Professional Summary
Professional Overview
Will Shannon is the Co-Founder and Partner at Shanrock Partners, a boutique investment advisory firm based in Portland, Oregon. With over a decade of experience in the finance and investment management industry, he specializes in advising high-net-worth individuals and family offices on strategic asset allocation, alternative investments, and wealth preservation strategies.
Experience Summary
Current Role
As Co-Founder and Partner at Shanrock Partners, Will is responsible for leading the firm's investment strategy, client relationship management, and overall business operations. Under his guidance, Shanrock has grown to manage over $500 million in client assets, offering personalized financial planning and investment solutions to a select group of affluent clients.
Will's deep expertise in alternative asset classes, such as private equity, venture capital, and real estate, has been instrumental in delivering superior risk-adjusted returns for the firm's clients. He is known for his ability to identify emerging trends and investment opportunities that align with his clients' long-term financial goals.
Career Progression
Prior to co-founding Shanrock Partners, Will held various roles in the investment management industry. He served as a Venture Partner at Saxon Weber, where he was responsible for sourcing and evaluating early-stage technology investments. Additionally, he spent two years as a Partner at GAM Group Global, a global asset management firm, where he specialized in institutional client portfolio management.
Earlier in his career, Will gained valuable experience in the financial services sector, working as a Specialist Investment Headhunter at GQR Global Markets and as a Human Resources Intern at ATI Specialty Alloys and Components.
Academic Background
Will holds a Bachelor of Science degree in Finance from the University of Oregon, where he graduated cum laude. During his studies, he was an active member of the university's investment club and participated in various case study competitions, honing his financial analysis and problem-solving skills.
Areas of Expertise
- Alternative asset management
- Wealth preservation strategies
- High-net-worth client portfolio management
- Investment research and due diligence
- Strategic asset allocation
- Family office advisory
Professional Impact
Under Will's leadership, Shanrock Partners has established a reputation as a trusted advisor to its clients, delivering consistent investment performance and personalized financial solutions. He has been instrumental in expanding the firm's service offerings, including the launch of a private investment fund focused on early-stage technology companies.
Will is a frequent speaker at industry events and has contributed to various finance-related publications, sharing his insights on the evolving landscape of wealth management and alternative investments.
Conclusion
With his proven track record of success, extensive industry knowledge, and unwavering commitment to client satisfaction, Will Shannon is poised to continue driving Shanrock Partners' growth and further solidifying the firm's position as a premier investment advisory in the Pacific Northwest region.
