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Snowden Lane Adds Wealth Advisor In Maryland

Eliane Chavagnon Editor September 19, 2016

Snowden Lane Adds Wealth Advisor In Maryland

A former JP Morgan Securities man has joined the US wealth advisory firm in Baltimore.

Snowden Lane Partners, the wealth advisory firm, has brought in Dave Woolford from JP Morgan Securities as a managing director and private wealth advisor in Baltimore, MD.

Woolford will join partners and managing directors Phil Lazzari, Mark Stevens and Eric Watson to comprise a team that will manage around $350 million in client assets. 

Besides JP Morgan, Woolford has also worked at UBS, Credit Suisse and Alex. Brown & Sons.

Snowden Lane now has seven offices nationally, including both coasts, with offices in Pasadena and San Diego (serving international clients), as well as its New York City headquarters; New Haven, CT; Pittsburgh, PA; and Baltimore and Bethesda, MD. The firm oversees around $2.5 billion.

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