Snowden Lane Partners Provides Global, Independent Wealth Advice

Consulting

Snowden Lane Partners

Snowden Lane Partners' headquarters in New York, NY, United States

Rob Mooney

Wilton Mejia

Michael Kevin Bird

Keary Castleberry

John DiCiaccio

Keith Mayo

Luis Felipe Vegas

Jessy S. Mogro

Jesse Clinton

Phillip I. Pedrena

Eric Watson

Rick L.

Douglas J. Gill

Andrew Heitner

Jim Cannon

Cynthia Hewitt

Eduardo Alvarez Andreu

R. Stephen Bartholow

Leah Thomson Snell

Lawrence Barocas

Alison Burkett

Schuyler Cayton

Alex Arista

Jaime Sanchez Yarza

Thomas J. Hakala

Phil Lazzari

Michelle Arpin Begina

Luis Miguel Gonzalez Ocque

Mark Stevens

Joseph Raieta

Frank Murillo

Owen Parr

Nicole Boutmy de Katzmann

Robert Feldman

Marivi Rodriguez

George Arias

Kristian Sedeño

David Woolford

Alfredo Garcia

Douglas Flaherty

Richard West

Matt Seeman

Greg Franks

Subha Barry

Bob Caruso

Charles Widger

Reynold W. Mooney

Cynthia Mullock

Robert C. Doll

Lyle LaMothe

The Partners and Managing Directors team at Snowden Lane Partners is responsible for guiding the firm's strategic direction, managing client relationships, and overseeing the implementation of bespoke wealth management solutions. They ensure high standards of service, drive enterprise development, handle operations, and provide leadership across various branches and departments to deliver global, independent wealth advice.

Partners and Managing Directors

The Advisory Team at Snowden Lane Partners provides tailored, independent wealth management and financial planning services to clients, leveraging their expertise to offer bespoke investment strategies and advice for both domestic and international portfolios.

Advisory

The Leadership Team at Snowden Lane Partners is responsible for setting the strategic direction and vision of the firm while overseeing its operations and organizational health. Comprising seasoned professionals from various disciplines, the team drives innovation in wealth management, ensures compliance with regulations, and fosters a culture of excellence to deliver independent and personalized wealth advice to clients globally.

Leadership Team

The Client Relationship Management Team at Snowden Lane Partners focuses on maintaining and enhancing relationships with clients by providing personalized investment advice, financial planning, and exceptional service. This team ensures client satisfaction, addresses inquiries, and manages accounts to optimize financial outcomes.

Client Relationship Management Team

The Financial Analysis and Management team at Snowden Lane Partners is responsible for evaluating financial data, managing investment portfolios, and providing strategic financial insights. Team members work collaboratively to analyze market trends, optimize trading strategies, and ensure efficient financial planning and analysis (FP&A) to deliver independent wealth advice to clients.

Financial Analysis and Management

The Compliance and Regulatory Team at Snowden Lane Partners ensures adherence to financial regulations and industry standards. They oversee compliance programs, manage risk assessments, and enforce anti-money laundering (AML) protocols to safeguard the firm's global independent wealth advice services.

Compliance and Regulatory Team

Snowden Lane Partners

Org chart

Board & advisors

Teams

Partners and Managing Directors

Advisory

Leadership Team

Client Relationship Management Team

Financial Analysis and Management

Compliance and Regulatory Team

Offices

Snowden Lane Partners

Org chart

Board & advisors

Teams

Partners and Managing Directors

Advisory

Leadership Team

Client Relationship Management Team

Financial Analysis and Management

Compliance and Regulatory Team

Offices

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