People

Shannon Saccocia

Shannon Saccocia

Formal First Name
Shannon
Location

Shannon Saccocia is the Chief Investment Officer of Boston Private, a financial company serving customers in Boston, San Francisco, Los Angeles, New York, and Palm Beach. She sets the overall investment strategy for the firm. Saccocia also oversees asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions. In addition, she helps construct and deliver bespoke wealth management solutions to clients.

Professional Experience


Academic History

CURRENT APPOINTMENTS


LICENSES AND CERTIFICATIONS


MEDIA AND PUBLICATIONS

  • Saccocia is regularly featured in the financial media. 
  • She has appeared numerous times on CNBC’s Power Lunch, Closing Bell, Nightly Business Report, and Halftime Report.