Shannon Leigh Saccocia

Shannon Leigh Saccocia

Chief Investment Officer bij Neuberger Berman BD LLC

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Ms. Shannon L.
Saccocia, CFA, is a Chief Investment Officer at SVB Wealth LLC.
She 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.
She 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.
She is a member of the firm’s executive team, as well as the Investment Policy Committee, and Asset Allocation Working Group.
Ms. Saccocia 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, she worked at State Street Corporation, providing performance and attribution analysis for institutional investors.
Ms. Saccocia earned her BA in Economics and History from Brandeis University.
She holds the Chartered Financial Analyst designation and is a Certified Investment Management Analyst professional.
She is a member of the Boston Security Analysts Society, the CFA Institute, and the Investment Management Consultants Association.

Actieve functies van Shannon Leigh Saccocia

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Chief Investment Officer 08-05-2023
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Chief Investment Officer 01-05-2023
Analyst-Equity 04-02-2014
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. Chief Investment Officer -
Analyst-Equity -
STATE STREET CORPORATION Corporate Officer/Principal -
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Brandeis University Undergraduate Degree

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