As a Managing Director, Shannon has more than 25 years of experience helping successful multi-generational families, business owners, and individuals navigate complex financial decisions with confidence. He is known for bringing clarity to challenging situations and developing thoughtful strategies tailored to each client’s unique goals and circumstances, including business succession and liquidity events, efficient tax and estate planning, impactful philanthropic strategies, family engagement, and comprehensive family office services.
Before joining NewEdge, Shannon was a Principal and Senior Wealth Advisor at Bernstein. Throughout his career, Shannon has advised clients on liquidity events, wealth transfer planning, family governance, tax-efficient strategies and multigenerational wealth planning. Prior to joining Bernstein, he also served as the CEO of an enterprise software provider.
Shannon earned a Bachelor of Science in Mechanical Engineering with Distinction from Worcester Polytechnic Institute and an MBA from the MIT Sloan School of Management, with concentrations in finance and entrepreneurship. With a background in engineering and finance, he combines analytical problem-solving with a personal, relationship-driven approach to wealth management.
Outside of work, Shannon enjoys fishing, skiing, golfing and spending time with family and friends. He and his wife, Keri, live in The Woodlands and are proud parents of three sons. He is passionate about supporting children and young people through his involvement in organizations such as the Montgomery County Food Bank, the Rotary Club of The Woodlands, and his leadership within the MIT Alumni Club of South Texas.
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