Matthew A. Shannon, CIMA®

Matthew A. Shannon, CIMA®

Senior Institutional Consultant
Financial Advisor

Phone: 800.601.6334
Fax: 330.655.8921
E-mail:
 

Matthew joined Legacy Strategic Asset Management of Wells Fargo Advisors in 1998 as a Senior Institutional Consultant and Financial Advisor. He began his career in 1995 at Shreiner Company immediately prior to joining Legacy Strategic Asset Management.

Matt had risen to Director of International Marketing for the international manufacturing and distribution corporation at Shreiner Company. Matt’s role within Legacy Strategic Asset Management includes consulting services for both institutional and high-net worth clients with an emphasis on asset allocation, manager search and selection and performance monitoring, as well as Investment Policy Statements, risk management and evaluation studies.

Matt has a Bachelor of Science degree in Management and Marketing from the University of Dayton. He achieved the Certified Investment Management Analyst (CIMA®) designation in 2006 and is an active member of the Investment Management Consultants Association (IMCA).

Matt lives in Copley, OH with his wife and three children. He serves on Advisory Boards and is actively involved with his family in several local and international charitable activities. He enjoys the outdoors, farming and general aviation.