A Veteran Mother-Son Duo, Ornella and Brian Solomon Will Form the Lewis-Solomon Group

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Ornella and Brian Solomon have joined the firm as Managing Directors, based in Snowden Lane’s New York City headquarters. Together, the mother-son wealth management team will form The Lewis-Solomon Group with $208 million in client assets and have chosen Charles Schwab as their custodian.

The Lewis-Solomon Group is the first advisory team to join Snowden Lane this year, following a successful 2023 that included the addition of 12 advisors representing over $1 billion in assets and three new office locations in Lebanon, NH, Golden, CO, and Boca Raton, FL.

“We’re thrilled to welcome Brian and Ornella to Snowden Lane,” said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners. “Both have built tremendous track records in our industry, but more importantly, their relationship-driven approach and dedication to offering clients holistic, personalized solutions align perfectly with our firm’s values. We’re humbled that Brian and Ornella have selected Snowden Lane for the next chapter of their careers.”

Added Ornella Solomon: “We're excited to join Snowden Lane, as we feel it is the best destination for us to continue providing our clients the personalized service and customizable solutions that they’ve come to expect. Our clients have always been our top priority, and ultimately, we felt Snowden Lane’s technology and investment platform and our shared values positioned us well for a seamless transition.”

Prior to joining Snowden Lane, the Solomons both spent five years at Laidlaw & Company (UK) Ltd. (“Laidlaw”), in New York City.

Ornella began her 35-year wealth management career at EF Hutton before serving at both Citigroup and Morgan Stanley. Over her career, Ornella has earned an outstanding reputation for serving her high net-worth clients at the highest level.

Before Laidlaw, Brian served as a Wealth Advisor Associate at Morgan Stanley, where he specialized in developing customized financial plans and tailored investment solutions for high net-worth families and individuals.

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.

Snowden Lane employs 149 total professionals, 86 of whom are financial advisors, across 15 offices around the country: Pasadena and San Diego, CA; New Haven, CT; Boca Raton and Coral Gables, FL; Chicago, IL; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; Buffalo, NY; Lebanon, NH; Golden, CO, as well as its New York City headquarters.

The firm is included in Barron’s 2023, 2022, 2021 and 2020 Top 100 RIA Firms ranking, in addition to the 2023 and 2022 Forbes/Shook Top RIA Firms ranking. The Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing Snowden Lane as one of the top independent RIA firms in the U.S. Many of the firm’s advisors have been recognized as Financial Times 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.

The firm 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 FINRA licensed broker-dealer. Snowden Lane 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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