06/03/2021
“The appointment of a New York-based global practice head reflects the firm’s commitment to the U.S. market, where we continue to grow ambitiously having added 17 new partners in the U.S. in the last 12 months alone.
06/02/2021
In addition to JT, Angela and Sean, the team also includes Client Service Associate Jordan Sayer, Senior Wealth Strategy Associate Chris Carothers, and Senior Wealth Strategy Associate Tyler Baker-Williams.
06/02/2021
Mr. Kurabayashi serves on various Boards including Money Forward, From Scratch, Andpad, XICA, toBe Marketing, UPWARD, Kakehashi, Mazrica, Trend Express, Adacotech, and Creadits.
05/31/2021
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.
05/31/2021
Prior to SBSB, Karen held senior positions at U.S. Trust, Pitcairn Family Office and Rockefeller Capital Management.
05/30/2021
The team had managed $420 million in assets and generated about $1.4 million in annual revenue, confirmed Emile, who was reached at his new office on Thursday.