Shannon L. Saccocia, CFA, CIMA^®

Shannon Saccocia conducts extensive manager evaluation and selection across asset classes and is primarily responsible for public market research. She works closely with Client Advisors to design and build portfolios as a part of each client’s wealth management solutions. Shannon is also a member of Banyan’s Investment Committee and contributes to the firm’s quarterly newsletter.

Shannon was the Director of Manager Search and Selection for Silver Bridge Advisors, which was acquired by Banyan in 2013. 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 Analyst^SM professional. She is a member of the Boston Security Analysts Society, the CFA Institute and the Investment Management Consultants Association.