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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Rob Mooney
CEO at Snowden Lane Partners
Speaker

Profile

Rob Mooney is Managing Partner and Chief Executive Officer of Snowden Lane Partners. He spent 22 years at Merrill Lynch in New York, Singapore, Hong Kong, and London, including roles as General Counsel and Chief Business Risk Officer of Global Wealth Management. In addition to his role at Snowden Lane, Rob is Chairman of the Board of Centurion, the oldest organization in the U.S. dedicated to freeing the wrongly convicted. He is also a founding Board member of the Christina Seix Academy, a residential school for underprivileged inner-city children in Trenton, NJ. Rob has a BA from Franklin and Marshall College and a JD from George Washington University. He is a former Board Chairman and Board member of the American Red Cross of Central New Jersey.

Agenda Sessions

  • Employee-Owned RIAs: Building Sustainable Growth Through Shared Ownership

    2:45pm