Loading Events

« All Events

Economic Outlook and Its Impact on the Innovation Economy

October 13 @ 9:00 am - 11:00 am

Shannon Saccocia, CFA, CIMA®

 

 

Shannon Saccocia, CFA, CIMA®

Chief Investment Officer, SVB Private
 
Wealth Management & Trust
New England

Shannon Saccocia serves as Chief Investment Officer at SVB Private, 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.

Shannon was the Director of Manager Search and Selection for Silver Bridge Advisors, which was acquired by Banyan Partners in 2013. SVB Private acquired Banyan Partners in 2014. Prior to joining Silver Bridge, Ms. Saccocia worked at State Street Corporation, providing performance and attribution analysis for institutional investors.

Shannon earned a BA in Economics and History from Brandeis University. She holds the Chartered Financial Analyst designation and is a Certified Investment Management AnalystSM professional. She is a member of the Boston Security Analysts Society, the CFA Institute, and the Investment Management Consultants Association.

Details

Date:
October 13
Time:
9:00 am - 11:00 am
Website:
https://share.hsforms.com/1FtG4ogKJTK65ngDvjl0wlA37r8l

Organizer

Stephanie Cronin
Email:
scronin@middlesex3.com

Venue

UMass Lowell Inn and Conference Center
50 Warren St
Lowell, 01852 United States
+ Google Map