The Former J.P. Morgan Securities Advisor Oversaw $150 Million in Client Assets
CHICAGO–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Jim Cannon has joined the firm in its Chicago office.
Jim Cannon joins Snowden Lane Partners as a Senior Partner and Managing Director from J.P. Morgan Securities, where he previously oversaw $150 million in client assets. Jim Cannon focuses on creating prudent, bespoke and comprehensive wealth management strategies that enable high net-worth individuals, nonprofit organizations, entrepreneurs and multi-generational families to preserve and grow their wealth. He views his relationships with his clients as an ongoing partnership, where he works with them to identify market opportunities such as monetizing volatility while mitigating downside risk.
“I’m very gratified and excited by Jim’s decision to join our Chicago office. His professionalism and client centric approach to wealth management underscores Snowden Lane’s commitment to delivering an unconflicted and differentiated experience to our clients,” said Lyle LaMothe, Chairman of Snowden Lane Partners.
Added Jim Cannon: “I was attracted to the idea of joining Snowden Lane because of its sophisticated independent model. And I feel privileged to be a part of a fast-growing firm that understands what advisors really need to best serve their clients and bring their business to the next level.”
Cannon brings nearly 20 years of wealth management experience to Snowden Lane, and previously held roles with J.P. Morgan Securities, Credit Suisse and Bank of America. He began his career as a trader at the Chicago Mercantile Exchange and Chicago Board of Options Exchange. He has an MBA from DePaul University as well as a BBA in Finance from Loyola University, and is Series 7, 63 and 66 licensed.
Since its founding in 2011, Snowden Lane has rapidly built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, and Wells Fargo, among others. The firm has 11 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; as well as its New York City headquarters. The Financial Times named Snowden Lane to its elite FT 300 list in 2019 for the fifth-straight year, recognizing it as one of the top independent RIA firms in the U.S. Many of the firm’s advisors have been recognized as FT 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.
Snowden Lane 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 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 financial advisors.
For more information about Snowden Lane, please visit www.snowdenlane.com.
References to “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 affiliated entities.
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