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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.
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.
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.
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.
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.
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.
540 Madison Avenue, 9th Floor
New York
NY
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.
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.
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.
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.
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.
As of April 2025, Snowden Lane Partners' leadership includes:
Snowden Lane Partners has been backed by several prominent investors over the years, including:
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.
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 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
Baltimore Citybiz • May 28, 2024
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 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 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 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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