Snowden Lane Partners Overview
- Type
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Wealth Management Firm
- Year Founded
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2011
- Professionals
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98
- AUM
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Snowden Lane Partners General Information
Description
Snowden Lane Partners is a wealth management firm based in New York, New York. Established in 2011, it is a nationally branded, open-architecture, hybrid registered investment advisor and broker-dealer that provides wealth advisory services to high net worth individuals, families, and institutional clients. It also provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. It further provides full operational, finance, compliance, human resources, and financial advisor transition support to its financial advisors. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).
Contact Information
Corporate Office
- 540 Madison Avenue
- 9th Floor
- New York, NY 10022
- United States
Snowden Lane Partners Commitment Analytics
Snowden Lane Partners Investment Allocations
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Target PE:Current PE:% Actual
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Target Real Estate:Real Estate:% Actual
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Target Equities:Current Equities:
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Target Fixed Income:Fixed Income:
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Target Cash:Current Cash:
Snowden Lane Partners Team (33)
| Name | Title | Office |
|---|---|---|
| Robert Mooney JD | Managing Partner and Chief Executive Officer | New York, NY |
| Gregory Franks | Chief Operating Officer, President & Managing Partner | New York, NY |
| Matt Seeman | Chief Financial Officer, Senior Partner & Managing Director | New York, NY |
| Allen Jacobi | Managing Director & Senior Partner | New York, NY |
| Andrew Heitner | Senior Partner & Managing Director | New York, NY |
Snowden Lane Partners Board Members (6)
| Name | Representing | Role | Since |
|---|---|---|---|
| Charles Widger | Snowden Lane Partners | Member of the Advisory Board & Senior Advisor | |
| Cynthia Mullock JD | Self | Advisory Board Member | |
| Dana Kurttila | Estancia Capital Management | Board Member | |
| Lyle LaMothe | Snowden Lane Partners | Chairman | |
| Subha Barry | Self | Advisory Board Member |
Snowden Lane Partners FAQs
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When was Snowden Lane Partners founded?
Snowden Lane Partners was founded in 2011.
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Who is the founder of Snowden Lane Partners?
John Morris is the founder of Snowden Lane Partners.
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Who is the CEO of Snowden Lane Partners?
Robert Mooney JD is the CEO of Snowden Lane Partners.
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Where is Snowden Lane Partners headquartered?
Snowden Lane Partners is headquartered in New York, NY.
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How many Assets Under Management (AUM) does Snowden Lane Partners have?
Snowden Lane Partners has in assets under management.
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