Snowden Capital Advisors LLC

Sharon Bowen 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 Lane Partners since 2017, following a tenure at TIAA-CREF from 2014 to 2017. Outside of her advisory role, Bowen owns Bowen HOA Consulting, providing consulting services to homeowners association boards on accounting and communications systems. 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, financial and estate planning, and ERISA plan consulting, with a notable capacity to operate across institutional and cross-border relationships.

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.

Michael Mahoney is a financial advisor at Snowden Capital Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities from 2008 to 2016 before joining Snowden Lane Partners in 2016. In addition to his advisory role, he is a licensed real estate agent involved in client referrals on a limited basis. 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, financial and estate planning, and ERISA plan consulting, utilizing a broad range of investment instruments and managing cross-border and institutional relationships.

Christopher Hayes is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Snowden Capital Advisors LLC. He has previously worked at Bank of America, N.A. and Merrill. Hayes serves on the board of The Salisbury School in a voluntary, non-investment-related capacity. 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, and financial planning, with a distinctive capability to serve institutional and cross-border clients through a wide range of investment instruments and global partnerships.

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.

Ryan Kirby is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Merrill from 2004 to 2017 before joining Snowden Lane Partners, where he has been since 2017. Outside of his advisory role, Kirby serves on the board of the AGH Foundation, volunteers as a youth basketball referee, and is involved with local nonprofit organizations including Diakonia and a homeowners association. 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 capacity to operate across institutional and cross-border relationships.

Felipe Torres is a financial advisor at Snowden Capital Advisors LLC with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Snowden Lane Partners, Creand Securities, Credit Andorra Panama, and other firms. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving 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.

Dominick Molinari is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Snowden Lane Partners since 2018, following a two-year tenure at Merrill. Snowden Capital Advisors LLC manages 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 various managed-account programs, with a focus on serving both institutional and cross-border clients through a range of investment instruments and adviser-to-adviser collaborations.

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.

Ashley Lamothe is a financial advisor at Snowden Capital Advisors LLC with three years of industry experience. She holds a Series 66 designation and has worked at Snowden Account Services since 2022. Prior to that, she held positions at Vermilion Cliffs Partners/Cinnabar Operating and Texas Pride Fuels. 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, financial and estate planning, and ERISA plan consulting, utilizing a wide range of investment instruments and operating across 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.

Erika Winters is a Series 66 licensed financial advisor with three years of industry experience, currently with Snowden Capital Advisors LLC. She previously worked at Wealth Management Associates of Colorado for six years. Outside of her advisory role, she manages business activities for a medical practice owned by her husband, a gastroenterologist in Grand Junction, Colorado. 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 client-specific models and global investment capabilities.

Keary Castleberry is a financial advisor at Snowden Capital Advisors LLC with 31 years of industry experience. He holds the Series 63 designation and has worked at Snowden Lane Partners since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 notable capacity to operate across institutional and cross-border relationships.

Alex Bryer is a financial advisor at Snowden Capital Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Snowden Lane Partners since 2015. Snowden Capital Advisors 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 various managed-account programs, with a noted capability to operate across institutional and cross-border relationships.