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Snowden Lane Partners Adds Former Osaic Advisor; Opens New Jersey Office

via Business Wire

Joe Bernheimer Has Joined Snowden Lane with $141 Million in Client Assets

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Joe Bernheimer has joined the firm as Senior Partner and Managing Director from Osaic. An industry veteran with $141 million in client assets, Bernheimer will establish a new office location in Metuchen, NJ.

“Joe is an exceptional advisor and his commitment to delivering holistic, personalized solutions for his clients embodies the values of our firm,” said Greg Franks, Managing Partner, President and COO of Snowden Lane Partners. “We’re humbled that he chose Snowden Lane for this next chapter amid a competitive recruiting environment, and we’re confident that he will spearhead our firm’s efforts to further establish our presence in New Jersey.”

Prior to joining Snowden Lane, Bernheimer served as an advisor and branch manager at Osaic and previously spent 17 years at Sagepoint Financial. Specializing in investment advisory services, he has been a CFP® and ChFC® for over 20 years, in addition to earning his license for life, health, and property and casualty insurance.

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. The firm employs over 150 professionals, including more than 80 financial advisors, across 15 offices nationwide. Snowden Lane is consistently recognized among Barron’s Top 100 RIA Firms and Forbes/SHOOK Top RIA Firms.

About Snowden Lane Partners

Snowden Lane is headquartered in New York City and operates an SEC-registered investment adviser and a FINRA-licensed broker-dealer. The firm 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.

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