Matthew A. Shannon, CIMA®
Senior Institutional Consultant
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 evaluation, 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.
Matt lives in Copley, OH with his wife and three children. He serves as a trustee on the St. Hilary Parish Foundation and the Brothers of the Holy Cross Investment Committee. He is actively involved with his family, enjoys the outdoors, farming and general aviation.