Snowden Capital Advisors is co-founded by Rob Mooney, managing partner and CEO, and John Morris, managing partner.
The firm aims to deliver independent, holistic advice customized for each client’s wealth, corporate and impact investment objectives, also providing its clients with a broad range of services and solutions to meet their investing needs.
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Morris remarked: "We launched Snowden as a new-model firm to help restore traditional partnership values and client focus in our industry. Clients and advisors are increasingly wary of the conflicts of interest inherent in the largest financial institutions."
He added that Snowden would offer client-focused, open-architecture solutions, coupled with a boutique approach that enables them to act quickly in the interest of their clients.
The strategic investors in Snowden include Lyle LaMothe and Greg Franks, both of whom serve on Snowden’s Advisory Board. While LaMothe is the former head of US Wealth Advisory for Merrill Lynch and Franks is a former division director of that firm.
Additionally, seed investors in Snowden include Bob Caruso and Pete Mooney, who additionally serve on the firm’s Advisory Board, and Cynthia Mullock, Snowden’s General Counsel.
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By GlobalDataMooney and Morris each had spent more than 20 years at Merrill Lynch working in Wealth Management. Mooney was general counsel and head of business risk management for Global Wealth Management and Morris had served as the chairman of the Latin America Region for the International Private Client Group.
Snowden is headquartered in New York City.
