Alt Investments
New York City Wealth Advisory Firm Welcomes Ex-Merrill Duo In California

Snowden Capital Advisors, an independent, advisor-owned wealth advisory firm, has brought in Loretta and Bob Hoffman to its Pasadena, CA, office as partners and private wealth advisors.
Snowden Capital Advisors, an independent, advisor-owned wealth advisory firm, has brought in Loretta and Bob Hoffman to its Pasadena, CA, office as partners and private wealth advisors.
The Hoffmans join from Merrill Lynch, where they were financial advisors for 19 years.
Loretta Hoffman served in a dual capacity as branch manager of the Arcadia office for the last 13 years.
Snowden is led by Lyle LaMothe, chairman of the board of directors; Rob Mooney, managing partner and chief executive; and Greg Franks, managing partner and president.
The firm is headquartered in New York City and operates an SEC-registered investment advisor and affiliated broker-dealer.
At the beginning of April, the firm added Subha Barry and Craig Pfeiffer to its advisory board. On the advisory board, the pair joined Bob Doll, chief equity strategist and senior portfolio manager of Nuveen Asset Management; Charles Widger, executive chairman at Brinker Capital; Bob Caruso, founder and chairman of Impact Republic; and Reynold Mooney, senior partner and head of global life sciences and healthcare at Deloitte.