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 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.
Managing Partner, Chief Executive Officer
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.
Managing Partner, President, Chief Operating Officer
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.
Senior Partner, Managing Director, Head of 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.
Alison and her team are responsible for the company’s operating platform roadmap, as well as supporting current systems and tools. 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.
MANAGING DIRECTOR, GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER
Richard is General Counsel and Chief Compliance Officer (CCO) of Snowden Lane. He has more than 15 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
Managing Director, Investment Solutions
Joseph Raieta, CFA joined Snowden Lane in 2015 as Managing Director of Investment Solutions and 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 $5.5 billion, multi-product, alternative investments platform. Prior to that role, Joseph held investment team and capital raising roles at Icon Capital, BlackRock and AIG.
Managing Director, Chief Financial Officer
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.
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.