Veritas Private Wealth Management Group

New York, NY

The foundation of our client relationships will always be excellence, discipline and integrity.

Veritas Private Wealth Management Group

New York, NY

Veritas Private Wealth Management Group

New York, NY

Veritas Private Wealth Management Group

New York, NY

Veritas Private Wealth Management Group

New York, NY

The foundation of our client relationships will always be excellence, discipline and integrity.

We provide highly-customized, financial planning strategies for executives and their families including: Investment Portfolio Design & Implementation, Cash Flow Projections with Probabilistic Forecasting, Executive Compensation & Stock Option Analysis, Concentrated Stock Monetization & Hedging Strategies, Income Tax Minimization & AMT Optimization, Wealth Transfer & Protection, Estate Tax Minimization, Retirement & Estate Planning, Liability Management & Financing, Trust & Philanthropic Services, and Life Insurance.

Recent Insight

Meet our Team

Jesse B. Clinton, CFP®, CRPC®

Senior Partner, Managing Director

Phillip I. Pedrena

Senior Partner, Managing Director

Phillip is a Senior Partner and Managing Director at Snowden Lane Partners. He joined Snowden in 2014 from Merrill Lynch where, as Assistant Vice President, he designed and implemented investment and wealth management planning portfolios for Merrill Lynch’s private clients, since 2008.

Prior to Merrill Lynch, in a similar capacity, Phillip built tactical and strategic financial management strategies for high net worth clients ranging from investments, access to banking products, estate planning and philanthropic services for Morgan Stanley. He utilizes technical analysis and asset allocation models while taking into consideration the individual client’s risk tolerance, investment objective, and time horizon.

Phillip lives in Manhattan and is actively involved with the Central Park Conservancy.

Alexandra Chan

Investment Analyst

Alex is an Investment Analyst with Snowden Lane’s Veritas Private Wealth Management Group.

Prior to Snowden Lane, Alex was a Product Manager at AllianceBernstein where she provided investment updates, capital markets outlooks, portfolio positioning, and asset allocation recommendations to retail & institutional clients, consultants, and due diligence analysts globally. Alex began her career at Merrill Lynch in 2010, where she first worked with teammates, Jesse Clinton and Phil Pedrena.

Alex is a CFA Level II candidate and has a Bachelor of Science degree with a concentration in Finance and minor in Economics from Fordham University. Alex lives in downtown Manhattan. She enjoys cooking and exploring all the restaurants New York City has to offer.

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.

Joe Raieta, CFA®

Partner, Managing Director

Joseph Raieta, CFA joined Snowden Lane in 2015 as Managing Director of Investment Solutions and is responsible for Snowden Lane’s investment products and securities platform, trading, and research. Previously, Joseph was Senior Director and Head of Product Management at Icon Investment Group where he managed key functions of a $5.5 billion, multi-product, alternative investments platform. Prior to that role, Joseph held investment team and capital raising roles at Icon Capital, BlackRock and AIG.

Veritas Private Wealth Management Group

540 Madison Avenue
9th Floor
New York, NY 10022

(646) 218-9280