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Wilton Mejia
Wilton Mejia
Private Wealth Manager | Snowden Lane Partners
New York, New York, United States
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.
Wilton Mejia
Work Experience
Private Wealth Manager at
Maxim Group LLC
January 2005 - January 2007
Vice President - Financial Advisor at
CHASE INVESTMENT SERVICES CORP
January 2007 - April 2010
Vice President - Financial Advisor at
JPMorganChase
April 2010 - May 2015
International Private Client Advisor at
J.P. Morgan
May 2015 - July 2015
First Vice President - Investments, Financial Advisor at
Wells Fargo Advisors
July 2015 - April 2021
Senior Partner, Managing Director at
Snowden Lane Partners
April 2021 - Present
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
************@snowdenlane.com
Colleagues
Financial Advisor
Account Executive
Financial Analyst
Co-Founder and Co-President
Resident Director, Vice President and Portfolio Manager
Senior Vice President - Wealth Management
Associate
Senior Partner | Managing Director, Business Development
Managing Director
Financial Advisor