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"At Snowden Lane, we value loyalty, partnership, integrity and the opportunity to make a difference."

Snowden Lane is a lane in Princeton, N.J., connecting the homes of our co-founders. For our clients, Snowden Lane is the pathway to achieving financial independence and their financial objectives. For our advisors, Snowden Lane enables them to understand and meet their clients’ unique needs.

The story of Snowden Lane Partners is a story of commitment to clients, advisors and core values. Created by former Wall Street executives, Snowden Lane focuses exclusively on wealth advisory, and alleviates the conflicts of interest inherent at large financial institutions. We don’t have competing businesses in our firm. And we avoid conflicts of interest with our clients and our advisors.

As independent wealth advisors, we offer our clients access to a comprehensive range of independent investment and advisory solutions. Our advisors search out, evaluate and recommend the best possible investment solutions for our clients. As fiduciaries, we act in our clients’ best interests.

We built a firm that values loyalty, partnership, uncompromising standards and social responsibility. Our advisors, who built outstanding careers at the world’s largest investment firms, joined Snowden Lane because they wanted to be part of a culture that puts the client first, values teamwork and collaboration, and aligns their interests with those of their clients.

At Snowden Lane, we value loyalty, partnership, integrity and the opportunity to make a difference. These values drive our leadership, strengthen our relationships, define our culture and motivate our team to exhibit best practices every day.

We are building a culture around our core values. We are committed to applying these values to all we do — from our day-to-day actions in client service to strategic decisions we make as a group:


Clients’ interests first, always.


Our success is a reflection of partnering with each other, our clients, advisors and other stakeholders.

Uncompromising Standards

Delivering advice with the highest level of integrity.

Social Responsibility

Along with our clients, we embrace opportunities to make a positive impact on our world.

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


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.

Rob Mooney

Managing Partner, CEO

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.

Greg Franks

Managing Partner, President, COO

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.

Alison Murray Burkett

Senior Partner, 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.

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.

Richard West

Partner, General Counsel & CCO

Richard is General Counsel and Chief Compliance Officer (CCO) of Snowden Lane. He has more than 20 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

Partner, Managing Director, Head of Investment Solutions

Joseph joined Snowden Lane Partners in 2015. He has over 17 years of industry experience spanning capital markets, investment due diligence, product sourcing & management, credit analysis, and retail, wholesale & institutional investment sales. As Head of Investment Solutions, he 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 multi-product, alternative investments platform servicing the independent advisor channel. Prior to that role, Joseph originated private debt investments in companies from the energy, manufacturing, transportation, and technology industries. Earlier in his career, he held analyst and capital raising roles at BlackRock and AIG.

Matt Seeman

Managing Director, CFO

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.

Richard Ganter

Managing Director, Southeast Region/International

Richard Ganter is Managing Director of the Southeast for Snowden Lane located in our Coral Gables Florida office. Richard has direct oversight of the daily operations and growth strategies for the Southeast region and is a member of the senior leadership team.

Richard brings over 30 years of broad financial services experience. He joined Snowden Lane from Wells Fargo Advisors where he oversaw the wealth business line advisors within the Southeast Florida Region. Prior senior leadership roles include Regional Manager of BBVA Wealth, Regional Director at Deutsche Bank and Senior Vice President of US Trust Company of Florida. Early in his career he spent 11 years with Charles Schwab in multiple roles as Regional Branch Manager, East Region Head of Fixed Income and Vice President of Institutional Sales.

Richard and his wife Marinella reside in Miami Florida with their two daughters, Samantha, Cassandra and her husband Huston Lorenzo. The entire family have been actively involved and supporters of several charitable organizations such as Mike Schmidt’s Winners Circle for Cystic Fibrosis, New Hope Charities of Belle Glade Florida and The Battier Take Charge Foundation.

Aaron Stone

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.

Snowden Lane Partners benefits from the counsel and support of a distinguished group of leaders from wealth advisory and other industries.

Subha V. Barry

Subha V. Barry is President of Working Mother Media where she oversees Working Mother magazine, workingmother.com, Diversity Best Practices, the National Association for Female Executives (NAFE) and Culture@Work.

