Vice President, Client Service
Shannon joined IWP in 2024 with extensive experience managing complex financial portfolios and developing tailored investment strategies for ultra-high-net-worth (UHNW) families. She is an accomplished wealth management professional with expertise spanning public investments, private equity, venture capital, real estate, and private credit. Shannon strives to deliver comprehensive wealth solutions that optimize tax efficiency, estate planning, and long-term asset growth.
With a background including real estate development, private capital fundraising, and relationship management, playing key roles in financial consulting and brokerage, she’s learned to leverage her ability to foster strategic partnerships and deliver financial solutions that meet complex investment goal and has proven to be an essential asset to the IWP team.
Shannon holds a Bachelor’s degree in Business Administration with emphases in Accounting and Real Estate Finance from the University of Colorado-Boulder and holds her Series 65.