Snowden Lane Partners Builds On 2022 Momentum, Adds New Advisor Team

June 2022

Led by Thomas Conway, The Conway Group Is the Third Team to Join the Firm In Recent Weeks

NEW YORK–(BUSINESS WIRE) — Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that former Fieldpoint Private Managing Director and Senior Advisor, Thomas Conway, has joined the firm to lead the latest wealth management team to join the fast-growing RIA.

Based in Snowden Lane’s New York City headquarters, The Conway Group is the third team to join the firm in recent weeks. A top-ranked financial advisor for over 30 years, Conway specializes in working with ultra-high-net-worth families and entrepreneurs, focusing on multi-generational wealth planning, gifting, philanthropy, investments, banking and credit, and business strategies.

He joins Snowden Lane as a Senior Partner and Managing Director alongside Daysi Leiva, who will serve as a Senior Registered Client Relationship Manager with The Conway Group. “We are excited to welcome Tom and Daysi to Snowden Lane, as both have earned tremendous reputations in our industry,” said Lyle LaMothe, Chairman of Snowden Lane Partners. “Given the dedication Tom has shown to his clients for over 30 years and his extensive experience in the ultra-high-net-worth space, we have no doubt The Conway Group will have an immediate impact at our firm.”

“Snowden Lane’s reputation made it the compelling option as I pursued the next chapter of my career, and I’m delighted to be joining the team,” said Thomas Conway. “The firm has built a strong foundation grounded by a values-driven, boutique culture, that resonates strongly within the RIA space. I’m confident that Snowden Lane’s well-established platform will allow me to make a seamless transition and continue offering my clients industry-leading service that will ultimately help them achieve their goals.”

Prior to Snowden Lane, Conway served as a Managing Director and Senior Advisor at Fieldpoint Private from 2012-2022, and before that had a 23-year career that began with Shearson Lehman Brothers and extended through its successor firm, Morgan Stanley Smith Barney. Leiva began her 14-year financial services career in 2005 as a client service associate with what is now Morgan Stanley Wealth Management. She joined Fieldpoint Private as an Associate in 2012.

“We have great admiration and respect for Fieldpoint, and were thrilled with Tom and Daysi’s interest as they searched for a new opportunity,” said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners. “In such a competitive and crowded landscape, it’s gratifying that they selected Snowden Lane, and we’re looking forward to the many contributions they’ll undoubtedly make to our culture and team.”

Added Greg Franks, Snowden Lane’s Managing Partner, President & COO, “We’ve strived to establish a boutique environment that prioritizes our clients’ best interests.
The interest we continue to receive from the advisor community, in challenging markets, has been nothing short of humbling. The independent RIA industry continues to
rapidly grow, and it’s rewarding to see Snowden Lane’s value proposition appeal to experienced, quality advisors.”

Since its founding in 2011, Snowden Lane has rapidly built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan,
Raymond James, and Wells Fargo, among others. The firm has 124 total employees, 70 of whom are financial advisors, across 12 offices around the country: Pasadena and San Diego, CA; New Haven, CT; Coral Gables, FL; Chicago, IL; Pittsburgh, PA; Baltimore, Salisbury and Bethesda, MD; San Antonio, TX; Buffalo, NY, as well as its New York City headquarters.

The Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing it as one of the top independent RIA firms in the U.S. The firm also made the Barron’s 2021 and 2020 Top 100 RIA Firms ranking, and a number of the firm’s advisors have been recognized as FT 401 Top Retirement advisors, as well as by Forbes/Shook as Forbes Best-In-State Wealth advisors.

About Snowden Lane Partners

Snowden Lane is a nationally branded, open-architecture, hybrid registered investment advisor and broker-dealer that provides wealth advisory services to high net-worth individuals, families, and institutional clients.

Snowden Lane is led by an experienced team of industry executives, including Lyle LaMothe, Chairman of the Board of Managers, Rob Mooney, Managing Partner & CEO, and Greg Franks, Managing Partner, President & COO, who are dedicated to building a client-focused, nationally branded, boutique wealth advisory partnership.

Snowden Lane is headquartered in New York City and operates an SEC registered investment adviser and a broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. It further provides full operational, finance, compliance, human resources, and financial advisor transition support to its financial advisors.

For more information about Snowden Lane, please visit www.snowdenlane.com.

Contacts
Kevin Santo
Water & Wall
516-506-8560
kevin@waterandwall.com