Snowden Lane Partners
An Independent Wealth Advisory Firm
We work with Snowden Lane on their earned media, social media, executive visibility & awards programs, and support advisors’ individual marketing efforts.
Ask
As one of the early breakaway wealth management firms, we’ve had the pleasure of working with Snowden Lane since 2014, and as a result, have had a front row seat to the fast-evolving and dynamic RIA industry. Our scope has changed over time, but at its core, we set out to establish a strategic and integrated communications program that showcases the firm’s professional pedigree, strong leadership experience and unique independent model.
Results
Snowden Lane has consistently cast a big media shadow, resulting in regular media coverage and industry recognition from Barron’s, Forbes, InvestmentNews, The Wall Street Journal and more. In addition to establishing the firm’s executives as key thought leaders and positioning the firm as a pioneer in the wealth management industry, we’ve also worked with dozens of their advisors to help tell their unique stories.
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Speaking Opportunities
Key Coverage
Snowden Lane CEO: How We Got to $9 Billion
CEO Rob Mooney sat down with Barron’s to recap their fast-growth and his plans to reach $20 billion
Lessons A Chairman Brought From His Brewery
Snowden’s Chairman talks about why owning a brewery and an RIA are surprisingly similar experiences
Snowden Lane’s CEO is out to win the war for wirehouse talent
CEO Rob Mooney spoke with InvestmentNews about the firm’s model for sustainable growth and $12 billion AUM milestone
The Healthy Advisor: Betrayal on the Dock and the Road to Financial Independence With Michelle Begina
A Snowden SME talks about her new book and advisors’ role in helping clients navigate emotional money management decisions