Michael Bird, CFP® Partner, Managing DirectorMichael 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.
Veritas Private Wealth Management Group
New York, NY