Financial advisors Philip Lazzari, Mark Stevens, Eric Watson and Eric Buckner have joined Snowden Lane Partners as managing directors and partners. The team, known as Harbor Wealth Management Group, has joined from UBS and will work out of Snowden’s new Baltimore, Md., office.
Harbor Wealth manages approxamitely $400 million in client assets.
“The firm’s high-touch, independent boutique culture and full-service platform define the independent hybrid firm of the future,” said Stevens in a prepared statement regarding choosing Snowden.
Harbor Wealth serves private clients, small businesses, non-profits and corporate executives. The firm focuses on managing risk, advising on concentrated equity positions and providing retirement plan services.