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WealthStack
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Shana Sissel
Director of Investments at Cope Corrales

Profile

Shana Orczyk Sissel is COPE CORRALES’ Director of Investments. Shana leads the firm’s Alternative Investment Platform, sourcing, conducting due diligence and implementing private investments, private equity, venture and alternative deals. These range from illiquid, less-liquid and fully liquid assets. She advises firm clients daily and works diligently to deliver unique investments that seek to accomplish client objectives.

Shana has over two decades of experience in the investment management industry. In her prior role as President of Banríon Capital Management, she assisted in the launch of Armada ETF Advisors, and served as a key advisor in the firm’s recent launch of its first ETF product, the Home Appreciation U.S. REIT ETF (HAUS). Shana served as Chief Investment Officer at Spotlight Asset Group, managing the firm’s $450 Million portfolio, including leading the Spotlight Investment Committee, assisting in the management of the firm’s proprietary Buy-Write portfolio, and developing a comprehensive Alternative Investment solution for firm clients. Shana also brings a vast background in market research and analysis through various roles held at Orion Advisor Solutions, Ariel Investments, Fidelity Investments, Mercer Investments, Peak Financial Management, and Russell Investments.

Shana is a sought-after speaker & media contributor, appearing frequently at industry events and on major financial news outlets like CNBC, Bloomberg, Fox Business Network and the TD Ameritrade Network.

Shana earned a Bachelor of Science Degree in Sport Management from the University of Massachusetts at Amherst before receiving her Master of Business Administration Degree from Bentley University’s McCallum School of Business. She is a proud holder of the Chartered Alternative Investment Analyst (CAIA) designation.


Agenda Sessions

  • Allocation Nation: Winning Strategies for Any Portfolio

    1:15pm