John Paul Mcmanus is a CFA® charterholder and Series 63 licensee with 16 years of industry experience. He currently works at Snowden Capital Advisors LLC and previously spent 14 years at Laidlaw & Co (UK) Ltd. There are no additional outside activities noted. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and various managed-account and wrap-fee programs, with a focus on both institutional and cross-border client relationships.

Paula Gaibor is a financial advisor at Snowden Capital Advisors LLC with six years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Merrill. Prior to her advisory career, she was affiliated with the University of Miami. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion for a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a noted capability to operate across institutional and cross-border relationships.

Paula Gonzales is a financial advisor at Snowden Capital Advisors LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2016 to 2024 before joining Snowden Lane Partners. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a focus on both institutional and cross-border relationships.

Jose Ramirez is a financial advisor at Snowden Capital Advisors LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and TD Ameritrade. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, with a noted capability in institutional and cross-border relationships.

Lawrence Barocas is a financial advisor at Snowden Capital Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Merrill from 2009 to 2017. Outside of his advisory role, Barocas is involved in several business ventures and nonprofit activities, including ownership of Los Ranchos Americanos and serving as a trustee for the Lonestar Art Alliance and Ursinus College. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and a variety of managed-account and wrap-fee programs, with an investment approach that includes global and institutional capabilities as well as adviser-to-adviser services.

Nicole Boutmy De Katzmann is a Series 66-licensed financial advisor at Snowden Capital Advisors LLC with 12 years of industry experience. She has worked at Fieldpoint Private Securities, LLC since 2018 and Oppenheimer & Co. Inc. since 2015. Outside of her advisory role, she serves as President of the Board and Resource Development Committee member at the Westchester Ballet Company and is on the Advisory Committee of the Ballet Support Foundation, both volunteer positions. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, with a focus on client-specific models and global investment capabilities.

Phillip Pedrena is a financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. He has been with Snowden Lane Partners since 2014 and holds the Series 66 designation. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, utilizing a broad range of investment instruments and maintaining capabilities across institutional and cross-border relationships.

Ana Paula O'Keefe is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, and JP Morgan Securities Inc. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, and ERISA plan consulting, with a noted capacity to operate across institutional and cross-border relationships.

Steven Johnson is a financial advisor at Snowden Capital Advisors LLC with a Series 66 designation and one year of experience at the firm. His prior experience includes roles at Wells Fargo and a background in education at Northwestern University, Northern Highlands Regional High School, and Ho Ho Kus Public School. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serves a diverse client base, including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, utilizing a wide range of investment instruments and operating across institutional and cross-border relationships.

Robert Feldman is a financial advisor at Snowden Capital Advisors LLC in Pittsburgh, PA, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Snowden Capital Advisors and Snowden Account Services since 2015. Outside of his advisory role, he is a partner in Feldman Family Partnership LLC, which invests in cryptocurrency. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing a broad range of investment instruments and maintaining capabilities across institutional and cross-border relationships.

Michael Schmatz is a financial advisor at Snowden Capital Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, N.A., and Merrill. Schmatz has been with Snowden Lane Partners since 2020. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a focus on client-specific models and broad institutional and cross-border capabilities.

Michelle Begina is a financial advisor at Snowden Capital Advisors LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she is the author of *Deep Pockets: Creating Wealth from the Inside Out*, engaging in related promotional activities including podcasts, speaking engagements, and published articles. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, with a notable capacity to operate across institutional and cross-border relationships.

Jessy Mogro is a financial advisor at Snowden Capital Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Snowden Lane Partners, Wells Fargo Clearings Services, LLC, and J.P. Morgan Securities. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning services, operating across institutional and cross-border relationships with a wide range of investment instruments.

Wendell Cayton is a financial advisor with Snowden Capital Advisors LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 38 years of industry experience. His prior roles include positions at Snowden Lane Partner, Triad Advisors, Inc., and Transamerica Financial Advisors, Inc. Outside of his advisory work, he is a part-time ski instructor at Sun Valley Ski School and serves as chair of a scholarship committee within the Hailey Rotary Club. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning services, utilizing a wide range of investment instruments and maintaining capabilities across institutional and cross-border relationships.

Brian Solomon is a financial advisor at Snowden Capital Advisors LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Snowden Lane Partners, Laidlaw Wealth Management, Laidlaw & Company (UK) Ltd., and Morgan Stanley Private Bank. Outside of finance, he was briefly involved with Synergy Beauty Bar LLC. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a noted ability to operate across institutional and cross-border relationships.

Jaime Sanchez Yarza is a financial advisor at Snowden Capital Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a focus on client-specific models and cross-border institutional relationships.

Jaclyn Green is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Snowden Capital Partners, Fieldpoint Private Securities, and Wells Fargo Clearing. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion for a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a focus on both institutional and cross-border relationships.

Jose Oliveira is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Snowden Lane Partners, Wells Fargo Clearing, and J.P. Morgan Securities. Oliveira is based in New York, NY. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, utilizing a broad range of instruments and maintaining capabilities for institutional and cross-border client relationships.

Benny Torres Sanchez is a financial advisor at Snowden Capital Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for ten years before joining Snowden Lane Partners in 2023. He is affiliated with the nonprofit development committee of Beyond Baptism. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion for a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers a range of portfolio management and consulting services, utilizing various investment instruments and operating across institutional and cross-border relationships.

Allen Jacobi is a Series 65-licensed financial advisor with 13 years of industry experience. He has worked at Snowden Capital Advisors LLC since 2022 and spent the prior decade at Fieldpoint Private Securities and Fieldpoint Private Bank & Trust. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a focus on customized client models and a broad range of investment instruments.

