What Does Snowden Lane Partners Do?

Total employees215
HeadquartersNew York
Founded2011

Snowden Lane Partners is an independent wealth advisory firm dedicated to providing a comprehensive range of wealth management services to high-net-worth individuals, families, and institutions. Founded on the principles of integrity, transparency, and client advocacy, the firm offers personalized financial planning, investment management, and advisory solutions. Snowden Lane empowers its advisor teams with an open-architecture platform, advanced technology, and robust support, fostering an environment where they can deliver exceptional service and tailored strategies to meet diverse client needs. The firm has grown significantly, establishing a national presence with multiple offices across the United States.

Where Is Snowden Lane Partners's Headquarters?

Snowden Lane Partners officeSnowden Lane Partners officeSnowden Lane Partners officeSnowden Lane Partners office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the central hub for strategic leadership, corporate operations, compliance, technology, and marketing, supporting the firm's national network of financial advisors and client service operations.

Notable Features:

Modern office facilities located in a prestigious Madison Avenue address, designed to facilitate collaboration and provide a professional environment for client meetings and corporate functions.

Work Culture:

The headquarters fosters a dynamic, entrepreneurial, and client-centric work culture. It emphasizes teamwork, innovation in wealth management, and a commitment to ethical practices and advisor support.

HQ Significance:

The New York City headquarters is strategically important, placing the firm at the center of the U.S. financial industry, enabling access to talent, resources, and key industry partnerships. It symbolizes the firm's stability and commitment to excellence.

Values Reflected in HQ: The headquarters' location and design reflect values of professionalism, excellence, and a strong presence in the financial services industry.

Location:

Snowden Lane Partners primarily operates across the United States with a robust network of offices in key financial centers and wealth markets. While its physical branches are U.S.-based, the firm is equipped to serve international clients, particularly those seeking U.S.-domiciled investment and wealth management solutions. Their advisors often have experience with cross-border complexities, offering global investment perspectives and strategies through an open-architecture platform.

Street Address:

540 Madison Avenue, 9th Floor

City:

New York

State/Province:

NY

Country:

USA

Where Else Does Snowden Lane Partners Operate Around the World?

Pasadena, CA/USA

Address: 225 South Lake Avenue, Suite 920, Pasadena, CA 91101

Strategic location to tap into the significant wealth concentration in the Greater Los Angeles area and offer localized, high-touch service.

Chicago, IL/USA

Address: 150 North Wacker Drive, Suite 2050, Chicago, IL 60606

Key financial hub in the Midwest, allowing Snowden Lane Partners to expand its footprint and serve a diverse client base in the region.

Coral Gables, FL/USA

Address: 2020 Salzedo Street, Suite 300, Coral Gables, FL 33134

Caters to the growing affluent population in South Florida and serves as a gateway for Latin American clients seeking U.S.-based wealth management.

Bethesda, MD/USA

Address: 7500 Old Georgetown Road, Suite 1225, Bethesda, MD 20814

Strategically positioned to serve affluent individuals and families in the capital region, including government professionals and business leaders.

Buying Intent Signals for Snowden Lane Partners

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Snowden Lane Partners? Meet the Executive Team

As of April 2025, Snowden Lane Partners' leadership includes:

Rob Mooney - Managing Partner & CEO
Greg Franks - President & COO
Lyle LaMothe - Chairman
John H. 'Chip' Wilson, III - Senior Partner, Managing Director
Jesse Wright - Senior Partner, Managing Director
Kristen Curtis - Chief Financial Officer
Joe A. Verneuille - Chief Administrative Officer
Clelland Green - Chief Technology Officer

Who's Investing in Snowden Lane Partners?

Snowden Lane Partners has been backed by several prominent investors over the years, including:

Estancia Capital Partners
PCP Managers
Advisor and Employee Ownership

What Leadership Changes Has Snowden Lane Partners Seen Recently?

Hire3
Exits1

Over the past year, Snowden Lane Partners has strengthened its executive leadership with key appointments in finance, administration, and technology, reflecting its commitment to growth and operational excellence. This includes a new Chief Financial Officer, Chief Administrative Officer, and Chief Technology Officer.

Departures

Alvirtual 'Al' P. Caceres, Al P. Caceres concluded his tenure as Chief Financial Officer, succeeded by Kristen Curtis.

New Appointments:

Kristen Curtis, Kristen Curtis appointed as new Chief Financial Officer, bringing extensive financial leadership experience to Snowden Lane Partners.
Joe A. Verneuille, Joe A. Verneuille joined Snowden Lane Partners as Chief Administrative Officer to oversee administrative functions and support firm-wide operations.
Clelland Green, Clelland Green was appointed as Chief Technology Officer to lead technology strategy and innovation for the firm.

What Technology (Tech Stack) Is Used bySnowden Lane Partners?

Discover the tools Snowden Lane Partners uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Snowden Lane Partners Email Formats and Examples

Snowden Lane Partners primarily utilizes a consistent email format for its employees, typically combining the first initial of the employee's first name with their full last name.

[first_initial][last]@snowdenlane.com

Format

jdoe@snowdenlane.com

Example

90%

Success rate

What's the Latest News About Snowden Lane Partners?

Baltimore Citybiz • May 28, 2024

Snowden Lane Partners Welcomes The Summa Group to its Baltimore, MD Office

Snowden Lane Partners announced that The Summa Group has joined its Baltimore, MD office. The team, led by W. Lorn Davis, Mark S. Albers, and David R. Leavy, collectively oversees $240 million in client assets and joins from Ameriprise Financial....more

AdvisorHub • November 2, 2023

Snowden Lane Partners Adds $220 Million Ex-Morgan Stanley Team in New York

Snowden Lane Partners recruited a Morgan Stanley team managing $220 million in client assets in New York City. The team includes advisors Tom Hakala, Michael Mahoney and Norm Chetlin, who previously generated $2.2 million in annual revenue....more

PR Newswire • October 24, 2023

Snowden Lane Partners Appoints Kristen Curtis as Chief Financial Officer

Snowden Lane Partners announced the appointment of Kristen Curtis as its new Chief Financial Officer. Curtis brings over 20 years of experience in financial services and will oversee the firm's financial strategy and operations....more

PR Newswire • August 23, 2023

Snowden Lane Partners Names Joe A. Verneuille Chief Administrative Officer

Snowden Lane Partners has appointed Joe A. Verneuille as its new Chief Administrative Officer. Verneuille will be responsible for enhancing administrative functions and supporting the firm's continued growth....more

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