Sign In  |  Register  |  About San Rafael  |  Contact Us

San Rafael, CA
September 01, 2020 1:37pm
7-Day Forecast | Traffic
  • Search Hotels in San Rafael

  • CHECK-IN:
  • CHECK-OUT:
  • ROOMS:

Snowden Lane Partners Continues Recruiting Momentum with Addition of the Gherardi Group

Industry Veterans, Christian Silva Lima Gherardi and Pedro Pelaez, will Join Snowden Lane’s Growing Coral Gables Office

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Christian Silva Lima Gherardi, an industry veteran with nearly 30 years of experience, has joined the firm as a Partner and Managing Director. Gherardi will be joined by Pedro Pelaez, who will serve as a Private Wealth Advisor.

Based in Snowden Lane’s rapidly expanding Coral Gables office, they will form the Gherardi Group serving high net-worth international families.

“We’re thrilled to have Christian and Pedro joining us in Coral Gables, as they’ve both built a tremendous track record in the international wealth management space,” said Greg Franks, Managing Partner, President & COO of Snowden Lane Partners. “We remain committed to building our presence in Florida and our approach is grounded by adding industry-leading professionals such as Christian and Pedro. Our shared values made them a natural fit for our team, and we’re confident they will continue their success on behalf of their clients at Snowden Lane.”

Added Gherardi: “I’m looking forward to collaborating with Pedro once again at Snowden Lane. We have both spent over 20 years in the international wealth management space, and as the industry continues to evolve, we felt Snowden Lane offered us the best opportunity to continue providing our clients with the flexible, goal-based solutions they have come to expect. The Coral Gables team brings their own international expertise to the table, and we’re excited to collaborate to achieve our clients’ financial goals.”

“Most importantly, I’m grateful to my family for their support as I enter this next chapter of my career,” Gherardi continued. “Above all else, I’m most proud of being a dedicated, committed, and loving father to my four children, and I’m excited to share this next phase of life with them.”

Prior to joining Snowden Lane, Gherardi and Pelaez both spent nearly eight years at Bulltick Wealth Management, excelling as the firm’s top-producing team. Both Gherardi and Pelaez specialize in servicing Latin American clients, offering specialized investment solutions to high net-worth individuals, families, and institutional clients.

Before joining Bulltick, Gherardi worked for nearly 20 years at Citicorp Investment Services and, subsequently, Citigroup Global Markets. He was the top producer at Citigroup Latin America for 16 consecutive years.

He graduated cum laude with a bachelor’s in international finance and marketing from the University of Miami and went on to graduate summa cum laude from the university’s MBA program. Professional and educational accomplishments aside, Gherardi takes the most pride in serving as a dedicated, committed, and loving father to his four children.

Similarly, Pelaez began his career in the wealth management industry in 2006, serving as both a registered sales associate and financial advisor for the top-performing team at Citigroup Latin America.

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 145 total professionals, 82 of whom are financial advisors, across 14 offices around the country: Pasadena and San Diego, CA; New Haven, CT; 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. 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 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

Contacts

Data & News supplied by www.cloudquote.io
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.
 
 
Copyright © 2010-2020 SanRafael.com & California Media Partners, LLC. All rights reserved.