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Snowden Lane appoints ex-JP Morgan adviser as managing director

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Snowden Lane Partners has appointed veteran Dave Woolford, formerly of JP Morgan Securities, as managing director and private wealth adviser.

Woolford will join the firm’s Harbor Wealth Management Group in Baltimore, Maryland.
 
Woolford will join partners and managing directors Phil Lazzari, Mark Stevens and Eric Watson to comprise a team that will manage client assets in excess of USD350 million. Firm-wide, Snowden Lane oversees more than USD2.5 billion in client assets.
 
“Dave has the quality of industry experience that only three decades of client-service at top firms can bring someone in our business. He will be a tremendous asset to our team,” says Lazzari. “Our firm and our group have a bright future and we’re proud to have him be a part of it.”
 
Prior to joining Snowden Lane, Woolford held senior-level financial adviser positions at JP Morgan Securities, UBS and Credit Suisse. He also worked for a time at Alex Brown & Sons in Baltimore. 
 
Woolford specialises in assisting high net worth individuals and corporate executives to achieve their financial objectives through execution of sophisticated transactions (including Rule 144), risk management strategies and construction of portfolios with an emphasis on wealth preservation. He has extensive experience working with corporate executives on their most complex financial needs, including private equity and tactical investing.
 
“The notion of taking every action with the words 'client first' at the fore is intrinsic to everything that we do in this business,” says Woolford. “When I first got to know Snowden Lane’s philosophy, I was thrilled to be a part of a team that does everything it can to create a meaningful, results-driven client experience.”
 
Snowden Lane’s president Greg Franks says: “Adding a high quality individual like Dave to our Baltimore office is consistent with our firm’s strategy to build out our existing offices and teams with experienced, client-focused advisers.”

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