Senior Portfolio Manager
Chartered Financial Analyst
B.A. (Business Economics), University of California, Santa Barbara
Shannon joined Argent Trust Company in 2015 and is currently serving as Senior Portfolio Manager. He is responsible for actively managing personal, charitable, and institutional assets for trust and investment management accounts. In this role, he works closely with his clients and administrative officers to help offer the best possible investment management solution.
Prior to joining Argent, Shannon served as Portfolio Manager for Regions Private Wealth Management in Nashville. He began his career in 1999 at UBS Trust Company (formerly Bradford Trust) and served as Associate Director of Investments prior to joining the bank.
Shannon earned his B.A. in Business Economics from the University of California, Santa Barbara. He is a member of the CFA Society of Nashville and is a current CFA Charter holder. He lives in Nashville with his wife Sarah and their young son, Evan.