The Bird Group

New York, NY

Our goal is to build an authentic partnership with our clients. Partnership enhances our ability to help you achieve your goals.

The Bird Group

New York, NY

The Bird Group

New York, NY

The Bird Group

New York, NY

The Bird Group

New York, NY

Our goal is to build an authentic partnership with our clients. Partnership enhances our ability to help you achieve your goals.

With a background rooted in the municipal bond business, our team focusses on helping clients balance investment income needs with overall investment performance, with particular emphasis on taxation. The team takes a balanced investment approach, incorporating risk management as a primary objective. The team works smoothly with the client’s accounting and legal professionals to assure optimal outcomes.

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Meet our Team

Michael Bird, CFP®

Partner, Managing Director
Michael provides wealth management, brokerage and financial planning services to individuals and families. He understands the complexities of inter-generational dynamics through his extensive experience working with families. Michael joined Snowden Lane from Roosevelt & Cross, a municipal bond firm, where he advised clients on their fixed-income investments. He began his career as a municipal bond trader in 1983, and subsequently managed municipal bond portfolios for individuals and family partnerships. Recognizing that fixed-income is one part of a successful investment approach, Michael works with best in class managers having expertise in equities and a variety of alternative approaches. His background in tax-exempt investments informs his approach to his client’s entire investment strategy. He and his wife Susan are long-time residents of Summit, New Jersey. Their four grown daughters are spread across the country. He enjoys cycling and skiing in his free time.

Alison M. Burkett

Senior Partner, Client Experience
Alison ensures that Snowden Lane clients have a superior experience through consistent service, dynamic technology, and custom investment solutions. Alison leads efforts to develop next-generation tools and client service models incorporating leading-edge technology. Alison plays a central role in the onboarding of clients to Snowden Lane Partners. She brings extensive experience working with ‘advisors in transition’, integrating custodial technology and service offerings to support their client and business needs in an independent business model. She focuses on developing vendor partnerships and creating solutions to enhance client and advisor experience. Previously, Alison held business development and client service positions at Clearbrook Global Advisors. She received her BA in Political Science from Princeton University, and studied finance at New York University’s Stern School of Business. Alison holds Series 7, 66, 24, and 79 registrations. Alison and her husband, Erik, have two children and reside in San Diego, CA.

Juan Carlos Moreno

Director, International Wealth Advisory
JUAN CARLOS is the Director of International Wealth Advisory, Head of Credit & Lending Solutions, and member of the Products & Solutions Team for Snowden Lane Partners in San Diego, CA. Juan Carlos focuses his efforts on Investors and Financial Advisors who have clients both in the U.S. and abroad. The drive is to ensure the delivery of a consistent and competitive offering in the Brokerage and Credit facets of the business in order to help execute on developmental strategies for all clients. Prior to his current role at Snowden Lane Partners, Juan Carlos was an International Banking Advisor in the Credit & Banking division of Merrill Lynch within Bank of America’s Global Wealth & Investment Management (GWIM) Banking group. In this role, he worked with a team that supported and delivered integrated liquidity, cash management, lending solutions and services to Financial Advisors and their deserving clients.

Juan Carlos held similar roles with JPMorgan Chase, UBS AG, and Bank of America’s International Private Bank in San Diego and New York. During the 26 year span he had cumulative regional and divisional coverage of 194 Advisors and their clients in Northern and Southern California, Southern Arizona, and South Texas serving the Retail Banking, Small Business Banking, Wealth Management Banking, Private Banking and Brokerage units with clients in the U.S., Latin America and Asia.

JuanCarlos is also fluent in Spanish, received his BSBA degree from Touro College, holds FINRA 7 and 66 licenses, attainting his certificate from the USC David School of Gerontology. Juan Carlos has an extensive background in Credit, Structuring, Trust, Portfolio Management, Foreign Exchange, International deposit products and mortgages.

The Bird Group

540 Madison Avenue
9th Floor
New York, NY 10022

(646) 218-9770