The Private Wealth Management Group

Miami, FL

Providing global, independent wealth advice focused on what’s most important: the success of our clients.

The Private Wealth Management Group

Miami, FL

The Private Wealth Management Group

Miami, FL

The Private Wealth Management Group

Miami, FL

The Private Wealth Management Group

Miami, FL

Providing global, independent wealth advice focused on what’s most important: the success of our clients.

Understanding our clients’ goals, risk tolerances, time horizons and liquidity needs are the drivers that will guide us in our approach to offering unbiased independent advice and recommendations. To us, every client is unique and as such our consultation and management will be tailored made to meet their specific goals and objectives. Our boutique services are designed for a one-on-one hands-on approach.

We are experienced and serve to the following spectrum of clientele in both US domestic and off-shore markets:

 

HIGH NET-WORTH INDIVIDUALS/FINANCIAL PLANNING

We work directly with trust officers and attorneys to assist in planning your retirement, transfer of wealth, and legacy.

CAPTIVE INSURANCE COMPANIES

Experienced in the wealth management of domestic and off-shore captives insurance companies assets, and in working with captive managers.

NON-PROFIT CORPORATIONS

We provide diversification and a multitude of asset management choices for the proper asset allocation.

FOUNDATIONS & ENDOWMENTS

Legacy assets require the proper asset allocation, diversification and conservative approach in their management.

INSURANCE COMPANIES

Managing reserves require the knowledge and expertise to properly follow the risk parameters and objectives set by an investment committee.

RETIREMENT PLANNING/ 401(k) SERVICES

We are hands on when it comes to working with employees/participants in sponsored retirement plans. Making sure these company benefits are advantageous to all.

GOVERNMENT PENSIONS / SOCIAL SECURITY/ NATIONAL INSURANCE SCHEMES

Having an Investment Policy is paramount when directing the management of invested assets. Our job is to make sure the policies are adhere to by our selected asset managers.

 

 

 

 

Recent Insight

Meet our Team

Owen Parr

Partner, Managing Director
Owen is a Partner and Managing Director at Snowden Lane. He joined the firm from Merrill Lynch where he was a Senior Vice President, Senior Resident Director – International Wealth Management Advisor, and Portfolio Manager. His experience dates back to 1986 when he started his financial industry career. Owen likes to say that he has seen ‘bull, bear and chicken markets,’ in his over 30 year career advising clients. Because of it, he has garnered the experience and knowledge to advice his clients regardless of client’s objectives and market conditions. Owen enjoys a varied client base from domestic high-net worth clients and institutions, to international clients in Europe, the Caribbean and Latin America. When not advising clients, Owen is sitting behind his laptop, plotting out his next best-selling crime mystery novel, five of which have been best sellers with Amazon so far. In this endeavor, he has been awarded various awards. He’s a lifelong resident of Miami Beach together with his wife Ingrid and enjoy two married daughters and four grandchildren, oh, and yes two son in laws.

Frank Murillo

Partner, Managing Director
Frank is a Partner and Managing Director at Snowden Lane Partners. He has more than 12 years of experience in the industry and joined the firm in 2019 after nearly a decade with Merrill Lynch, where he was previously a Senior Portfolio Advisor and International Wealth Advisor. Within his practice he focuses on helping senior executives plan for their retirement, understand their stock option compensation, and define their investment philosophy. Frank also writes a blog at franktheplanner.com aimed at helping folks better understand their finances. He earned his bachelor’s degree in Business from Florida International University and is a Certified Financial Planner™ (CFP®). He also holds the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning and is a Certified Plan Fiduciary Advisor (CPFA) as recognized by the National Association of Plan Advisors. When he isn’t working with clients, Frank loves to travel with his wife Melissa and their five year old Belgian Shepherd, Charlie.

