Snowden Lane Partners announced that Lucas Azevedo has joined the Gherardi Group as a Financial Advisor and Vice President. Based in the Coral Gables office, Azevedo will work closely with Senior Partner & Managing Director Christian Gherardi to provide the team’s clients with customized financial planning, retirement, and estate planning solutions, the independent wealth advisory firm reported.
“Lucas has a unique ability to combine his technical investment expertise with client-focused execution, and we are thrilled to welcome him to the team,” said Gherardi.
According to a Managing Director at Snowden Lane, the new addition has “a strong track record of working with ultra-high-net-worth clients, delivering specialized solutions that address complex considerations in international markets.”
Prior to joining Snowden Lane, Azevedo served as Associate Director and Private Banker at BTG Pactual, where he managed over $250 million in client assets.
An expert in serving ultra-high-net-worth families in Brazil and Latin America, Azevedo has built a 13-year career that includes additional experience at Crédit Agricole Private Banking and Citi Private Bank. He specializes in multi-asset portfolios and international asset structuring, and is fluent in Portuguese, English, and Spanish, according to a statement from the firm.
Since its founding in 2011, Snowden Lane has built a national brand, attracting talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, Wells Fargo, and Fieldpoint Private, among others. The firm employs more than 150 professionals, including over 80 financial advisors, across 15 offices nationwide.
