Shannon Saccocia, CFA, CIMA®Chief Investment Officer, PBWM Wealth Management & Trust New England
Shannon Saccocia serves as PBWM’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.
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.