Snowden Lane Partners Adds $208 Million Advisor Team to New York Headquarters
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NEW YORK ~ Snowden Lane Partners, a leading independent wealth advisory firm, has announced the addition of Ornella and Brian Solomon as Managing Directors to their team. The mother-son duo will form The Lewis-Solomon Group and bring with them $208 million in client assets. They have chosen Charles Schwab as their custodian and will be based in Snowden Lane's New York City headquarters.

This marks the first advisory team to join Snowden Lane this year, following a successful 2023 that saw the addition of 12 advisors representing over $1 billion in assets and three new office locations in Lebanon, NH, Golden, CO, and Boca Raton, FL.

Rob Mooney, Managing Partner & CEO of Snowden Lane Partners expressed his excitement about the new additions saying, "We're thrilled to welcome Brian and Ornella to Snowden Lane. Both have built tremendous track records in our industry, but more importantly, their relationship-driven approach and dedication to offering clients holistic, personalized solutions align perfectly with our firm's values. We're humbled that Brian and Ornella have selected Snowden Lane for the next chapter of their careers."

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Ornella Solomon brings with her 35 years of experience in wealth management. She began her career at EF Hutton before serving at Citigroup and Morgan Stanley. Over the years, she has earned an outstanding reputation for serving high net-worth clients at the highest level.

Brian Solomon also joins from Laidlaw & Company (UK) Ltd., where he spent five years. Prior to that, he worked as a Wealth Advisor Associate at Morgan Stanley specializing in developing customized financial plans and tailored investment solutions for high net-worth families and individuals.

The Solomons' decision to join Snowden Lane was driven by their belief that it is the best destination for them to continue providing their clients with personalized service and customizable solutions. Ornella stated, "Our clients have always been our top priority, and ultimately we felt Snowden Lane's technology and investment platform, along with our shared values, positioned us well for a seamless transition."

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Snowden Lane has established itself as a national brand since its inception in 2011. The firm has attracted top industry talent from major firms such as Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, Wells Fargo, and Fieldpoint Private. With a team of 149 professionals, including 86 financial advisors, the firm has offices in 15 locations across the country.

The firm's success has been recognized by various publications such as Barron's Top 100 RIA Firms ranking for four consecutive years (2023-2020) and Forbes/Shook Top RIA Firms ranking for two consecutive years (2023-2022). Additionally, Snowden Lane has been named to the Financial Times' elite FT 300 list for six straight years, solidifying its position as one of the top independent RIA firms in the U.S. Many of the firm's advisors have also been recognized by Financial Times as Top Retirement Advisors and by Forbes/Shook as Best-In-State Wealth Advisors.

With the addition of The Lewis-Solomon Group and their impressive track record in wealth management, Snowden Lane continues to strengthen its position as a leading independent wealth advisory firm dedicated to providing client-focused advice in a values-driven culture.
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