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Wealth Management Expert

Shannon Morton, CFA

Senior Investment Officer West Region, Foundation & Institutional Advisors

Expert profile image of Shannon Morton, CFA, Senior Investment Officer West Region, Foundation & Institutional Advisors -

Shannon Morton is a Senior Portfolio Manager and the Senior Investment Officer for Northern Trust’s Foundation & Institutional Advisors West Region. Shannon advises institutional clients on comprehensive investment management strategies. With over 25 years investment management experience, Shannon is dedicated to providing investment solutions in the nonprofit sector with expertise in asset allocation, market and economic strategy; manager selection, investment policy statement development and performance reporting. As Senior Investment Officer, Shannon provides guidance and oversight to Northern Trust’s investment professionals who serve clients in the Western US.

 

Shannon began her career in the asset management industry in 1994. She has served as a global investment strategist, senior portfolio manager, equity analyst and trader for both domestic and emerging market equity funds, as well as managing director of an outsourced CIO firm, dedicated to serving non-profit institutions.

 

Shannon graduated from The University of Texas at Austin with a B.A. degree in Finance. She also spent a semester at the University of Salamanca, Spain, earning a major equivalency in Spanish. Shannon is a CFA charterholder, a member of the Chartered Financial Analyst Institute and the Houston Society of Financial Analysts. She is a Junior Achievement parent volunteer at West University Elementary School and enjoys supporting multiple charitable and philanthropic organizations, especially those related to women and children in need.