Snowden Lane Partners, the six-year old New York-based RIA founded by former Merrill Lynch executives, continues to grow, gaining a Wells Fargo team in San Diego that oversaw $125 million in client assets.

Advisers David Lautz and Francisco Malfavon specialize in serving wealthy international clients, particularly those from Latin America.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access