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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Alison Burkett
Senior Partner and Managing Director, Head of Enterprise at Snowden Lane Partners


Alison is a founding team member of Snowden Lane. She ensures that 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 Snowden Lane’s operating platform, human resources, advisor transition, and enterprise innovation.
Alison leads efforts to develop next-generation advisor tools and client service models incorporating leading-edge technology. Additionally, 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.

Agenda Sessions

  • RIA 2.0 - Organizational design and staffing: Structuring an RIA firm for current and future growth