Professional Directory

Shannon Saccocia, CFA®, CIMA®

Executive Managing Director Chief Investment Strategist Private Client Group Wealth Management & Trust New England
Shannon Saccocia

Shannon Saccocia works closely with the CIO to lead the Asset Allocation Group, responsible for oversight of both strategic and tactical asset allocation for the firm. She leads the external search, selection, and due diligence team, focused on identifying investment opportunities across all asset classes for use in portfolios alongside the firm’s proprietary capabilities. Ms. Saccocia also works closely with both the business development team and the client advisor team to help construct customized wealth management solutions to meet clients’ specific needs. In addition to her work in the Asset Allocation Group, she is a member of the firm’s Investment Policy Committee, and writes the firm’s quarterly newsletter. Shannon also supervises the Portfolio Advisory, Manager Due Diligence, and Performance teams at Boston Private.

Shannon was the Director of Manager Search and Selection for Silver Bridge Advisors, which was acquired by Banyan Partners in 2013. Boston Private Wealth 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.

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