Shannon is the Chief Executive Officer of Beacon Pointe Advisors, the largest female-led Registered Investment Advisory (RIA) firm in the country serving private clients, foundations, and retirement plans. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investment (SRI) platform for several years. Shannon is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Forbes, Financial Planning Magazine, among other publications. In 2023, Shannon was acknowledged as an ‘Orange County Visionary’ by the Los Angeles Times, in 2018 she was presented with the UC Irvine