- The four members join from Wells Fargo and will be the sixth new team to arrive at Snowden Lane this year
- The group is composed of Joe Oliveira, Jorge Silva and Jessy Mogro as Partners and Managing Directors; and Ana Paula O’Keefe as Senior Registered Client Relationship Manager
- They specialize in customized wealth management solutions and financial planning for clients in Brazil, Mexico, Argentina, Colombia, Venezuela, Europe, and the U.S
Snowden Lane Partners, an independent wealth advisory firm, has announced the launch of a new advisory team based in their New York City headquarters: the Oliveira, Silva & Mogro (OSM) Group, whose members join from Wells Fargo.
This new team, the sixth one to join Snowden Lane this year, is composed by Joe Oliveira, Jorge Silva and Jessy Mogro as Partners and Managing Directors; and Ana Paula O’Keefe as Senior Registered Client Relationship Manager. They will oversee 212 million dollars in client assets.
Rob Mooney, CEO of Snowden Lane Partners, claimed to be "delighted" to welcome the group. “They care deeply about their clients and they’ve created a tight-knit team that really works well together. It’s no surprise they’ve become such a successful and high-performing group, and we look forward to watching them grow", he added.
The team specializes in customized wealth management solutions and financial planning for their clients residing predominantly in Brazil, Mexico, Argentina, Colombia, Venezuela and Europe, as well as in the U.S. OSM tailors a customer-centric and fiduciary approach to each of their clients’ needs and financial goals, with client satisfaction and trust at the center, says their webpage.
“The universe of wealth advisors has grown dramatically over the last few years, but as we took a look at the firms out there and analyzed which platforms offered the best home for our clients, Snowden Lane really stood out,” commented Oliveira.
The firm has 112 total employees, 62 of whom are financial advisors, across 12 offices around the country. Since its founding in 2011, it has attracted top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, and Wells Fargo, among others.
Oliveira is a 21 year veteran of the financial industry, who obtained his Series 7 and Series 66 licenses at Paine Webber/UBS. He then continued his career in finance at JP Morgan, focusing on domestic and non-resident wealth management. As an International Financial Advisor, Joe traveled extensively to Latin America and Europe and developed strong knowledge of the international markets and the specific needs of the non-resident clients. Most recently, Joe served as a Vice President, Senior Financial Advisor at Wells Fargo Advisors where he continued to develop his skills.
Silva began his career in financial services in 1994 with Pacific Life Insurance Company in California. He serviced and marketed their suite of variable annuities to financial advisors located in the southeast and Florida. He obtained the required licensing with the series 7 & 63. Over the past 27 years he has gained extensive knowledge and experience of capital markets, banking and wealth management. Silva has dedicated the last 14 years to advising individual clients, families and businesses in accumulating and managing wealth. Since 2018, he was a Private Client Advisor in the New York office of Wells Fargo Advisors and prior to that, he was with JP Morgan Securities in their International Financial Services division since 2009. He began his financial advising career with Merrill Lynch through their Paths of Achievement training program.
Mogro has over three decades of experience in the financial service industry specializing in wealth management to high net worth international clients. Prior to joining Snowden Lane Partners, she was a Private Wealth Financial Advisor at the International Private Client Service Group at Wells Fargo Advisors in New York, catering to domestic and international clients mainly in Latin America and Europe, where she provided high-net-worth clients with strategic long-term investment guidance. She began her career in 1990 at JPMorgan Chase Bank, formerly Chemical Bank, in the International Private Banking and in the Retail Group. She gained extensive experience in sales where she held several positions. After 15 years, she transitioned to brokerage services and became a financial advisor.
Pinto-O'Keefe has over 20 years in the industry. She started at JP Morgan in 1997 as Client Advisor Assistant and Analyst, then moved on to UBS, Unique Associated, until she returned to JP Morgan in 2014 as Investment Associate of International Financial Services. She held this position until 2018, when she joined Wells Fargo.