a Private Wealth Advisor at Goldman Sachs and Morgan Stanley, and before entering the wealth management space, served as an institutional trader, managing risk capital in bonds and currencies in London, Paris, Tokyo, and New York. In addition to his financial services experience, Gill mentors entrepreneurs at the Halcyon Incubator in Washington, D.C.
“I’m excited to join Snowden Lane for the next step of my career and to continue offering my clients the individual attention and creative solutions they have come to expect,” Gill said. “I’ve been fortunate to work for a range of firms across the wealth management industry, each of which applied their own approaches, but the emphasis Snowden Lane places on personalized client service made the firm a clear choice as I continue my career in the independent advisory space.”
Added Greg Franks, Managing Partner, President & COO: “We’re excited that Doug chose to continue his career at Snowden Lane, especially amid an increasingly competitive recruiting landscape. His experience and expertise make him an asset to any organization, and I’m confident his customized approach will continue helping clients achieve their unique financial goals.”
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 137 total professionals, 75 of whom are financial advisors, across 13 offices around the country: Pasadena and San Diego, CA; New Haven, CT; Coral Gables, FL; Chicago, IL; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; Buffalo, NY; Lebanon, NH, as well as its New York City headquarters.
The firm is included in Barron’s 2022, 2021 and 2020 Top 100 RIA Firms ranking, in addition to the 2022 Forbes/Shook Top RIA Firms ranking. 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 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
