Alison Burkett

Senior Partner, Executive Vice President, and Head of Enterprise Development at Snowden Lane Partners

Speaker

As Senior Partner, Executive Vice President, and Head of Enterprise Development, Alison works with Snowden Lane clients and advisors to ensure they have a superior experience through consistent service, dynamic technology, and custom investment solutions. Alison is responsible for the company’s operating platform, human resources, and overall enterprise innovation.

Additionally, Alison leads efforts to develop next-generation advisor tools and client service models that incorporate leading-edge technology. She plays a central role in the recruitment and transition of advisory teams 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 through an independent business model. To best enhance the client and advisor experiences, Alison focuses on developing vendor partnerships and creating solutions that will benefit both parties.

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 the Series 7, 66, 24, and 79 registrations. Alison and her husband, Erik, have two children and live in San Diego, CA.