Meet the RIA: Snowden Lane Partners

About this episode

Armando Ureña discusses the evolving wealth management landscape and the opportunities for advisors.

Snowden Lane Partners Senior Partner and Managing Director Armando Ureña discusses the evolving wealth management landscape, the growing demand for high-touch advisory relationships, and the opportunities emerging for advisors building durable practices. He also shares how Snowden Lane’s advisor-owned partnership model, international wealth management capabilities, and client-focused culture continue to differentiate the firm in a competitive industry.

People in this episode

Guest: Armando Ureña

Topics covered

• wealth management
• advisory relationships
• advisor practices
• partnership model
• client-focused culture

Keywords

• wealth management
• high-touch advisory
• advisor practices
• Snowden Lane Partners
• client-focused culture

Mentioned in this episode

Organizations: Snowden Lane Partners

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