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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Snowden Lane Partners - The Private Wealth Management Group | Senior Partner | Unknown to Present | — |
Others at Snowden Capital Advisors LLC (5)
| Name | Role | Location |
|---|---|---|
A Alexandra Chan | Investment Analyst | New York, NY , United States |
| Planning and Investment Analyst | TX , United States | |
| Vice President - Senior Portfolio Consultant | Greenwich, CT , United States | |
| Senior partner, portfolio manager | Wilmot, NH , United States | |
| Senior Partner | Paramus, NJ , United States |
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