Alison Burkett

Senior Partner, Executive Vice President & Head of Enterprise Development at Snowden Lane Advisors

Speaker

Alison entered the wealth management industry over 17 years ago and was a founding team member at Snowden Lane Partners, a national wealth management firm with 153 employees, 16 offices and $13 billion in client assets. As an Executive Vice President, Senior Partner, and a member of the firm’s Executive Committee, she remains one of the firm’s most crucial leaders. As Head of Enterprise Development, Alison is also responsible for Snowden Lane’s operating platform, human resources, advisor transition and ensuring that the firm’s clients and advisors have a superior experience through consistent service, dynamic technology and custom investment solutions. An industry pioneer, Alison specifically leads efforts to develop next-generation advisor tools and client service models incorporating leading-edge technology. She plays a central role in the recruitment and transition of advisory teams to Snowden Lane, which has grown by approximately $4 billion since May 2023.