Snowden Lane Partners Adds Morgan Stanley Veteran with $1 Billion in Client Assets [Yahoo! Finance]
Morgan Stanley (MS)
Last morgan stanley earnings: 4/16 07:15 am
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Source: Yahoo! Finance
CORAL GABLES, Fla., June 27, 2024 BUSINESS WIRE Snowden Lane Partners , an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Jaime Sanchez Yarza has joined the firm as a Senior Partner and Managing Director, alongside Jose Andres Ramirez, Portfolio Director and Senior Client Relationship Manager, and Paula Andrea Gonzales, Group Director and Senior Client Relationship Manager. Based in Snowden Lane's Coral Gables office, they will form The Yarza Group with $1 billion in total client assets. The addition brings Snowden Lane's total client assets to $13 billion, building upon a successful 2023 that included the addition of 12 advisors representing over $2 billion in assets. "We're thrilled to officially welcome Jaime, Jose, and Paula to our Coral Gables team," said Greg Franks, Managing Partner, President & COO of Snowden Lane Partners. "Jaime has had a truly illustrious career, and we're
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MS
Earnings
- 4/16/24 - Beat
MS
Sec Filings
- 6/28/24 - Form 424B2
- 6/28/24 - Form 424B2
- 6/28/24 - Form 424B2
- MS's page on the SEC website