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Gregory T
Series 63, Series 66
New York, NY
Snowden Capital Advisors LLC
Gregory Timeranko is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Snowden Lane Partners, Wells Fargo Private Bank, Wilmington Trust, Bank of America, and Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes multi-team scale combined with institutional capabilities.
Julian E
CFA®, Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Julian Esses is a CFA® charterholder and holds the Series 66 designation, currently serving as a financial advisor at Snowden Capital Advisors LLC with three years of industry experience. Before joining Snowden Capital Advisors, he held positions at NR Group Management, TDJ Holdings, LLC, and Lazard in both Panama and Argentina. He serves as President and Vice President of his condominium homeowners association, where he assists with budgeting and coordination. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach combined with institutional capabilities, including the use of third-party managers and global custodian platforms.
Jacobson B
Series 63, Series 65
New York, NY
Snowden Capital Advisors LLC
Jacobson Bathelmy is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer for a condominium association. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and utilizes customized model portfolios with third-party manager selection and oversight.
Douglas G
Series 63, Series 65
Bethesda, MD
Snowden Capital Advisors LLC
Douglas Gill is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and over 37 years of industry experience. His career includes roles at Morgan Stanley and FullArc Wealth Management, among others. He has been with Snowden Capital Advisors since 2023. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients with discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection. The firm leverages multi-team scale and institutional capabilities, offering customized model portfolios and a variety of investment tools across global markets.
Lara S
Series 63
San Antonio, TX
Snowden Capital Advisors LLC
Lara Sterns is a financial advisor with Snowden Capital Advisors LLC in San Antonio, TX, holding a Series 63 designation and 39 years of industry experience. Her career includes roles at Snowden Lane Partners, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm combines multi-team scale with institutional capabilities and frequently utilizes third-party managers and global custodian platforms.
Ron Z
Series 66
New York, NY
Snowden Capital Advisors LLC
Ron Zuckerman is a financial advisor at Snowden Capital Advisors LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2023 and Laidlaw & Company (UK) Ltd from 2004 to 2023. Snowden Capital Advisors LLC serves a range of clients including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, utilizing customized model portfolios and a variety of investment tools across multiple asset classes.
George S
Series 66
New York, NY
Snowden Capital Advisors LLC
George Sarlanis is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Snowden Lane Partners, OSAIC, Royal Alliance, Interactive Brokers, Capital One Financial Advisors, and Edward Jones. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, financial planning, and advisory programs. The firm offers customized model portfolios, third-party manager selection, and a range of investment tools, combining multi-team scale with institutional capabilities.
Nichole B
CFP®, Series 66
Pittsburgh, PA
Snowden Capital Advisors LLC
Nichole Barilla is a CFP® and Series 66 credentialed advisor with seven years of industry experience. She has worked at Snowden Lane Partners since 2018 and was previously employed by BNY Mellon from 2012 to 2018. Barilla serves as treasurer for the Riverview Ridge Condominium Association and is a notary public. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party managers while maintaining client oversight.
Woong Seong H
Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Woong Seong Hwang is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Snowden Lane Partners since 2017 and previously spent 15 years at Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, financial and estate planning, and access to a diverse range of investment tools and third-party managers.
Omar M
Series 63, Series 65
Coral Gables, FL
Snowden Capital Advisors LLC
Omar Macias is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has previously worked at Snowden Lane Partners, Wells Fargo Clearing Services, and Raymond James & Associates. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm combines multi-team scale with institutional capabilities, offering customized portfolios and access to third-party managers across a range of investment tools.
Eduardo A
Series 63, Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Eduardo Alvarez Andreu is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for nine years. Outside of his advisory role, he is an officer of Andreu Properties LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, and institutional clients by providing portfolio management, investment consulting, and financial and estate planning services. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and third-party manager selection.
Jesse C
CFP®, Series 66
New York, NY
Snowden Capital Advisors LLC
Jesse Clinton is a CFP® with 23 years of industry experience. He has been with Snowden Lane Partners since 2014. Outside of his advisory role, he serves as an officer and director on the board of the Ardsley Country Club, where he advises on fund allocation, budgeting, and policy. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and frequently uses third-party managers while maintaining overall client oversight.
Marivi R
Series 63, Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
Marivi Rodriguez is a financial advisor at Snowden Capital Advisors LLC with 32 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Snowden Lane Partners and Wells Fargo in various advisory roles. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with customized portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and offers access to a broad range of investment tools and third-party manager programs.
Robert H
Series 63, Series 65
Pasadena, CA
Snowden Capital Advisors LLC
Robert Hoffman is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Snowden since 2014. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.
Melissa N
Series 66
New York, NY
Snowden Capital Advisors LLC
Melissa Neale is a financial advisor at Snowden Capital Advisors LLC in New York, NY, with a Series 66 designation and approximately four years of experience. Her prior roles include positions at Snowden Lane Partners, Insigneo Securities LLC, International Finance Bank, and Tropical Fruit Export S.A. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, combining multi-team scale with institutional capabilities.
Ricardo L
Series 63, Series 66
San Diego, CA
Snowden Capital Advisors LLC
Ricardo Leyva is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with the firm, and its predecessor Snowden Lane Partners, since 2015. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients by providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, offering customized model portfolios and a variety of investment tools while managing significant assets across diverse client types.
Barbara L
Series 63, Series 66
Pasadena, CA
Snowden Capital Advisors LLC
Barbara Luttenberger is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Snowden Lane Partners since 2015. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm employs a multi-team approach with institutional capabilities and manages approximately $8.9 billion in regulatory assets under management.
Andrew R
CFA®, Series 63, Series 66
Old Lyme, CT
Snowden Capital Advisors LLC
Andrew Randak is a CFA® charterholder with 25 years of industry experience. He is currently with Snowden Capital Advisors LLC and previously worked at Fieldpoint Private Securities LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities, utilizing third-party managers and a broad range of investment tools.
Michael B
Series 63, Series 65
Wilson, WY
Snowden Capital Advisors LLC
Michael Bird is a financial advisor at Snowden Capital Advisors LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Snowden Capital Advisors and Snowden Account Services since 2012. Bird also manages Derrey Family Investments LLC, an investment partnership where he oversees investment sub-advisors. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and employs a broad range of investment tools while utilizing sub-advisers and third-party managers under ongoing oversight.
George A
Series 63, Series 66
Coral Gables, FL
Snowden Capital Advisors LLC
George Arias is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Snowden Lane Partners since 2019, following roles at Bank of America and Merrill. Outside of advising, Arias is involved in managing a family-owned rental property in Miami. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a multi-team approach with access to a broad range of investment tools and third-party managers.
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