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Snowden Lane Partners expands international wealth presence with new adviser team

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Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of a new advisory team based in their New York City headquarters.

The Oliveira, Silva & Mogro (OSM) Group is comprised of Joe Oliveira, Senior Partner, Managing Director, Jorge Silva, Senior Partner, Managing Director, Jessy Mogro, Partner, Managing Director, and Ana Paula O’Keefe, Senior Registered Client Relationship Manager. They oversee USD212 million in client assets and joined from Wells Fargo. 

“We’re delighted to welcome Joe, Jorge, Jessy and Ana to the team,” says Rob Mooney, CEO of Snowden Lane Partners. “They care deeply about their clients and they’ve created a tight-knit team that really works well together. It’s no surprise they’ve become such a successful and high-performing group, and we look forward to watching them grow.”

The OSM Group specialises in customised wealth management solutions and financial planning for their clients residing predominantly in Brazil, Mexico, Argentina, Colombia, Venezuela and Europe, as well as in the US With almost 90 years of combined experience in the international wealth arena, OSM tailors a customer-centric and fiduciary approach to each of their clients’ needs and financial goals, with client satisfaction and trust at the centre of all they do.

“The universe of wealth advisors has grown dramatically over the last few years, but as we took a look at the firms out there and analysed which platforms offered the best home for our clients, Snowden Lane really stood out,” says Joe Oliveira. “Clients today demand transparency, independent insights and a wide set of investment options that most traditional wirehouses – and even many RIAs – simply don’t offer. This is especially true for advisers like us who service clients around the world. It’s nice to find an environment that was built with clients in mind and takes such a forward-looking vision, and we’re excited to get started.”

Northeast Managing Director, Doug Flaherty, says: “Momentum is something that can’t be bought and has to be earned over time. Over the last few years, our leadership has painstakingly and methodically laid the foundation for a truly conflict-free advisory business, and the strong growth we’ve experienced over the last several months is a testament to their hard work and commitment to serving their advisors. We’re honoured to welcome this new team to the Snowden Lane family, and look forward to recruiting more in the coming weeks.”

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