Formerly in Wells Fargo

Snowden Lane Partners Expands its International Wealth Presence with the OSM Group


foto-cedidaJorge Silva, Jessy S. Mogro, Joe Olivera y Ana Paula P. O'Keefe. THE OSM Group

Autor: Marcelo Soba

  1. The four members join from Wells Fargo and will be the sixth new team to arrive at Snowden Lane this year
  2. 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
  3. They specialize in customized wealth management solutions and financial planning for clients in Brazil, Mexico, Argentina, Colombia, Venezuela, Europe, and the U.S