Speakers

Shannon Saccocia serves as Boston Private Bank’s Chief Investment Officer, and is responsible for setting the overall investment strategy for the firm. She overseesvthe asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions.  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.