Matthew Shannon, CIMA®

Matthew Shannon, CIMA®

Prior to joining Clearstead, Matthew was Managing Director – Investments and Senior Institutional Consultant at Legacy Strategic Asset Management of Wells Fargo Advisors. He also previously served as Director of International Marketing for the international manufacturing and distribution corporation at Shreiner Company. 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. He serves as a trustee on the St. Hilary Parish Foundation and the Brothers of the Holy Cross Investment Committee.