Phil is a Senior Partner and Managing Director at Snowden Lane. Phil started his career in 1996 as a Wealth Management Advisor. Throughout his career, Phil has partnered with business owners and company executives, providing his knowledge and strategic thinking to build and sustain their company’s financial success. He specializes in assisting business owners, corporate executives, and nonprofit governing boards by managing risk, consulting on concentrated stock positions, managing corporate cash and exploring financial planning in the case of a liquidity event.

As a section 3(21) ERISA Fiduciary Advisor, Phil provides seasoned advice suited to high-net-worth individuals and business clients with a specialization in working with and servicing Pensions, and Defined Contribution and Retirement plans. Phil keeps their plans competitive through monitoring investments, analyzing record keeping and administration and holding employee education sessions. Owners, executives, and plan participants benefit from Phil’s ability to provide comprehensive personal wealth management consistent with their corporate needs. Phil is very dedicated to providing the highest level of boutique style service you would expect from a smaller firm.

Mark is a Senior Partner and Managing Director at Snowden Lane. Mark started his career in 1998 as a Wealth Management Advisor. Mark has successfully guided high-net-worth families and corporations through two major recessions and numerous market downturns. Mark oversees the comprehensive financial planning process for each of his clients. Part of this complex process includes retirement goals, cash flow needs and projections, portfolio stress tests, education planning, tax optimization, and estate planning. To obtain the client's goals with the least amount of risk, Mark ensures the financial plan coincides with the investment recommendations. By partnering with clients’ tax and legal professionals, Mark presents a holistic approach to financial planning and wealth management by specifically defining the risk parameters of each client. Mark currently holds a designation as a Chartered Retirement Planning Counselor.

Eric is a Senior Partner and Managing Director and Portfolio Manager at Snowden Lane. Eric started his career in 1993 as a Wealth Management Advisor. Over his three decades as an advisor, Eric has experienced numerous market cycles and challenging financial environments. Eric has earned the qualifications required to build a proprietary portfolio, using all-index and equity investments, and has the ability to manage client accounts on a discretionary basis.

A disciple of technical analysis, Eric uses relative-strength modeling and chart theory to analyze risk-reward scenarios and take decisive action for client portfolios.

Dave is a Partner and Managing Director at Snowden Lane with over 25 years of experience as a financial advisor. He specializes in assisting high net worth individuals and corporate executives to achieve their financial objectives through execution of sophisticated transactions, including Rule 144, risk management strategies and construction of portfolios with an emphasis on wealth preservation. He has extensive experience working with corporate executives on their most complex financial needs, including private equity and tactical investing.

Dave has a degree in Materials and Logistics Management from Michigan State University and earned his MBA from Loyola University Baltimore. Before Snowden Lane, he worked at JPMorgan Securities and Alex Brown and Sons. Married 25 years, Dave and his wife reside in Phoenix, Md. Their daughter recently graduated from University of Maryland. Dave enjoys golf and building furniture out of reclaimed wood as a hobby.

Erin brings 13 years of diverse experience in the financial services industry to the team. Since joining our group from Ameriprise Financial, she works closely with clients and prospective clients. With a primary focus on customized insurance, estate and financial planning, Erin assists clients in protecting and achieving their family’s lifestyle, legacy and financial needs. By understanding clients’ immediate and long term goals, Erin helps clients in pursuing their goals over a lifetime. She holds Series 7 and 66 securities licenses and earned a B.A. in Communications from Salisbury University, MD. Erin enjoys traveling and going to the beach.

Spencer started his career in the financial services industry with Merrill Lynch where he obtained his Series 7 and 66 securities licenses. Handling client needs with attentive care, Spencer is responsible for assisting clients with operational and servicing needs. Spencer is originally from Charlotte, NC and holds a B.A. in Economics from the University of South Carolina. In his free time, Spencer enjoys running, reading, and trying new restaurants in Baltimore.