Subha was SVP and Chief Diversity Officer at Freddie Mac, where she served on the firm’s management committee and led their Foundation. During her 20+ years at Merrill Lynch, Subha was an MD and Global Head of D&I. She also created a highly successful Multicultural Business Development Group to focus their Wealth Management business on diverse and multicultural communities. She began her career at the firm as a Financial Advisor.

A former adjunct professor at Columbia University’s School of International and Public Affairs, Subha now serves on a number of boards aligned with her passions – education, cancer research and the advancement of women and girls.

Subha serves on the board of Rutgers University, where she co-chaired fund-raising for the Gloria Steinem Chair for Media, Culture and Feminist Studies and currently chairs the board of IWL – Institute for Women’s Leadership. She is Co-Chair of the Advisory Board of Rice360, an internationally recognized Global Health Technologies Program focused on eliminating neonatal mortality rate disparities in Sub-Saharan Africa and a board member of Rice University’s Jones Graduate School of Business.

Subha serves on the Rutgers Cancer Institute’s Director’s Advisory Council, where she is the immediate past Chairperson. She is also on the advisory boards of Snowden Lane Partners, an independent wealth advisory firm and Whiterabbitai, an artificial intelligence MedTech company.

She served as Vice-Chair of the Penn Health at Princeton Hospital’s board of directors where she chaired the Human Resources Committee and served on the Compensation and Benefits Committee

A native of India, Subha holds a BA from Bombay University and an MBA and MS in Accounting from Rice University. She has two grown children, Tara and Jay, and lives in New Hope, PA with her husband (of 33 years), Jim Barry and a duo of Yorkies – Sophie and Lucy.

Robert C. Doll

Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO),
bringing his 41 years of industry experience to guide the investment
process and serve as portfolio manager for multiple Crossmark largecap
strategies. He also utilizes his investment expertise to provide
weekly and quarterly investment commentaries, as well as annual
market predictions. Bob is a regular guest and contributor to multiple
media outlets such as CNBC, Bloomberg TV, Moneywise, and Fox
Business News. Prior to arriving at Crossmark, he held the roles of
Senior Portfolio Manager and Chief Equity Strategist at Nuveen and
Blackrock, President and Chief Investment Officer at Merrill Lynch
Investment Managers, and Chief Investment Officer at Oppenheimer
Funds, Inc.

Bob graduated from Lehigh University with a B.S. in Accounting and
a B.A. in Economics. He later went on to earn an M.B.A. from the
Wharton School of the University of Pennsylvania. He is a Certified
Public Accountant (CPA) and holds the Chartered Financial Analyst
(CFA®) designation, as well as the FINRA Series 7 and 63 securities

Bob dedicates his time as choir director at his local church and also
serves on a number of boards including the Alliance of Confessing
Evangelicals, Word of Life Fellowship, New Canaan Society, Kingdom
Advisors, National Christian Foundation, Gordon Conwell Theological
Seminary, The Lausanne Movement, Movement.org, Cairn University,
and the Princeton Healthcare System.

Bob and his wife Leslie currently reside in Princeton, New Jersey and
have three children.

Charles Widger

Charles Widger, Executive Chairman, Brinker Capital, representing Brinker Capital, is a Senior Advisor to Snowden Lane and a member of the Advisory Board.

Charles is the founder of Brinker Capital and has over 30 years of experience working with investors in strategic investment planning, and manager search and monitoring. He is a former Chairman of the board of trustees for Gettysburg College and is Chair-Emeritus of the Money Management Institute, the $2.1 trillion dollar managed account industry’s association. He is also the Vice-Chair of the Villanova University School of Law Board of Consultors. Brinker Capital is located in Berwyn, Pennsylvania.

Cynthia Mullock

Cindy leads Corporate Development and serves as General Counsel & CCO of Artivest, a fast-growing, tech-driven alternatives platform backed by KKR, the founders of PayPal, and leaders of the fintech community. Cindy was a Founding Partner, General Counsel & CCO of Snowden Lane Partners from inception to 2015.

At Artivest, Cindy oversees Corporate Development, including recruiting, human resources, corporate governance, legal and compliance, and serves as General Counsel & CCO. As a Founding Partner, General Counsel & CCO of Snowden Lane Partners, Cindy developed and advised on Snowden Lane’s corporate governance structure and coordinated its corporate finance and regulatory functions, creating an operational infrastructure that empowered Snowden Lane to scale to a nationally-branded wealth management firm.

