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"At Snowden Lane, we value loyalty, partnership, integrity and the opportunity to make a difference."

Snowden Lane is a lane in Princeton, N.J., connecting the homes of our co-founders. For our clients, Snowden Lane is the pathway to achieving financial independence and their financial objectives. For our advisors, Snowden Lane enables them to understand and meet their clients’ unique needs.

The story of Snowden Lane Partners is a story of commitment to clients, advisors and core values. Created by former Wall Street executives, Snowden Lane focuses exclusively on wealth advisory, and alleviates the conflicts of interest inherent at large financial institutions. We don’t have competing businesses in our firm. And we avoid conflicts of interest with our clients and our advisors.

As independent wealth advisors, we offer our clients access to a comprehensive range of independent investment and advisory solutions. Our advisors search out, evaluate and recommend the best possible investment solutions for our clients. As fiduciaries, we act in our clients’ best interests.

We built a firm that values loyalty, partnership, uncompromising standards and social responsibility. Our advisors, who built outstanding careers at the world’s largest investment firms, joined Snowden Lane because they wanted to be part of a culture that puts the client first, values teamwork and collaboration, and aligns their interests with those of their clients.

At Snowden Lane, we value loyalty, partnership, integrity and the opportunity to make a difference. These values drive our leadership, strengthen our relationships, define our culture and motivate our team to exhibit best practices every day.

We are building a culture around our core values. We are committed to applying these values to all we do — from our day-to-day actions in client service to strategic decisions we make as a group:

Loyalty

Clients’ interests first, always.

Partnership

Our success is a reflection of partnering with each other, our clients, advisors and other stakeholders.

Uncompromising Standards


Delivering advice with the highest level of integrity.

Social Responsibility

Along with our clients, we embrace opportunities to make a positive impact on our world.

Our senior leaders founded Snowden Lane Partners following careers as top executives at some of the world’s largest wealth management firms. Their goal was to establish an independent wealth advisory with an even higher standard. Today, Snowden Lane Partners represents a culture that values integrity, transparency and putting the client first, along with state-of-the-art technology and innovative investment solutions.

Lyle LaMothe

Chairman

Lyle LaMothe is Chairman of Snowden Lane. Lyle is Senior Partner of Left Hand Logic, LLC, a business consulting firm focused on the independent financial services industry.

Prior to founding Left Hand Logic, Lyle was head of Merrill Lynch U.S. Wealth Management, responsible for the strategic leadership and oversight of 23,000 professionals including 13,500 Financial Advisors entrusted with $1.5 trillion of client assets, generating $9.8 billion in revenue and $2.5 billion in pre-tax earnings through a system of approximately 700 branch offices across the United States. Lyle served as a member of the Global Wealth & Investment Management Executive Committee and Bank of America’s Global Diversity & Inclusion Council. A 24 year veteran of Merrill Lynch, Lyle held executive management positions in New York, Chicago, and Los Angeles. Lyle began his career as a financial advisor in San Bernardino, California.

Rob Mooney

Managing Partner, CEO

Rob is Managing Partner and Chief Executive Officer of Snowden Lane. Rob spent 22 years at Merrill Lynch, in New York, Singapore, Hong Kong, and London.

He was General Counsel and Chief Business Risk Officer of Global Wealth Management and a member of the GWM Executive and Operating Committees. He previously held senior executive positions in International Private Client and the Asia Pacific Region. Rob started at Merrill Lynch in London (Europe, Middle East and Africa Region) and before that worked at the U.S. Securities and Exchange Commission. He has a BA from Franklin and Marshall College and a JD from George Washington University. He is Chairman of the Board of Centurion, the oldest organization in the U.S. dedicated to freeing the wrongly convicted, and a founding Board member of the Christina Seix Academy, a residential school for underprivileged inner city children. He is a former Board Chairman and Board member of the American Red Cross of Central New Jersey. Rob and his wife reside in Princeton, NJ and have four children.

Greg Franks

Managing Partner, President, COO

Greg Franks is Managing Partner, President and COO of Snowden Lane. Previously, Greg was a Managing Director with Merrill Lynch Wealth Management, where he was responsible for over 5000 financial advisors, $450 billion dollars in client assets and $4 billion in annual revenue.

