Shannon Saccocia, CFA, CIMA®
Providing comprehensive wealth management solutions that enable our clients' unique journeys and purpose.
Boston, Massachusetts, United States
7K followers
500+ connections
Boston, Massachusetts, United States
7K followers
500+ connections
Activity
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I STINK AT GOLF - but find out how you can help me feel good about my game by clicking on the link below .. thank you! Francis Ouimet Scholarship…
I STINK AT GOLF - but find out how you can help me feel good about my game by clicking on the link below .. thank you! Francis Ouimet Scholarship…
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Back-to-school season always reminds me of the lifelong journey of learning and the power of embracing new and unexpected opportunities. From a…
Back-to-school season always reminds me of the lifelong journey of learning and the power of embracing new and unexpected opportunities. From a…
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We had a wonderful visit with the Young Leaders from the Yawkey Chapter of the Boys & Girls Club. They learned about Aureus, the market, and…
We had a wonderful visit with the Young Leaders from the Yawkey Chapter of the Boys & Girls Club. They learned about Aureus, the market, and…
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Private Client Advisor Katharine C. Manning RMA® and Chief Market Strategist and Portfolio Manager Ellen Hazen, CFA attended the Leadership…
Private Client Advisor Katharine C. Manning RMA® and Chief Market Strategist and Portfolio Manager Ellen Hazen, CFA attended the Leadership…
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Optimism as a Default Setting - my first book excerpt as read by George Hahn on the Scott Galloway podcast! Listening with a tear in my eye, this is…
Optimism as a Default Setting - my first book excerpt as read by George Hahn on the Scott Galloway podcast! Listening with a tear in my eye, this is…
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Ten days ago, I faced shoulder surgery, a challenge that knocked me off my feet. As someone who thrives on being active, slowing down felt…
Ten days ago, I faced shoulder surgery, a challenge that knocked me off my feet. As someone who thrives on being active, slowing down felt…
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In a blink of an eye, you went from being my baby boy to a young man. Happy 18th birthday to my incredible son, Ara! Watching you grow and being…
In a blink of an eye, you went from being my baby boy to a young man. Happy 18th birthday to my incredible son, Ara! Watching you grow and being…
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I’m the new part-time Executive Director of a social justice collaborative in New Hampshire. (Also still running Granite Impact, and open to…
I’m the new part-time Executive Director of a social justice collaborative in New Hampshire. (Also still running Granite Impact, and open to…
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I am so thrilled to share this exciting news.... Hoping to see so many of you in person next month for Future Proof Festival.... and then again in…
I am so thrilled to share this exciting news.... Hoping to see so many of you in person next month for Future Proof Festival.... and then again in…
Liked by Shannon Saccocia, CFA, CIMA®
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Wrapping up an informative trip across Toronto and Montreal with William J. Kelly, CAIA this week. Enjoyed seeing so many familiar faces for the…
Wrapping up an informative trip across Toronto and Montreal with William J. Kelly, CAIA this week. Enjoyed seeing so many familiar faces for the…
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🌟 469 Kilometer, 6 Städte, 3 Tage wir waren ganz in Ihrer Nähe! 🌟 Die Pensionskassen Roundtables VI im August 2024 waren ein voller Erfolg! 🎉 Ein…
🌟 469 Kilometer, 6 Städte, 3 Tage wir waren ganz in Ihrer Nähe! 🌟 Die Pensionskassen Roundtables VI im August 2024 waren ein voller Erfolg! 🎉 Ein…
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99% of our leads are inbound - this 1 move was the unlock >> 7 years ago I got referrals, but I hid in the shadows >> 3 years ago, I stepped out…
99% of our leads are inbound - this 1 move was the unlock >> 7 years ago I got referrals, but I hid in the shadows >> 3 years ago, I stepped out…
Liked by Shannon Saccocia, CFA, CIMA®
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Join St. John's Prep on Thursday, August 29 from 2:30 to 3:30 pm as we commemorate the tenth anniversary of the Ice Bucket Challenge with a…
Join St. John's Prep on Thursday, August 29 from 2:30 to 3:30 pm as we commemorate the tenth anniversary of the Ice Bucket Challenge with a…
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Hope to see many of the St. John's Prep community here. Great opportunity to carry on Pete’s legacy, support the Frates family and make a difference…
Hope to see many of the St. John's Prep community here. Great opportunity to carry on Pete’s legacy, support the Frates family and make a difference…
Liked by Shannon Saccocia, CFA, CIMA®
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Teamwork Makes The Dream Work To quote modern day philosophers Post Malone and Morgan Wallen: Teamwork did in fact, make the dream work. Special…
Teamwork Makes The Dream Work To quote modern day philosophers Post Malone and Morgan Wallen: Teamwork did in fact, make the dream work. Special…
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Excited to join Brett, Greg, and Michael next week to share our perspectives on advisor movement to RIAs. Hope to see you there!
Excited to join Brett, Greg, and Michael next week to share our perspectives on advisor movement to RIAs. Hope to see you there!
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August is like the Sunday of summer Here's how I Sunday My August is a lot like my Sunday 𝗭𝗲𝗿𝗼 𝗽𝗿𝗲𝘀𝘀𝘂𝗿𝗲 ☀ I ask myself 3 questions…
August is like the Sunday of summer Here's how I Sunday My August is a lot like my Sunday 𝗭𝗲𝗿𝗼 𝗽𝗿𝗲𝘀𝘀𝘂𝗿𝗲 ☀ I ask myself 3 questions…
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Catch Holly Newman Kroft, Senior Wealth Advisor, tomorrow morning on CNBC’s “Money Movers.” 📺 Holly will join hosts Sara Eisen and Carl…
Catch Holly Newman Kroft, Senior Wealth Advisor, tomorrow morning on CNBC’s “Money Movers.” 📺 Holly will join hosts Sara Eisen and Carl…
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Achievement from CAIA Association.
Achievement from CAIA Association.
Liked by Shannon Saccocia, CFA, CIMA®
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Excited to chair the #wealthtech track at Finovate NYC Here's a peek at one of the panels on #alternativeinvestments featuring Shannon Saccocia…
Excited to chair the #wealthtech track at Finovate NYC Here's a peek at one of the panels on #alternativeinvestments featuring Shannon Saccocia…
Liked by Shannon Saccocia, CFA, CIMA®
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