Watermill, NY Office
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Snow Financial Management, LLC
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About
Snow Financial Management provides personalized, discretionary investment management and financial advice to individuals, high net worth clients, trusts, retirement accounts, charitable organizations, and businesses. Services are delivered through separately managed accounts with ongoing monitoring and the ability for clients to place reasonable investment restrictions on their portfolios.
The firm constructs portfolios based on client-specific objectives, risk tolerance, and time horizon, and selects equities, fixed income, mutual funds, ETFs and other securities using public research and proprietary analytics. It may employ derivatives and options strategies within separately managed accounts—alongside tactics such as short sales, structured notes, and REIT allocations—rather than relying on third‑party managers.
Snow Financial Management is distinctive for its documented use of derivatives in separately managed accounts and for principal‑level involvement with derivatives trading and clearing organizations, which contributes specialized operational experience with swap and options markets. Founded in 1997 and managing about $97.6 million in discretionary assets with a small advisory team, the firm serves a compact client base that allows for focused, individualized account oversight and portfolio transition management.
Based on Snow Financial Management, LLC
Expertise
Based on Snow Financial Management, LLC
Location
Watermill NY
Advisors at this office
2
Advisors at this office
Mark S
Series 66
Watermill, NY
Snow Financial Management, LLC
Mark Snow is a financial advisor at Snow Financial Management, LLC with 18 years of industry experience. He has worked at HSBC Securities (USA) Inc. for four years and has been associated with HSBC since 1998. Snow holds a Series 66 designation. Snow Financial Management provides personalized, 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-specific objectives and risk tolerance, employing equities, fixed income, mutual funds, ETFs, derivatives, options, and other securities with ongoing monitoring and individualized account oversight.
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.
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