Patrick J. Shannon Senior Portfolio Advisor, Manager

Joined Northern Trust

2007

Education

  • Bachelor of Arts in Marketing from Providence College
  • Master in Business Administration from DePaul University

Credentials

  • Certified Private Wealth Advisor (CPWA®)
  • Certified Financial Planner (CFP®)

Expertise

Patrick is a Senior Portfolio Advisor and Manager. He is responsible for providing holistic wealth management services to individuals and families, privately held businesses, family offices, and foundations and endowments. Patrick also manages a team of Investment Associates. Patrick has more than 15 years of experience in wealth management.

Experience

Patrick started his career at Northern Trust as an investment associate in 2007. Since then, he has held multiple positions within the Wealth Advisory space, helping clients meet their financial goals.