Stephen is a Senior Partner and Managing Director at Snowden Lane Partners, where he provides advisory, brokerage, and investment management services to Snowden Lane’s wealth advisory clients. Stephen joined Snowden Lane in 2013 after 20 years at Merrill Lynch, where he specialized in meeting the unique needs of affluent individuals and families. Stephen’s responsibility on the team includes providing financial planning expertise. Stephen holds the Series 7, Series 31, Series 63 and Series 65 licenses. He also holds the CERTIFIED FINANCIAL PLANNER™ designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a graduate of Middlebury College with a BA in Economics and an MBA in Finance from Sacred Heart University in Fairfield, CT. He currently lives in Killingworth, CT with his three daughters: Kayla, Kylie and Jillian.

Sam is a Senior Partner and Managing Director at Snowden Lane Partners, where he provides advisory, brokerage, and investment management services to Snowden Lane’s wealth advisory clients. Sam joined Snowden Lane from Merrill Lynch, where he was a First Vice-President. Sam also held a similar position at Smith Barney from 1994 until 2007. Prior to entering the Financial Services industry, he worked in the New Haven area as an accountant, achieving the Certified Public Accountant designation. Sam has expertise in tax planning, business and retirement plan consulting as well as financial planning. Sam graduated from Gettysburg College in 1988 where he majored in both Business Administration and Classical Studies. He lives with his wife, Laura, in Cheshire, CT with their two children. Sam enjoys hiking, gardening, cooking and birdwatching.

Robert is a Private Wealth Advisor with Snowden Lane’s Sound Advisory Group. Robert’s training and experience in money management and financial planning enables him to provide clients with a highly specialized asset management program that directly aligns with their goals. Robert holds the Series 7 and Series 66 licenses. He also holds the CERTIFIED FINANCIAL PLANNER™ designation awarded by the Certified Financial Planner Board of Standards, Inc.

He received his bachelor’s degree from the University of New Hampshire where he captained the football team and majored in Business Administration. He lives in Cheshire, CT with his wife Kayleigh and daughter Stephanie.

Sue is a Senior Client Relationship Manager at Snowden Lane, where she provides clients with best in class customer service daily – making their investing experience one of a kind. Sue joined Snowden Lane in 2013, from Merrill Lynch, where she worked with the Guth-Fordyce team for 16 years, supporting clients and financial advisors. Prior to Merrill Lynch, Sue worked in private banking for over 10 years. Sue enjoys traveling and spending time with family and friends. Sue currently resides in Wallingford, Connecticut