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.”

Welcome

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.

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.

Contact

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The Bird Group

New York

540 Madison Avenue
9th Floor
New York, NY 10022
646-218-9770

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