Mike is a Senior Partner, Managing Director at Snowden Lane Partners. He is a seasoned Financial Advisor and Global Wealth Manager working with families as well as corporations to develop needs based solutions with a disciplined approach.

Mike has over 30 years of global wealth management experience , 12 years with Wells Fargo Advisors and 18 years with JP Morgan Chase. Mike works with both international and domestic clients giving him a wide range of experience in multiple global markets.

He has consistently demonstrated throughout  his career his commitment to excellence by consistently achieving premier advisory status and recognitions. He is founding member of an elite team, “540 Madison Wealth Advisors”, that is composed of highly skilled and globally experienced financial professionals that are complimented by a support staff that is unparalleled in the industry. The entire team brings over 150 years of industry experience. This experience leads to an advisory approach that encompasses all aspects of our clients financial goals. Mike graduated with a degree in international business . He was a student athlete throughout his  academic life and continues to be active in all type of sports and outdoor activities. Mike and his wife Alba live in Manhattan and have two children. They both enjoy spending time with their entire families that extends 5 living generation.

Jacobson is a Senior Partner, Managing Director at Snowden Lane Partners, where he provides individualized investment solutions to his clients. He joined Snowden Lane with 18 years of industry experience at Wells Fargo Advisors and JPMorgan private client services. He excels in achieving his client’s financial goals through the development of tailored investment strategies. He is a founding member of  “540 Madison Wealth Advisors”, an elite team with over 150 years of expertise in our financial markets. Jacobson works with domestic and international clients. He is fluent in Spanish, French and Haitian Creole. Jacobson is fully licensed, a graduate of the University at Stony Brook where he studied Political Science and Public Policy. He currently resides in New Jersey. He is a firm believer in family first and recently became a first time dad. As a member of La Unidad Latina Foundation, he is part of an organization providing mentorship and scholarships nationally to underserved students and internationally is a volunteer of his time and talents supporting the Waves of Health organization with medical missions in Haiti and the Dominican Republic.

Wilton is a Senior Partner, Managing Director at Snowden Lane Partners. He has been in the financial services industry since 2005. Prior to joining Snowden Lane, he was a Financial Advisor at Wells Fargo Advisors, an International Private Client Advisor at JP Morgan and a Private Wealth Manager at Maxim Group LLC. Wilton is dedicated to helping families, domestic and abroad, meet their financial needs by developing bespoke investment plans around long-term goals and risk tolerance - delivered with the highest level of personal service and professional integrity.

Wilton is a founding member of “540 Madison Wealth Advisors.”  The team specializes in domestic and international markets and has over 150 years of diverse experience. This enables the team to provide clients customized solutions to meet a variety of financial needs.

Wilton earned a bachelor’s degree in International Business/World Trade and Spanish from the University at Buffalo. He and his wife, Maribel, live in New York City with their two young boys. In his spare time, he enjoys basketball, cycling, swimming and snowboarding.

Alfredo is a Senior Partner, Managing Director at Snowden Lane Partners, where he provides investment solutions  to his clients. He joined Snowden Lane after 5 years at Wells Fargo Advisors  where he was part of the International Private Client Service group. Prior to that, he worked 10 years at Amerant Investments (formerly Mercantil Commercebank Investment Services). Alfredo thrives on achieving his clients' financial goals through the development of investment strategies.

The team he co-founded, “540 Madison Wealth Advisors”,  specializes in Domestic and International markets. All team members have a proven track record of success and they are passionate about client satisfaction.

Alfredo holds a BA in Economics from East Stroudsburg University  and a Juris Doctor from Concord Law. He has been honored  to be named “Next generation Wealth Advisors and Best in State “ by Forbes magazine. He lives in Bethlehem, PA, along with his wife Jennifer and two children. During his spare time, Alfredo participates as  a board member at East Stroudsburg University Foundation and he is an avid golf enthusiast.

Fabian Munoz is a Senior Relationship Manager with more than 12 years of banking and wealth management experience. Fabian is experienced in all facets of client  services as well as supporting his Advisory team. He is bilingual and experienced in both the domestic and international markets. He holds a degree in business administration. Prior to Snowden Lane Partners, Fabian worked at JPMorgan Chase, Citibank, and most recently Wells Fargo Advisors.

Fabian's passion for the financial industry, his attention to detail, empathy, and professionalism allow him to build long-term relationships with his team and clients. During his spare time, Fabian enjoys his family along with his rescue dog Brooklyn. He enjoys cycling and supporting his local soccer team NYCFC. He also coordinates coat and food drives for his local Bronx community.

Carolina Yepez is a Senior Client Relationship Manager at Snowden Lane Partners. She is dedicated to all her clients and provides excellent operational and administrative duties to assure a seamless client  experience. With over 30 years of financial and account management experience, 18 years at JPMorgan Chase and 12 years at Wells Fargo Advisors, she excels in providing excellent customer service and support  as well as supporting the  financial advisors on her team. Carolina is fully licensed and versed in all trading and advisory functions.  She attended Hunter Community College and studied Business Administration. Carolina volunteers with NJ Cares, a non for profit organization to collect food and coats for the less fortunate. With the help of her family in Dominican Republic she sends clothes, food and personal items to be distributed to people in her hometown of Santo Domingo. Carolina and her husband live in New Jersey with  their 3 beautiful daughters. In her spare time, she enjoys going to the beach, trying new cooking recipes, and going for long walks with the newest addition to the family, Stilez - their 5 year old Shih Tzu.