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Mark S

Series 66

Watermill, NY

Snow Financial Management, LLC

Mark Snow is a financial advisor with Snow Financial Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Snow Financial Management since 2009 and has prior experience at HSBC Securities (USA) Inc. and HSBC dating back to 1998. Snow Financial Management is a registered investment adviser serving individuals, trusts, retirement accounts, charitable organizations, and businesses with discretionary investment management. The firm employs personalized portfolio construction using equities, fixed income, mutual funds, ETFs, and derivatives strategies, including options and short sales, managing approximately $98.6 million in assets across 49 client relationships.

Options & derivatives strategies Passive / index investing
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Michael S

Series 65

Watermill, NY

Snow Financial Management, LLC

Michael Snow is a financial advisor at Snow Financial Management, LLC with 29 years at the firm and 11 years of industry experience. He holds a Series 65 credential. Mr. Snow serves on the boards of several derivatives trading and clearing organizations, including BGC Derivative Markets, Cantor Clearinghouse, and Fenics Markets Xchange. Snow Financial Management provides personalized, discretionary investment management to individuals, trusts, retirement accounts, charitable organizations, and businesses. The firm uses a client-focused approach to build portfolios with individual securities, mutual funds, ETFs, and derivatives strategies, managing approximately $98.6 million in assets across about 49 client relationships.

Options & derivatives strategies Passive / index investing
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Irene H

Series 65

Encino, CA

Snow Financial Management, LLC

Irene Hecht is a Series 65-licensed financial advisor at Snow Financial Management, LLC with 11 years of industry experience. She has been with Snow Financial Management since 2016. Snow Financial Management provides discretionary investment management and financial advice to individuals, high net worth clients, trusts, retirement accounts, charitable organizations, and businesses. The firm constructs portfolios tailored to client objectives and uses a range of securities and strategies, including derivatives and options, with a focus on personalized account oversight.

Options & derivatives strategies Passive / index investing
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