Lucas Azevedo Has Joined the Gherardi Group as Financial Consultant and Vice President, Following Prior Roles at BTG Pactual, Crédit Agricole Private Banking, and Citi Private Bank.
CORAL GABLES, Fla.–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Lucas Azevedo has joined the Gherardi Group as a Financial Consultant and Vice President.
Based in Snowden Lane’s Coral Gables office, Azevedo will work closely with Senior Partner and Managing Director, Christian Gherardi, to deliver personalized financial, retirement and estate planning solutions to the team’s clients.
“Lucas has a unique ability to blend his technical investment expertise with client-focused execution, and we’re thrilled to welcome him to the team,” said Gherardi. “Most importantly, Lucas has a comprehensive track record of working with ultra-high-net-worth clients to deliver specialized solutions that address complex considerations across international markets. That combination is rare to find in our industry, and I’m looking forward to working together to continue achieving our clients’ individual goals.”
Prior to joining Snowden Lane, Azevedo served as an Associate Director and Private Banker at BTG Pactual, where he oversaw more than $250 million in client assets. An expert in serving ultra-high-net-worth families across Brazil and Latin America, Azevedo has built a 13-year career that includes additional experience at Crédit Agricole Private Banking and Citi Private Bank. He specializes in multi-asset portfolios and international asset structuring and is fluent in Portuguese, English, and Spanish.
Since its founding in 2011, Snowden Lane has built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, Wells Fargo, and Fieldpoint Private, among others. The firm employs over 150 professionals, including more than 80 financial advisors, across 15 offices nationwide. Snowden Lane is consistently recognized among Barron’s Top 100 RIA Firms and Forbes/SHOOK Top RIA Firms.
About Snowden Lane Partners
Snowden Lane is headquartered in New York City and operates an SEC-registered investment adviser and a FINRA-licensed broker-dealer. The firm provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. Snowden Lane further provides full operational, finance, compliance, human resources, and financial advisor transition support to its financial advisors.
For more information about Snowden Lane, please visit www.snowdenlane.com.
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