Additionally, Greg was Maryland State President for Bank of America where he was responsible for integrating the various lines of businesses into a cohesive platform to better serve the clients of both the consumer and commercial bank and the wealth management business. In his 28 years with Merrill Lynch, Greg held various positions including Western Division Director, Mid-Atlantic Division Director and Regional Managing Director. Greg held positions in London, England where he was Executive Director of the wealth management office and in Dubai, U.A.E., where he was Regional Director of the Middle East.

Alison Murray Burkett

Senior Partner, Enterprise Development

Alison is Senior Partner and Managing Director of Enterprise Development, ensuring that Snowden Lane clients and advisors have a superior experience through consistent service, dynamic technology, and custom investment solutions. Alison is responsible for the company’s operating platform, human resources, and for driving enterprise innovation.

In addition, she leads efforts to develop next-generation advisor tools and client service models incorporating leading-edge technology. Alison plays a central role in the recruitment and transition of advisory teams to Snowden Lane Partners. She brings extensive experience working with ‘advisors in transition’, integrating custodial technology and service offerings to support their client and business needs in an independent business model. She focuses on developing vendor partnerships and creating solutions to enhance client and advisor experience. Previously, Alison held business development and client service positions at Clearbrook Global Advisors. She received her BA in Political Science from Princeton University, and studied finance at New York University’s Stern School of Business. Alison holds Series 7, 66, 24, and 79 registrations. Alison and her husband, Erik, have two children and reside in San Diego, CA.

Richard West

Partner, General Counsel & CCO

Richard is General Counsel and Chief Compliance Officer (CCO) of Snowden Lane. He has more than 20 years of broad legal and regulatory compliance experience. He was General Counsel of Aritas Group, Inc. and as CCO of its broker-dealer subsidiaries, responsible for all legal and regulatory affairs of the company.

Prior to Aritas, Richard was General Counsel, CCO, and a member of the Board of Directors of SecondMarket, Inc. He also served as General Counsel and CCO of The National Research Exchange, Inc.

Richard graduated with a J.D. from Loyola University School of Law and a B.A. degree from Tulane University. He is admitted to the bar in New York and England & Wales. He holds Series 7, 24, 55, 63, 79, and 99 registrations. Richard and his wife, Courtney, have three children and reside in Darien, CT.

Joseph Raieta, CFA

Partner, Managing Director, Head of Investment Solutions

Joseph joined Snowden Lane Partners in 2015. He has over 17 years of industry experience spanning capital markets, investment due diligence, product sourcing & management, credit analysis, and retail, wholesale & institutional investment sales. As Head of Investment Solutions, he is responsible for Snowden Lane’s investment products and securities platform, trading, and research.

Previously, Joseph was Senior Director and Head of Product Management at Icon Investment Group where he managed key functions of a multi-product, alternative investments platform servicing the independent advisor channel. Prior to that role, Joseph originated private debt investments in companies from the energy, manufacturing, transportation, and technology industries. Earlier in his career, he held analyst and capital raising roles at BlackRock and AIG.

Matt Seeman

Managing Director, CFO

Matt is Chief Financial Officer for Snowden Lane Partners. He oversees the finance and accounting functions and is the Financial and Operations Principal (FINOP) for the firm’s broker dealer.

Matt has over a decade of experience in financial planning and analysis. Prior to Snowden Lane, he was a finance manager at a privately held distribution company where he focused on profitability analysis and efficiency initiatives. Matt began his career as an FP&A analyst at Bank of America/Merrill Lynch in their wealth management division supporting the Investment Products Group, and later, Merrill Edge. He has an MBA from NYU’s Stern School of Business and a bachelor’s degree from Boston College, graduating magna cum laude.

Richard Ganter

Managing Director, Southeast Region/International

Richard Ganter is Managing Director of the Southeast for Snowden Lane located in our Coral Gables Florida office. Richard has direct oversight of the daily operations and growth strategies for the Southeast region and is a member of the senior leadership team.