Maria Pansini is a Series 66-licensed financial advisor at Snowden Capital Advisors LLC in New York, NY. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals and families, family offices, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA consulting, and investment consulting, utilizing customized models, third-party manager selection, and a variety of investment vehicles.

Thomas Hakala is a financial advisor at Snowden Capital Advisors LLC with 11 years of industry experience. He holds the PFS™ designation and previously worked at Fieldpoint Private Securities LLC for 10 years. Outside of his advisory role, he is involved in managing a vacation property rental in Normandy Beach, New Jersey. Snowden Capital Advisors LLC is an SEC-registered firm managing approximately $7.55 billion and serving a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with capabilities spanning institutional and cross-border relationships.

Gregory Franks 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 its related entities since 2012. Outside of his advisory role, he is the sole owner of Indian Mountain Capital LLC, a personal asset holding company. Snowden Capital Advisors LLC is an SEC-registered firm managing approximately $7.55 billion for a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing a broad range of instruments and maintaining capabilities across institutional and cross-border relationships.

Wilton Mejia is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Snowden Lane Partners and Wells Fargo Clearing. Outside of his advisory work, he is a partner in a rental property business. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a focus on customized client models, a broad range of investment instruments, and cross-border institutional relationships.

Claudia Carmona is a financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Snowden Lane Partners in 2023, she worked at UBS Financial Services for ten years. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving a diverse client base that includes high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a focus on institutional and cross-border relationships.

Christian Gallo is a financial advisor at Snowden Capital Advisors LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Fieldpoint Private Securities LLC for seven years before joining Snowden in 2022. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving a diverse client base that includes high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, and is noted for its capability to operate across institutional and cross-border relationships.

Michael Kreuzer is a financial advisor at Snowden Capital Advisors LLC with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. His career at Snowden Lane Partners began in 2020. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a broad investment approach that includes global and institutional client services.

Alexandra Chan is a financial advisor at Snowden Capital Advisors LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at Snowden Lane Partners since 2017, following five years at AllianceBernstein. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving a diverse client base that includes high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and comprehensive financial planning, with a noted ability to operate across institutional and cross-border relationships.

Caesar Cepeda is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Snowden Capital Advisors and its affiliated firms since 2014. Outside of his advisory role, he is president of Plan B Athletics Inc., overseeing operations at Crossfit Monrovia. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving a diverse client base including high-net-worth individuals, family offices, foundations, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and specialized services such as ERISA plan consulting, utilizing a broad range of investment instruments and maintaining cross-border and institutional capabilities.

Gregory Timeranko is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Snowden Lane Partners, Wells Fargo Private Bank, Wilmington Trust, Bank of America, and Merrill. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serves high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing a broad range of investment instruments and operating across institutional and cross-border relationships.

Jacobson Bathelmy is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer for a condominium association in West New York, New Jersey. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, with a focus on tailored client models and cross-border institutional relationships.

Ron Zuckerman is a financial advisor at Snowden Capital Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Laidlaw & Company (Uk) Ltd for 19 years before joining Snowden Lane Partners in 2023. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serves a diverse client base, including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a focus on client-specific models and a broad range of investment instruments.

George Sarlanis is a financial advisor at Snowden Capital Advisors LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners, OSAIC, Royal Alliance, and Interactive Brokers. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a focus on both institutional and cross-border relationships.

Jesse Clinton is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Snowden Lane Partners, now Snowden Capital Advisors LLC, since 2014. Outside of his advisory role, he serves as an officer and director on the board of the Ardsley Country Club, advising on fund allocation, budgeting, and policy. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serves high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, with a focus on client-specific models and global institutional as well as cross-border relationships.

Aaron Stone is a financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Snowden Lane Partners since 2016, following a nine-year tenure at Merrill. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, with a noted ability to operate across institutional and cross-border relationships.

Andrew Leventhal is a financial advisor at Snowden Capital Advisors LLC with 27 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2019 before joining Snowden Lane Partners in 2019. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving a diverse client base that includes high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a notable capacity to operate across institutional and cross-border relationships.

Alfredo Garcia is a financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, WELLS FARGO Advisors, LLC, Mercantil Commercebank Investment Services, and CommerceBank. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, utilizing a wide range of instruments and global relationships to serve both individual and institutional clients.

Kristian Sedeno is a financial advisor at Snowden Capital Advisors LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Fieldpoint Private Securities LLC from 2015 to 2022 before joining Snowden Lane Partners in 2022. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning services, with a noted ability to operate across institutional and cross-border relationships.

William Markel is a CFP® with 45 years of industry experience, currently serving at Snowden Capital Advisors LLC since 2020. His prior experience includes roles at Bank of America and Merrill, where he worked from 1995 to 2020. Outside of his advisory work, he is involved in a for-profit LLC related to chartering a sailboat. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving a diverse client base that includes high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, and operates across institutional and cross-border relationships.

Robert Russak is a financial advisor at Snowden Capital Advisors LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill, Morgan Stanley, Wells Fargo Clearing, and Wells Fargo Advisors prior to joining Snowden Lane Partners in 2025. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, with a notable capacity to operate across institutional and cross-border relationships.

Mike Toledo is a financial advisor at Snowden Capital Advisors LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of his condominium board. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, utilizing a broad range of investment instruments and maintaining capabilities for institutional and cross-border client relationships.

Jorge Silva is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Snowden Capital Advisors LLC. His prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, JP Morgan Chase Bank, N.A., and J.P. Morgan Securities. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning services, with a focus on institutional and cross-border relationships.