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Wilton Mejia

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Wilton Mejia

Private Wealth Manager | Snowden Lane Partners

New York, New York, United States

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Wilton Mejia

Summary

Wilton Mejia is a seasoned financial services professional with over 17 years of experience, currently serving as a Senior Partner and Managing Director at Snowden Lane Partners in New York City. His expertise spans planning, retirement, management, and wealth management, with a focus on delivering personalized investment strategies to a diverse clientele, including individuals, families, and business owners. Wilton has a strong background in both domestic and international financial planning, which enhances his ability to navigate complex investment landscapes. He is fluent in Spanish, allowing him to connect with a broader range of clients. His career includes significant roles at JPMorgan Chase and Wells Fargo Advisors, showcasing his deep industry knowledge. Wilton is committed to exceeding client expectations and believes in the power of tailored financial advice. He holds a BA in International Business and has furthered his education with executive training in Blockchain and Digital Assets from Wharton.

General

Specialist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Wilton Mejia

Work Experience

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Private Wealth Manager at

Maxim Group LLC

January 2005 - January 2007

💼

Vice President - Financial Advisor at

CHASE INVESTMENT SERVICES CORP

January 2007 - April 2010

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Vice President - Financial Advisor at

JPMorganChase

April 2010 - May 2015

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International Private Client Advisor at

J.P. Morgan

May 2015 - July 2015

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First Vice President - Investments, Financial Advisor at

Wells Fargo Advisors

July 2015 - April 2021

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Senior Partner, Managing Director at

Snowden Lane Partners

April 2021 - Present

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Wilton Mejia

Education

Fordham Preparatory School

January 1996 - January 2000

University at Buffalo, BA, International Business and World Trade

January 2000 - January 2005

Wharton Executive Education, Economics of Blockchain and Digital Assets

January 2022 - January 2022

Frequently Asked Questions about Wilton Mejia

What is Wilton Mejia email address?

Wilton Mejia's primary email address is ************@snowdenlane.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Wilton Mejia work for?

Wilton Mejia is a Private Wealth Manager at Snowden Lane Partners.

Where Wilton Mejia graduated from?

Wilton Mejia holds a degree in null from Fordham Preparatory School.

How can I directly contact Wilton Mejia?

To contact Wilton Mejia directly, you can use the email address ************@snowdenlane.com. Complete contact information is available upon registration with Muraena.

Who is Wilton Mejia?

Wilton Mejia is a seasoned financial services professional with over 17 years of experience, currently serving as a Senior Partner and Managing Director at Snowden Lane Partners in New York City. His expertise spans planning, retirement, management, and wealth management, with a focus on delivering personalized investment strategies to a diverse clientele, including individuals, families, and business owners. Wilton has a strong background in both domestic and international financial planning, which enhances his ability to navigate complex investment landscapes. He is fluent in Spanish, allowing him to connect with a broader range of clients. His career includes significant roles at JPMorgan Chase and Wells Fargo Advisors, showcasing his deep industry knowledge. Wilton is committed to exceeding client expectations and believes in the power of tailored financial advice. He holds a BA in International Business and has furthered his education with executive training in Blockchain and Digital Assets from Wharton.

Wilton`s contact details

mail

************@snowdenlane.com

Colleagues

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Eric Watson

Financial Advisor

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Mark Stevens

Account Executive

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Matt Seeman

Financial Analyst

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Kristian Sedeño

Co-Founder and Co-President

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Owen Parr

Resident Director, Vice President and Portfolio Manager

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Phil Lazzari

Senior Vice President - Wealth Management

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Alex Bryer

Senior Partner | Managing Director, Business Development

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Lyle Lamothe

Financial Advisor

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