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Shannon Saccocia Chief Investment Officer, Executive Managing Director at Boston Private Wealth

Profile

Shannon Saccocia serves as the firm’s Executive Managing Director and 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. 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.

Agenda Sessions