Mar 18, 2021
Shannon Saccocia, CIO at Boston Private, joins us to talk all things asset allocation and manager selection. With $16 billion of AUM at her firm, Shannon has been at the forefront of big changes in the RIA industry, which have helped Boston Private become one of the premier wealth management firms in the country. Today, we learn her story, talk value versus growth investing, debate the Streaming Media Wars, discuss marketing your brand, and so much more. Let's Niche Down with Shannon Saccocia.
To learn more about Shannon visit www.bostonprivate.com or check her out on twitter @ShannonSaccocia.
To learn more about Richard check out www.thinkaen.com.