"I look forward to putting my experience and skills to work to advance the Foundations’ mission of strengthening our communities in the East Metro and statewide. It is an honor to be a part of such a deeply-rooted tradition of giving."
Shannon O’Leary joined the Saint Paul & Minnesota Foundations as chief investment officer (CIO) in 2019. An experienced leader with depth and breadth in building and managing investment teams, processes and procedures, Shannon joins the Foundations from The Advocate Group, a Minnesota-based wealth management firm, where she served as CIO and was a member of the firm’s Governing Board. She led the creation of—and had oversight for—the firm’s investment department, in addition to managing client assets across all asset categories.
Previously, Shannon spent seven years as the manager of wealth planning and investments for a large family office and served as a member of its Investment Committee. She played an integral role in portfolio construction and monitoring, the management of due diligence, client reporting and risk management for the family’s complex multi-generational investment structure and associated entities. Shannon began her career as an analyst at Dearborn Partners in Chicago after earning a bachelor’s degree in economics with a concentration in high-energy physics from the University of Wisconsin-Madison.