Lane Partners, an independent, advisor-owned, wealth advisory firm
dedicated to providing client-focused advice in a values-driven culture,
today announced that wealth advisors, Alex Bryer and Keith Mayo, have
joined the firm from Merrill Lynch.
Known as the Mayo-Bryer Group, the team will work out of Snowden Lane’s
newly-opened office in Bethesda, MD. They are joined by colleagues Ryan
Perraut, Private Wealth Advisor, and Heather Talesnick, Registered
Client Relationship Manager. Mr. Bryer and Mr. Mayo both join as
Partners and Managing Directors. Together, the Mayo-Bryer Group oversees
$240 million in total client assets.
“We are thrilled to join Snowden Lane and we look forward to serving our
current and future clients in our new home,” said Mr. Bryer, an industry
veteran and the former longtime Resident Director in Merrill Lynch’s
Bethesda office. “As we looked at the wealth advisory landscape and
considered where our clients would be best served, it didn’t take long
for Snowden Lane to jump to the top of our list. Their commitment and
dedication to offering high-quality service in an independent,
client-first setting, truly sets them apart.”
The Mayo-Bryer Group primarily serves high net worth individuals,
families, corporations and philanthropic institutions.
“Adding Alex, Keith and their team to the Snowden Lane family is a big
win for us,” said Greg Franks, Managing Partner and President of Snowden
Lane. “I have known them for years, they are highly regarded
practitioners and we are so pleased to have them as our partners.”
Lyle LaMothe, Snowden Lane’s Chairman, added, “Bethesda is a
high-quality market and is the perfect location for our new office.
Since day one we’ve had ambitious plans to grow Snowden Lane into a
leading national brand and this is just the latest step in that effort.”
Rob Mooney, Snowden Lane’s Managing Partner and CEO, echoed Mr.
LaMothe’s comments. “This is another important milestone for our
company. The addition of Alex, Keith and their team takes our total
client assets over $2 billion and establishes our sixth office around
the country. With the opening of our new flagship headquarters in New
York City in September, and a strong recruiting pipeline, 2015 is
shaping up to be a banner year for Snowden Lane.”
About Snowden Lane Partners
Snowden Lane is a nationally branded, open-architecture, hybrid
registered investment adviser and broker-dealer that provides wealth
advisory services to high net worth individuals, families, and
Snowden Lane is led by an experienced team of industry executives,
including Lyle LaMothe, Chairman of the Board of Directors, Rob Mooney,
Managing Partner and CEO, and Greg Franks, Managing Partner and
President, who are dedicated to building a client-focused, nationally
branded, boutique wealth advisory partnership.
Snowden Lane is headquartered in New York City and operates an SEC
registered investment adviser and affiliated broker-dealer. Snowden Lane
provides a multi-custodian, multi-currency platform, with aggregated
performance reporting and leading analytical tools for clients and
advisors. It further provides full operational, finance, compliance,
human resources and financial advisor transition support to its
References to both “Snowden Lane" and "Snowden Lane Partners” are
references to Snowden Capital Advisors LLC, an investment adviser
registered with the U.S. Securities and Exchange Commission, and its
For more information about Snowden Lane, please visit www.snowdenlane.com.
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