Financial advisors Philip A Lazzari, Mark D Stevens, Eric Watson and Eric L “Lanny” Buckner, comprising the Harbor Wealth Management Group, have joined Snowden Lane Partners from UBS as partners and managing directors.
Snowden Lane has opened a new Baltimore, Maryland office from where the Harbor Wealth Management Group will operate.
“Snowden Lane Partners is the right place for our clients and our team,” says Lazzari. “The firm’s high-touch, independent boutique culture and full-service platform define the independent hybrid firm of the future.”
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 personalised investment solutions.
“We are thrilled to have professionals of this stature join our partnership and open a new market,” says 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.”