Middlesex3: "Economic Outlook and Its Impact on the Innovation Economy"

Date: October 13 2022

Time: 9:00 am - 11:00 am

Category: Economic Outlook

Location:

UMass Lowell Inn & Conference Center
50 Warren Street
Lowell, MA 01852
United States

Middlesex3 Coalition, the UMass Lowell Innovation Hub, and SVB Private host this upcoming event on the "Economic Outlook and Impact on the Innovation Economy".

The featured speaker is Shannon Saccocia, CFA, CIMA®, Chief Investment Officer, SVB Private.
 
 
Read the flyer below and speaker bio.
M3 Econ Report Agenda and logistics details
 
 
 
SPEAKER
 
Shannon Saccocia, CFA, CIMA®

Shannon Saccocia, CFA, CIMA®

Chief Investment Officer, SVB Private

Wealth Management & Trust New England
 

Shannon Saccocia serves as Chief Investment Officer at SVB Private, and 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. Ms. Saccocia 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. In her capacity as Chief Investment Officer, she is a member of the firm’s executive team, as well as the Investment Policy Committee, and Asset Allocation Working Group.

Shannon was the Director of Manager Search and Selection for Silver Bridge Advisors, which was acquired by Banyan Partners in 2013. SVB Private acquired Banyan Partners in 2014. 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 AnalystSM professional. She is a member of the Boston Security Analysts Society, the CFA Institute, and the Investment Management Consultants Association.