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Shannon Saccocia
Chief Investment Officer, Managing Director at Boston Private Wealth

Profile

Shannon Saccocia serves as the firm’s Chief Investment Officer, and is responsible for setting the overall investment strategy for the firm. She oversees the asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions. Ms. Saccocia also works closely with both the business development team and the wealth advisor team to help construct and deliver customized wealth management solutions to meet clients’ specific needs. In her capacity as Chief Investment Officer, she is a member of the firm’s executive team, as well as the Investment Policy Committee, and Asset Allocation Working Group.

Agenda Sessions

  • The 2020 Macro Panel: How to Read the Tea Leaves

    4:50pm

Speakers at this event