Jaime Sanchez Yarza to form The Yarza Group at
Snowden Lane’s Coral Gables Office
The Addition Brings Snowden Lane’s Total Client
Assets to $13 Billion
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 humbled that The Yarza Group
selected Snowden Lane as its next destination. We’re excited for
the expertise he’ll undoubtedly bring to our broader team, as he
has served as a quality advisor for many years.”
Jaime Sanchez Yarza added, “We're excited to join Snowden Lane
for the next chapter of our careers. As we evaluated our options,
we felt Snowden Lane offered us the perfect blend of a boutique
culture and sophisticated solutions that would allow us to continue
delivering the individualized, custom offerings our large client
base has come to expect. Most of all, we’re looking forward to
continuing to help each of our clients achieve their unique
goals.”
Prior to joining Snowden Lane, Yarza spent 17 years at Morgan
Stanley, most recently serving as Managing Director. He previously
served as Vice President for nine years at Goldman Sachs, and
received his MBA from the Olin Business School at Washington
University in St. Louis, and a BSBA in Finance from the Instituto
Tecnológico Autónomo de México.
The Yarza Group will serve both international and domestic
clients, with a particular specialty in serving
ultra-high-net-worth individuals, families and foundations.
“Our firm has been fortunate to generate tremendous recruiting
momentum over the past two years, with the addition of Jaime, Jose,
and Paula serving as the latest example of that,” said Lyle
LaMothe, Chairman of Snowden Lane Partners. “We’re equally excited
to collaborate with The Yarza Group, and to continue our growth
trajectory for the rest of 2024 and beyond.”
Since its founding in 2011, Snowden Lane has built a national
brand, attracting top industry talent from Morgan Stanley, Merrill
Lynch, UBS, JP Morgan, Raymond James, Wells Fargo, and Fieldpoint
Private, among others.
Snowden Lane employs 152 total professionals, 87 of whom are
financial advisors, across 16 offices around the country: Pasadena
and San Diego, CA; New Haven, CT; Boca Raton, Fort Lauderdale and
Coral Gables, FL; Chicago, IL; Pittsburgh, PA; Baltimore, Salisbury
and Bethesda, MD; San Antonio, TX; Buffalo, NY; Lebanon, NH;
Golden, CO, as well as its New York City headquarters.
The firm is included in Barron’s 2023, 2022, 2021 and 2020 Top
100 RIA Firms ranking, in addition to the 2023 and 2022
Forbes/SHOOK Top RIA Firms ranking. USA TODAY named Snowden Lane to
its 2024 and 2023 list of America's Best Financial Advisory Firms
and the Financial Times named Snowden Lane to its elite FT 300 list
for six straight years, recognizing Snowden Lane as one of the top
independent RIA firms in the U.S. Many of the firm’s advisors have
been recognized as Financial Times 401 Top Retirement advisors, and
a number by Forbes/SHOOK as Forbes Best-In-State Wealth
advisors.
About Snowden Lane Partners
Snowden Lane is a nationally branded, open-architecture, hybrid
registered investment advisor and broker-dealer that provides
wealth advisory services to high-net-worth individuals, families,
and institutional clients.
The firm is led by an experienced team of industry executives,
including Lyle LaMothe, Chairman of the Board of Managers, Rob
Mooney, Managing Partner & CEO, and Greg Franks, Managing
Partner, President & COO, who are dedicated to building a
client-focused, nationally branded, boutique wealth advisory
partnership.
Snowden Lane is headquartered in New York City and operates as
an SEC registered investment adviser and a FINRA licensed
broker-dealer. Snowden Lane provides a multi-custodian,
multi-currency platform, with aggregated performance reporting and
leading analytical tools for clients and advisors. Snowden Lane
further provides full operational, finance, compliance, human
resources, and financial advisor transition support to its
financial advisors.
For more information about Snowden Lane, please visit
www.snowdenlane.com.
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Kevin Santo Water & Wall snowdenlane@waterandwall.com