GOLDEN, Colo.--(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 Schuyler Cayton has joined the firm as Partner and Managing Director. He will be joined by his father, Wendell Cayton, who will serve as Partner and Managing Director, in addition to Senior Client Relationship Manager, Erika Winters.
They will form Snowden Lane’s latest team, Mountain West Advisors, with $100 million in total client assets, and spearhead the opening of the firm’s 14th office location in Golden, Colorado.
Snowden Lane now boasts offices in 10 different states, with the Colorado location giving the firm a presence in each of the contiguous states’ four different time zones.
“Schuyler and Wendell are exceptional advisors, and we’re thrilled that they’ll be leading our expansion in Colorado,” said Lyle LaMothe, Chairman of Snowden Lane Partners. “They have proven themselves as true stewards of their clients’ financial well-being, and their individualized approach to client service makes them an ideal addition to Snowden Lane. We’ve long sought out a larger footprint in the Mountain West, and I’m confident the Caytons’ experience and knowledge will be invaluable as we begin serving clients in the region.”
Added Schuyler Cayton: “We decided to join Snowden Lane after much due diligence, ultimately choosing the firm as our ideal destination because our values fully align. Above all else, Snowden Lane’s leadership team understands and respects the two ingredients that are essential for advisors who strive to provide clients with the highest level of service and advice – autonomy and support. With Snowden Lane’s resources, we believe we can add tremendous value for our clients, which made the firm a natural fit for the next phase of our careers and broader business.”
Prior to joining Snowden Lane, Schuyler served as the principal and owner of Wealth Management Associates of Colorado, an independent financial services company. Winters worked alongside Schuyler at the firm. She graduated from Kansas State University and Washburn University School of Law and has a background in consumer protection and antitrust law.
In addition to his experience in the independent wealth management space, Schuyler also worked as a financial advisor at Wells Fargo, working directly with individual clients, 401(k) participants and 401(k) plan sponsors. He obtained his Certified Financial Planner™ certificate in 2011 and currently holds Series 7 and Series 66 licenses.
Before beginning his career in financial services, Schuyler graduated from Middlebury College in Vermont, where he played football, and spent time learning and working in the custom home building, real estate and ski industries.
Wendell Cayton has 36 years of experience in the industry, having worked for Wealth Management Associates and Transamerica, among other firms. He served for six years in the U.S. Marine Corps and graduated from Brigham Young University. He was an adjunct professor in the financial planning program at Golden Gate University, from which he received a master’s degree in financial services.
Drawn to problem solving on behalf of their clients, Mountain West Advisors specialize in providing holistic customized advice, with a unique focus and significant experience in the areas of retirement and legacy planning for individuals and businesses.
Since its founding in 2011, Snowden Lane has built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, Wells Fargo, and Fieldpoint Private, among others.
Snowden Lane employs 143 total professionals, 80 of whom are financial advisors, across 14 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; Lebanon, NH; Golden, CO, as well as its New York City headquarters.
The firm is included in Barron’s 2023, 2022, 2021 and 2020 Top 100 RIA Firms ranking, in addition to the 2023 and 2022 Forbes/Shook Top RIA Firms ranking. The Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing Snowden Lane as one of the top independent RIA firms in the U.S. Many of the firm’s advisors have been recognized as Financial Times 401 Top Retirement advisors, and a number 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.
The firm 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 FINRA licensed broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. Snowden Lane 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
