Snowden Lane Partners

Office address: 540 Madison Ave, 9th Floor, New York, NY 10022
Website: snowdenlane.com
Year established: 2011
Company type: financial services
Employees: 140+
Expertise: investment advisory, wealth management, financial planning, retirement planning, estate planning, portfolio management, cash management, insurance and annuities, family office services, philanthropy and impact investing
Parent company: SCP Intermediate Holdings LLC
Key people: Rob Mooney (CEO), Lyle LaMothe (chair), Greg Franks (COO), Alison Burkett and Joseph Raieta (EVPs), Richard West (general counsel), Matt Seeman (CFO)
Financing status: private equity-backed

Snowden Lane Partners (SLP) is a New York-based independent wealth advisory firm. The company operates as an RIA and broker-dealer with offices across 10 states. Its advisors work under a W-2 employee model and offer financial planning, estate planning, and investment services.

History of Snowden Lane Partners

Snowden Lane launched in 2011 after co-founder Rob Mooney left a 22-year career at Merrill Lynch. Mooney served as general counsel and chief business risk officer at the wirehouse before the Bank of America merger.

Years of fighting through Wall Street scandals pushed him to build an independent advisory firm instead. The firm was named after Mooney's boyhood street in Princeton and designed it so advisors wouldn't have to sell proprietary products.

Building Snowden Lane Partners' team

Snowden Lane didn't take long to bring on senior leaders from the wirehouse world. Lyle LaMothe, the former head of US wealth management at Merrill, joined as chair.

Greg Franks, a 28-year Merrill veteran and former division director, also came on as president and COO. In 2013, private equity firm Estancia Capital Partners also stepped in to back the company's national expansion.

Growing coast to coast

Snowden Lane Partners grew steadily as it recruited advisor teams from firms like Morgan Stanley, UBS, and Wells Fargo. By 2017, SLP managed more than $3 billion in client assets across nine US cities. That figure reached just under $9 billion by 2021, with about 35 percent of business from international clients.

A bigger stake in the future

In early 2025, Snowden Lane Partners bought back a large equity stake from long-time PE backer Estancia Capital Partners. Advisors and employees now own about two-thirds of the firm, with Estancia keeping a smaller share.

Snowden Lane Partners also added wirehouse veteran Rob Russak and recruiting leader Dana Crane at its New York headquarters. In 2026, the firm partnered with MSCI to add portfolio management and tax tools to its advisory platform.

Snowden Lane Partners products and services

Snowden Lane Partners offers its services through an open-architecture platform with no proprietary product requirements:

Investment and asset management

• investment advisory: fee-based discretionary and non-discretionary advice
• portfolio management: in-house or through third-party managers
• cash management: liquidity and cash positioning tools
• lending solutions: credit and borrowing options for clients
• insurance and annuities: risk protection and income products
• private banking: banking access for high-net-worth accounts

Financial and retirement planning

• financial planning: full review of a client's finances
• retirement planning: long-term income and savings strategies
• liability management: tools to manage debt and obligations
• education plans: savings programs for college funding

Estate and legacy services

• trusts and estates: generational wealth transfer and planning
• philanthropy and impact investing: socially responsible investment options
• family office services: coordinated support for wealthy families
• professional services referrals: connections to legal and tax experts

Advisory services are provided through Snowden Capital Advisors LLC (SCA), the firm's SEC-registered investment advisor. Brokerage transactions go through Snowden Advisory Services LLC (SAS), its affiliated broker-dealer.

Culture and corporate values

Snowden Lane Partners describes partnership as the foundation of how it works across advisors, clients, and leadership. The firm says it operates around four values that shape its approach to wealth management:

1. partnership
2. knowledge
3. global reach
4. uncompromising standards

Snowden Lane Partners also highlights these benefits for advisors who join:

• equity ownership: advisors hold a stake in Snowden Lane Partners
• no proprietary product pressure: advisors choose solutions independently
• open-architecture platform: access to a broad range of advisory solutions
• custodian access: assets held through Pershing, Schwab, and others
• international capabilities: support for serving clients outside the US
• independent advisory: freedom to build strategies for each client

Snowden Lane Partners lists philanthropy and socially responsible investing among its client services under legacy planning. The company says it aims to help clients pursue impact investing and generational giving as part of its advisory work.

About CEO Rob Mooney and key people

Rob Mooney is Snowden Lane Partners' managing partner and CEO. He also chairs Centurion, the oldest US wrongful conviction nonprofit. Mooney spent 22 years at Merrill Lynch as general counsel and chief business risk officer. Mooney holds a JD from George Washington University.

Snowden Lane Partners' leadership team also includes:

• Lyle LaMothe as the chair
• Greg Franks as the president and COO
• Alison Burkett as the EVP and head of enterprise development
• Joseph Raieta as the EVP and head of investments
• Richard West as the general counsel and CCO
• Matt Seeman as the CFO

The leadership team holds monthly partners' calls and regular business meetings to support advisor teams across the firm. SLP also handles compliance, technology, and marketing so advisors can stay focused on clients.

The future at Snowden Lane Partners

In 2025, Snowden Lane partnered with Pontera, a fintech for managing held-away retirement accounts. The deal gives advisors tools to oversee clients' 401(k)s and employer-sponsored plans that were previously out of reach. This lets the firm manage more of each client's total wealth under one advisory relationship.

Snowden Lane Partners also added another tool to its platform in March 2026 with MSCI Wealth Manager for portfolio management. The platform helps advisors analyze public and private assets, optimize for taxes, and flag portfolio risks. Both additions point to a firm investing in technology as it grows its national advisor footprint.

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