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.
CURRENT APPOINTMENTS
LICENSES AND CERTIFICATIONS
MEDIA AND PUBLICATIONS