Richard brings over 30 years of broad financial services experience. He joined Snowden Lane from Wells Fargo Advisors where he oversaw the wealth business line advisors within the Southeast Florida Region. Prior senior leadership roles include Regional Manager of BBVA Wealth, Regional Director at Deutsche Bank and Senior Vice President of US Trust Company of Florida. Early in his career he spent 11 years with Charles Schwab in multiple roles as Regional Branch Manager, East Region Head of Fixed Income and Vice President of Institutional Sales.

Richard and his wife Marinella reside in Miami Florida with their two daughters, Samantha, Cassandra and her husband Huston Lorenzo. The entire family have been actively involved and supporters of several charitable organizations such as Mike Schmidt’s Winners Circle for Cystic Fibrosis, New Hope Charities of Belle Glade Florida and The Battier Take Charge Foundation.

Aaron Stone

Director of Operations

Aaron is Snowden Lane’s Director of Operations. He is responsible for overseeing the administration and efficiency of the firm’s branch office daily operations including operations, product sales, customer service, and security and safety in accordance with the firm’s strategic objectives and regulatory guidelines. Aaron provides leadership, training and support to our advisors and client associates. He executes the firm’s strategic initiatives by implementing policies and procedures, establishing operational workflows, and administering supervisory initiatives.

Aaron joined Snowden Lane from Merrill Lynch where he was most recently a Client Service Manager for the Stamford, CT Market. In this role he oversaw daily operations and managed support staff across the Market to ensure the highest level of client service. In addition to his leadership role, Aaron held other client service and operational support positions during his 9 years with the firm. He received a BA in Psychology and a Minor in Sociology from the University of Louisville. Aaron and his wife have two boys and reside in Scarsdale, NY.

Juan Carlos Moreno

Director, International Wealth Advisory

Juan Carlos is the Director of International Wealth Advisory specializing in Credit for Snowden Lane Partners located in San Diego, CA. Juan Carlos focuses his efforts on Financial Advisors who have clients both in the U.S. and abroad. The drive is to ensure the delivery of a consistent and competitive offering in the Brokerage and Credit facets of the business in order to help execute on developmental strategies for high-net-worth and ultra-high-net worth clients.

Juan Carlos has an extensive background in Credit, Structuring, Trust, Foreign Exchange, International deposit products and mortgage. He joined Snowden Lane from Merrill Lynch’s Credit & Banking division where he served as the International Banking Advisor. In this role, he worked with a team that supported and delivered integrated liquidity, cash management, and lending solutions for Financial Advisors and their high-net-worth clients. Juan Carlos held similar roles with JPMorgan Chase, UBS AG, and Bank of America where he had coverage of 194 Advisors serving the Retail Banking, Small Business Banking, Wealth Management Banking, Private Banking and Brokerage units with their clients in the U.S., Latin America and Asia.

Juan Carlos received his BSBA degree from Touro College, holds FINRA 7 and 66 licenses, recently attainting his certificate from the USC David School of Gerontology and previously held his California Life and Health Insurance license. He has spent his time as a Board member and Past President of Hostelling International and dedicates his time to local nonprofit efforts. Juan Carlos and his wife, Tanya, reside in San Diego, CA and have 5 children and a granddaughter.

Snowden Lane Partners se beneficia del asesoramiento y el apoyo de un distinguido grupo de líderes de la asesoría patrimonial y otras industrias.

Subha V. Barry

Subha V. Barry es presidenta de Working Mother Media, donde supervisa la revista Working Mother, workingmother.com, Diversity Best Practices, la Asociación Nacional de Mujeres Ejecutivas (NAFE) y Culture @ Work.

Subha fue vicepresidente sénior y directora general de diversidad en Freddie Mac, donde se desempeñó en el comité de gestión de la empresa y dirigió su fundación. Durante sus más de 20 años en Merrill Lynch, Subha fue MD y directora global de D&I. También creó un Grupo de Desarrollo Empresarial Multicultural de gran éxito para enfocar su negocio de Gestión Patrimonial en comunidades diversas y multiculturales. Inició su carrera en la firma como Asesora Financiera.

