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Snowden Lane Adds Wealth Advisor In Maryland

Eliane Chavagnon

19 September 2016

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 , 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.