Shannon is a Managing Director, Private Wealth Client Services at Cresset. In this role, she oversees clients’ day-to-day needs and manages the implementation of their investment allocations.
Prior to joining Cresset, Shannon was a Managing Director on the Partner Advisory team at CH Investment Partners. Earlier in her career, she spent two years as an Associate in the Private Wealth Management division at UBS Financial Services, Inc., and five years as a Private Client Associate at Bernstein Global Wealth Management.
Shannon earned a bachelor’s degree in corporate communication from the University of Texas at Austin and an MBA from Southern Methodist University. Shannon served as a Corporate Fellow for the 2015 Leadership DISD class.