Kevin Guth

Kevin Guth

Parter, Managing Director, Private Wealth Advisor at Snowden Lane Partners

Location:
540 Madison Avenue, New York City, New York, United States
HQ Phone:
(646) 218-9760

General Information

Experience

Vice President, Financial Advisor, Portfolio Manager, PIA Program  - Merrill Lynch & Co. Inc

Education

BA  - University of Connecticut

Recent News  

Kevin Guth, a New Haven, Conn.-based managing director at New York-based Snowden Lane Partners since late 2013, is a case in point.
"For years, I just hated weekly staff meetings," he tells FA-IQ. In his previous incarnation as a Merrill Lynch broker, he came to view such gatherings as pep rallies to spur sales of favored fund managers and brokerage services. On joining Snowden Lane, a firm with around $600 million under management, Guth set about ridding staff meetings of marketing flimflam and focusing the attention of the two other advisors and four support personnel on the needs and priorities of their clients. "It's just so refreshing to walk into a room where everyone's brainstorming about the best ways to help clients through a particularly thorny estate-planning or investment issue," he says.

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Press Release - Snowden Lane Partners' Kevin Guth, Alex Bryer Named Top Retirement Plan Advisors by Financial Times

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Kevin Guth
Senior Partner, Managing Director Kevin is a Senior Partner and Managing Director at Snowden Lane Partners, where he provides advisory, brokerage and investment management services to Snowden Lane's wealth advisory clients. He joined Snowden Lane from Merrill Lynch after 16 years where he was part of the Guth-Fordyce team serving high net worth individuals and families. Kevin helps clients achieve their financial and planning goals by combining a sophisticated and unique approach to money management with a detailed financial plan which covers all areas of their financial lives. Kevin's training and experience in money management provides clients with a highly specialized asset management program designed to match clients' specific goals. In an industry where the investment process is now considered a commodity because of widely used generic investment programs, Kevin's team is passionate about their ability to manage money and to present truly unique and specific investment solutions. Kevin holds the Series 7, Series 63 and Series 65 licenses and has a BA from the University of Connecticut. He lives in Clinton, CT with his wife Kellie and four children: Madeline, Hannah, Ella and Ryan. Press Release - Snowden Lane Partners' Kevin Guth, Alex Bryer Named Top Retirement Plan Advisors by Financial Times

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