Printer Friendly

Snowden Lane Partners adds Wells Fargo team to San Antonio office.

M2 EQUITYBITES-July 6, 2018-Snowden Lane Partners adds Wells Fargo team to San Antonio office


Wealth advisory firm Snowden Lane Partners has announced that Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan of the Hogan Eller Wealth Management Group have joined Snowden Lane from Wells Fargo, the company said.

Mark Hogan joins Snowden Lane as a Senior Partner and Managing Director, and Leah Eller as a Partner and Managing Director. Pam Appleby joins as Senior Client Relationship Manager and Josh Hogan as Investment and Planning Analyst.

At Wells Fargo, Mark Hogan and Leah Eller focused on retirement and estate planning strategies, business services and tax-advantaged education savings plans, or so-called 529 plans, and oversaw over USD 150 million in client assets.

The new team will relocate to new offices in San Antonio.

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.

((Comments on this story may be sent to

COPYRIGHT 2018 Normans Media Ltd.
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2018 Gale, Cengage Learning. All rights reserved.

Article Details
Printer friendly Cite/link Email Feedback
Publication:M2 EquityBites (EQB)
Date:Jul 6, 2018
Previous Article:Fifth Third Bank, EverFi awards scholarships to 28 high school students through Finance Academy.
Next Article:Access National Bank names SVP to commercial lending team.

Terms of use | Privacy policy | Copyright © 2020 Farlex, Inc. | Feedback | For webmasters