Ex profesora adjunta en la Escuela de Asuntos Públicos e Internacionales de la Universidad de Columbia, Subha ahora forma parte de varios consejos alineados con sus pasiones: la educación, la investigación del cáncer y el avance de las mujeres y las niñas.

Subha es miembro de la junta de la Universidad de Rutgers, donde copresidió la recaudación de fondos para la Cátedra Gloria Steinem de Medios, Cultura y Estudios Feministas y actualmente preside la junta de IWL – Instituto para el Liderazgo de la Mujer. Es copresidenta del Consejo Asesor de Rice360, un programa de tecnologías de la salud global reconocido internacionalmente que se centra en eliminar las disparidades en las tasas de mortalidad neonatal en el África subsahariana y miembro del consejo de la Escuela de Negocios para Graduados Jones de la Universidad de Rice.

Subha es miembro del Consejo Asesor de Directores del Instituto del Cáncer de Rutgers, donde es la presidenta anterior inmediata. También forma parte de los consejos asesores de Snowden Lane Partners, una firma de asesoría patrimonial independiente y Whiterabbitai, una compañía de inteligencia artificial MedTech.

Se desempeñó como vicepresidenta de la junta directiva de Penn Health en Princeton Hospital, donde presidió el Comité de Recursos Humanos y formó parte del Comité de Compensación y Beneficios.

Nacido en la India, Subha tiene una licenciatura de la Universidad de Bombay y un MBA y una maestría en Contabilidad de la Universidad de Rice. Tiene dos hijos adultos, Tara y Jay, y vive en New Hope, PA con su esposo (de 33 años), Jim Barry y un dúo de Yorkies: Sophie y Lucy.

Bob Caruso

Bob es el fundador y presidente de * Impact Republic, una firma de gestión de inversiones y marcas centrada en la creación de marcas innovadoras de influencia que generen impacto social.

Antes de fundar * Impact Republic, Bob fue socio gerente y presidente de Select Equity Group, Inc., un asesor de inversiones registrado propiedad de los empleados que administraba más de $ 10 mil millones en fondos de clientes. Antes de eso, Bob fue socio gerente, director de operaciones y miembro de la junta directiva de Highbridge Capital Management (“Highbridge”) y co-administró la venta de Highbridge a JP Morgan Chase & Co. a fines de 2004. Anterior Para Highbridge, Bob fue Director Gerente, Director Financiero y Tesorero de Robertson Stephens, un banco de inversión global con sede en San Francisco. Bob es miembro del Consejo de Administración de la Universidad de Saint Joseph, el Sistema de Salud de Princeton y el Centro de Teatro McCarter. Bob también es el fundador y presidente de The Kantian Foundation, una fundación privada sin fines de lucro que se centra en la inversión de impacto.

Reynold W. (Pete) Mooney

Después de una carrera de treinta y cinco años, Pete se jubiló recientemente como socio senior en Deloitte, donde fue responsable de desarrollar varias de las relaciones con clientes globales más importantes de la firma, así como de desempeñar una serie de roles de liderazgo interdisciplinario en las Américas y Europa. , incluido el liderazgo de una práctica global de ciencias de la vida y atención médica con ingresos de 2.500 millones de dólares durante varios años. Consultor de estrategia por experiencia con una sólida orientación al servicio al cliente, sus responsabilidades crecieron cada vez más para abarcar todos los servicios de la firma, incluidos consultoría comercial y tecnológica, impuestos, riesgos y asesoría, cibernética, digital y auditoría (excepto los servicios de certificación).
Además de su función en Snowden Lane Partners, Pete actualmente se desempeña como presidente de la junta de Project HOPE, una ONG de atención médica mundial de gran prestigio que ofrece programas que salvan vidas y ayuda en casos de desastre en más de 20 países de todo el mundo. Estableció y se desempeña como vicepresidente de la Fundación Internacional Suiza HOPEs con sede en Ginebra. Es asesor estratégico de THINKmd, una empresa de tecnología de atención médica que brinda capacidad de diagnóstico basada en inteligencia artificial para la atención de la salud materna e infantil en países desatendidos, y como asesor estratégico de la Iniciativa Nacional de Matemáticas + Ciencias, una organización con la misión de promover la educación STEM. En América. Pete también es miembro de la Junta Directiva de Washington & Jefferson College, una de las instituciones de artes liberales más antiguas del país fundada en 1781, donde preside el Comité de Asuntos Académicos.

