Alison M. Burkett Senior Partner, Client ExperienceAlison 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.
The Bird Group
New York, NY