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Stephen Bartholow

Stephen Bartholow

Senior Partner at Snowden Capital Advisors LLC

Bluffton, SC , United States

About

Stephen Bartholow serves as Senior Partner at Snowden Lane Partners - The Private Wealth Management Group, based in Bluffton, SC. In this role, he provides comprehensive wealth management and personalized portfolio strategies for high-net-worth individuals and multigenerational families, overseeing significant client assets and leading a seasoned advisory team.

Bartholow specializes in estate, retirement, and wealth planning, with a particular focus on multigenerational portfolio management and customized strategies for domestic and international clients. His expertise covers a broad range of asset classes, including equities, fixed income, and alternative investments, tailored for clients with complex financial needs.

With prior leadership experience as the co-founder of The Upland Group at Morgan Stanley, Bartholow brings over a decade of financial services experience to Snowden Lane Partners. His career is defined by building long-term client relationships and navigating sophisticated investment portfolios; while specific educational credentials are not publicly listed, his extensive track record and leadership roles underscore his deep expertise in private wealth management.

Career History

OrganizationRoleDate RangeDetails
Snowden Lane Partners - The Private Wealth Management GroupSenior PartnerUnknown to Present

Others at Snowden Capital Advisors LLC (5)

NameRoleLocation
A
Alexandra Chan
Investment AnalystNew York, NY , United States
Ashley LaMothe
Ashley LaMothe
Planning and Investment AnalystTX , United States
Tyler Catalano
Tyler Catalano
Vice President - Senior Portfolio ConsultantGreenwich, CT , United States
Coe Kerr
Coe Kerr
Senior partner, portfolio managerWilmot, NH , United States
peter Hwang
peter Hwang
Senior PartnerParamus, NJ , United States

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