Cynthia Mullock

Cindy lidera el Desarrollo Corporativo y se desempeña como Asesora General y CCO de Artivest, una plataforma de alternativas impulsada por la tecnología de rápido crecimiento respaldada por KKR, los fundadores de PayPal y líderes de la comunidad fintech. Cindy fue socia fundadora, asesora general y CCO de Snowden Lane Partners desde su inicio hasta 2015.

En Artivest, Cindy supervisa el desarrollo corporativo, incluido el reclutamiento, los recursos humanos, el gobierno corporativo, el cumplimiento legal y el cumplimiento, y se desempeña como asesora general y CCO. Como socia fundadora, asesora general y CCO de Snowden Lane Partners, Cindy desarrolló y asesoró sobre la estructura de gobierno corporativo de Snowden Lane y coordinó sus funciones regulatorias y de finanzas corporativas, creando una infraestructura operativa que permitió a Snowden Lane escalar a una gestión patrimonial de marca nacional. firma.

Anteriormente, Cindy fue abogada de Deutsche Bank Private Wealth Management, donde asesoró sobre ofertas de inversión alternativas, iniciativas de clientes clave y programas de asesoría y corretaje de inversiones. Comenzó su carrera legal en Sullivan & Cromwell LLP.

Cindy fue nombrada una de las estrellas en ascenso del New York Law Journal en 2015 y es miembro de la junta de Volunteers of Legal Services. Se graduó de la Universidad de Pennsylvania con una licenciatura en Inglés y Ciencias Políticas, y fue una Chazen Society Felllow en Negocios Internacionales en Columbia Business School, donde obtuvo su MBA; un editor de artículos de Columbia Law Review; y recibió la Beca Milbank, Tweed en Derecho y Economía y la Beca Olin Junior en Derecho y Economía en la Facultad de Derecho de Columbia, donde completó su Doctorado en Jurisprudencia. Cindy tiene licencia para ejercer la abogacía en Nueva York y Nueva Jersey y posee licencias FINRA series 7, 66, 24, 79 y 4.

Charles Widger

Charles Widger, presidente ejecutivo de Brinker Capital, en representación de Brinker Capital, es asesor principal de Snowden Lane y miembro de la Junta Asesora.

Charles es el fundador de Brinker Capital y tiene más de 30 años de experiencia trabajando con inversionistas en planificación estratégica de inversiones y búsqueda y monitoreo de gerentes. Es ex presidente del consejo de administración de Gettysburg College y presidente emérito del Money Management Institute, la asociación de la industria de cuentas administradas de $ 2,1 billones de dólares. También es vicepresidente de la Junta de Consultores de la Facultad de Derecho de la Universidad de Villanova. Brinker Capital se encuentra en Berwyn, Pensilvania.

Press

Snowden Lane Partners is wealth management the way it should be. The industry’s most complete platform. True collaboration with people of your caliber. Most importantly, more freedom to do what’s right for your clients.

The Freedom to Do What You Do Best

Are you a good fit for Snowden Lane Partners? We are interested in meeting highly successful financial advisors who are excited about working as part of an entrepreneurial team to build a new kind of wealth advisory firm. If you share our values and our vision, we will provide what you need to achieve your personal benchmarks.

A Strong Culture

At Snowden Lane Partners, you will be a true advisor whose interests are aligned with those of your clients. Our leadership team started Snowden Lane to replicate the client-centric, values-based culture on which they built their careers. Trust and transparency, collaboration, and community involvement are more than words to us. They are the principles that guide our business.

The Opportunity to Make a Difference

Our financial advisors are owners of Snowden Lane Partners. We all have a stake in creating a legacy and a voice in how Snowden Lane is built. If you are interested in joining a select team of accomplished wealth advisors, contact us for more information.

Speak with us about joining our team →

Snowden Lane Partners

540 Madison Avenue
9th Floor
New York, NY 10022

(646) 218-9760

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