Arnaldo Rego

Partner, Managing Director
Arnaldo joined Snowden Lane Partners in 2019 and has over 35 years of experience working with high net worth individuals, corporate executives and successful business owners in order to help them achieve their investment goals by utilizing his extensive knowledge of the equity and fixed income capital markets, especially emerging markets bonds. Arnaldo started his career with Banco Banorte in Sao Paulo, Brazil, in 1972. In 1991 he moved to Miami to manage an offshore bank owned by the shareholders of the Banco Banorte. In 1996 he joined Banco Rural in Miami to help develop their international business, and in 1997 he joined Prudential Securities International (which later merged into Wachovia and eventually Wells Fargo). In 2010 he joined Merrill Lynch where he was primarily focused on providing financial advice to South American clients. Arnaldo graduated from Faculdade Metropolitana Unidas (FMU) in Sao Paulo, Brazil, in 1972, where obtained a bachelor’s degree in Economics, and the University of Westminster in London, England, in 1976, where he obtained a degree in business studies. He is fluent in Portuguese, Spanish and English, and holds several licenses, including Series 7, Series 66 and life insurance license. Arnaldo enjoys spending his spare time with his family, at the beach, paddle boarding, playing golf and riding his motorcycle.

George Arias

Partner, Managing Director
George Arias is a Partner and Managing Director at Snowden Lane Partners. With 30 years of experience in the industry he has guided clients through a wide variety of financial markets. He is joining the Snowden Lane Partners firm after 9 years at Merrill Lynch in Miami, FL where he was the Vice President – International Wealth Advisor covering the US and Latin America markets, with a primary focus in Brazil. George began his career with Manufacturers Hanover Trust Company Private Banking Group in the mid-80s. In 1990 he moved over to the Deutsche Bank Group in New York as an International Private Banker, where he remained until 1999. During his tenure at Deutsche Bank he spent 4 years in Brazil, from 1993 until 1997, serving as the International Private Banking Representative for Deutsche Bank New York. He resided in both Rio de Janeiro and Sao Paulo. In 1999 George moved to Miami and joined Wells Fargo as a Vice President for their International Wealth Management Group serving both the US and Latin American clients. In 2010 George made the move to Merrill Lynch as the Vice President – International Wealth Advisor. Prior to starting his successful Private Wealth Management career, George attended Pace University in New York and obtained a Bachelor of Business Administration. He holds a Series 7,63 and 66 FINRA Registrations. He was born in New York City and grew up in Brooklyn, NY. He is fluent in English, Spanish and Portuguese. He is also a member of the Prestigious Rotary Club, a philanthropic organization.

Alberto Bravo

Vice President - Investment Solutions, Private Wealth Advisor
Alberto is a Vice President of the Investment Products & Solutions team at Snowden Lane Partners. He has over 10 years of industry experience covering portfolio & trade management, investment due diligence & analysis, and manager research. As part of the Investment Solutions team, Alberto leverages his understanding of the wealth management process to collaborate with advisor teams in providing comprehensive portfolio and investment management solutions for their retail and institutional clients, with considerations to both US and International markets. Prior to his current role, Alberto joined Snowden Lane as an Sr. analyst and relationship manager in 2019 where he oversaw all facets of investment management, analysis, and trading for the Private Wealth Management Group.

Prior to Snowden Lane, he started his career at Merrill Lynch – Global Wealth Investment Management, as an analyst in 2013 and moved on to multi-functional roles as an associate and assistant resident director. Alberto is a graduate from the University of Florida, Heavener School of Business in Finance. He is fluent in Spanish, originally from Lima, Perú, but now resides in Miami, FL, where he enjoys traveling and spending time with his wife, friends and family.

Brett Pencar

Client Relationship Manager
Brett Pencar is a Client Relationship Manager for the Private Wealth Management group in our Miami, FL office. He handles the day-to-day maintenance of accounts, to include new account opening, transfers of assets, and any questions or issues relating to the administration and servicing of accounts. He currently holds the Series 7 and Series 66 licenses. Prior to joining SLP, Brett worked at Merrill Lynch’s Private Banking and Investment Group as a Financial Analyst. He is a US Navy veteran serving on the Dwight D. Eisenhower aircraft carrier in Operation Enduring Freedom from 2009-2013. Brett received his bachelor’s degree from Barry University, where he majored in Finance and an MBA from Florida International University. In his free time, Brett enjoys spending time with family and friends, going camping in North Carolina, and taking his dogs to the park.

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The Private Wealth Management Group

1 Alhambra Plaza
Suite 1130
Miami, FL 33134

(888) 673-3880

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