The Bird Group

Alison M. Burkett Senior Partner, Managing Director, Head of Enterprise DevelopmentAlison is a founding team member of Snowden Lane. She ensures that Snowden Lane clients and advisors have a superior experience through consistent service, dynamic technology, and custom investment solutions. As Head of Enterprise Development, she is responsible for the Snowden Lane’s operating platform, human resources, advisor transition, and for driving enterprise innovation.

Alison leads efforts to develop next-generation advisor tools and client service models incorporating leading-edge technology. In addition, she plays a central role in the recruitment and transition of advisory teams to Snowden Lane. 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. 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.