Previously, Cindy was Counsel for Deutsche Bank Private Wealth Management, where she advised on alternative investment offerings, key client initiatives and investment advisory & brokerage programs. She started her legal career at Sullivan & Cromwell LLP.

Cindy was named one of New York Law Journal’s Rising Stars for 2015 and serves on the board of Volunteers of Legal Services. She graduated from the University of Pennsylvania with a BA in English and Political Science, and was a Chazen Society Felllow in International Business at Columbia Business School, where she earned her MBA; an Articles Editor of the Columbia Law Review; and a recipient of the Milbank, Tweed Fellowship in Law & Economics and the Olin Junior Fellowship in Law & Economics at Columbia Law School, where she completed her JD. Cindy is licensed to practice law in New York and New Jersey and holds FINRA series 7, 66, 24, 79 and 4 licenses.

Reynold W. (Pete) Mooney

After a thirty-five year career, Pete recently retired as a Senior Partner at Deloitte where he was responsible for developing several of the firms most significant global client relationships, as well as serving in a number of cross functional leadership roles in the Americas and Europe, including leading a $ 2.5 billion revenue global life sciences & healthcare practice for a number of years. A strategy consultant by background with a strong client service orientation, his responsibilities grew increasingly to encompass all firm services including business and technology consulting, tax, risk and advisory, cyber, digital, and audit (except attest services).
In addition to his role with Snowden Lane Partners, Pete currently serves as the Board Chair for Project HOPE, a highly regarded global health care NGO delivering life saving programs and disaster relief in over 20 countries around the world. He established and serves as the Vice Chair of HOPEs Swiss International Foundation based in Geneva. He is a strategic advisor to THINKmd, a health care technology company bringing AI based diagnostic capability to maternal and child health care in underserved countries, and as a strategic advisor to the National Math + Science Initiative, an organization with the mission to advance STEM education in America. Pete also serves on the Board of Trustees of Washington & Jefferson College, one of the nation’s oldest liberal-arts institutions founded in 1781, where he chairs the Academic Affairs Committee.

Bob Caruso

Bob is the Founder and Chairman of *Impact Republic, investment and brand management firm focused on building innovative brands of influence that create social impact.

Prior to founding *Impact Republic, Bob was a Managing Partner and President of Select Equity Group, Inc., an employee-owned registered investment adviser managing in excess of $10 billion in client funds. Prior to that, Bob was a Managing Partner, Chief Operating Officer and a member of the Board of Directors of Highbridge Capital Management (“Highbridge”) and co-managed the sale of Highbridge to J.P. Morgan Chase & Co. in late 2004. Prior to Highbridge, Bob was a Managing Director, Chief Financial Officer, and Treasurer of Robertson Stephens, a San Francisco based global investment bank. Bob is on the Board of Trustees of Saint Joseph’s University, the Princeton Healthcare System and the McCarter Theater Center. Bob is also the Founder and Chairman of The Kantian Foundation, a private non-profit foundation focusing on impact investing.


Snowden Lane Partners is wealth management the way it should be. The industry’s most complete platform. True collaboration with people of your caliber. Most importantly, more freedom to do what’s right for your clients.

The Freedom to Do What You Do Best

Are you a good fit for Snowden Lane Partners? We are interested in meeting highly successful financial advisors who are excited about working as part of an entrepreneurial team to build a new kind of wealth advisory firm. If you share our values and our vision, we will provide what you need to achieve your personal benchmarks.

A Strong Culture

At Snowden Lane Partners, you will be a true advisor whose interests are aligned with those of your clients. Our leadership team started Snowden Lane to replicate the client-centric, values-based culture on which they built their careers. Trust and transparency, collaboration, and community involvement are more than words to us. They are the principles that guide our business.

The Opportunity to Make a Difference

Our financial advisors are owners of Snowden Lane Partners. We all have a stake in creating a legacy and a voice in how Snowden Lane is built. If you are interested in joining a select team of accomplished wealth advisors, contact us for more information.

Snowden Lane Partners

540 Madison Avenue
9th Floor
New York, NY 10022

(646) 218-9760