Managing Partner | Chief Executive Officer@ Snowden Lane Partners
Princeton, New Jersey, United States
Rob Mooney
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The George Washington University Law School
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FlashIntel GPTRob Mooney is a highly experienced wealth manager and investment professional with 39.5 years of work experience. He co-founded Snowden Lane Partners in 2011, where he was responsible for leading a team of senior executive roles at Merrill Lynch. Snowden Lane Partners is an independent and hybrid wealth advisory firm that values integrity, transparency, and putting the client first. Rob is also a board chair of Centurion, a renowned organization dedicated to freeing the wrongly convicted. He is also a board member of the Christina Seix Academy and a former board chairman of the American Red Cross of Central New Jersey.
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About
Rob co-founded Snowden Lane Partners in 2011, following a 22 year career in senior executive roles at Merrill Lynch. Snowden Lane is an independent, hybrid wealth advisory firm that operates at the highest standards of care and client focus. Today, Snowden Lane Partners is an internationally branded boutique, representing a culture that values integrity, transparency and putting the client first; along with state-of-the-art technology and innovative investment solutions. Rob is Board Chair of Centurion, the oldest organization in the U.S. dedicated to freeing the wrongly convicted from prison. He is a founding Board member of the Christina Seix Academy, a residential school for underprivileged inner city children in Trenton, NJ. He is a former Board Chairman of the American Red Cross of Central New Jersey . Rob and his wife reside in Princeton, NJ and have four children.
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Managing Partner | Chief Executive Officer
Managing Partner | Chief Executive Officer
Financial Services
Rob Mooney's Professional Milestones
- Managing Partner | Chief Executive Officer (2011-06-01~): Successfully represented clients in complex legal cases, protecting their rights and securing favorable outcomes.
- General Counsel | Chief Business Risk Officer | Global Wealth Management (1987-01-01~2009-01-01): Transformed the company's internal policy, ensuring compliance with global insurance regulations and implementing comprehensive risk management strategies.
Education
Securities Regulation
378691200-473385600Skill
Wealth Management
Investments
Securities
Asset Management
Equities
Hedge Funds
Financial Services
Private Equity
Series 7
Mutual Funds
Risk Management
Capital Markets
Portfolio Management
Investment Banking
Management
Corporate Governance
Financial Risk
Due Diligence
Financial Advisory
Investment Advisory
Finance
Business Strategy
Asset Managment
Mergers And Acquisitions
Strategic Financial Planning
Finra
Financial Planning
Legal Compliance
Wealth Management Services
Compliance
Banking
Series 24
Aml
Series 79
Certification
Colleagues
Matt Seeman
Chief Financial Officer
Gregory Franks
president managing partner & coo at snowden lane partners
Caesar Cepeda
Vice President Private Wealth Advisor
Tyler Catalano
Vice President | Senior Portfolio Consultant
Luis Miguel Gonzalez Ocque
senior partner managing director gulf stream advisors group snowden lane partners
Other Named Rob Mooney
Frequently asked questions
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Rob Mooney works for Snowden Lane Partners
Rob Mooney's role in Snowden Lane Partners is Managing Partner | Chief Executive Officer
Rob Mooney works in the industry of Financial Services
Rob Mooney's colleagues are Matt Seeman,Gregory Franks,Caesar Cepeda
Rob Mooney's latest job experience is Managing Partner | Chief Executive Officer at Snowden Lane Partners
Rob Mooney's latest education in The George Washington University Law School
