Shannon is a member of our Vistage Trusted Advisor Group in Houston. He is a Principal with Bernstein Private Wealth Management. Bernstein serves as confidants to some of the world’s most astute investors, helping them solve complex challenges—ones that extend well beyond wealth management.
Shannon has an MBA from MIT in Finance and Entrepreneurship. He is a devoted husband and father and an avid golfer.
I was introduced to Shannon two years ago and quickly developed a friendship as well as respect for his passion for helping his clients and his peers in our group.
Shannon is a valued member of our Trusted Advisor Group and goes out of his way to contribute and support his fellow members. A perfect example is this month’s economic report and interview with economic expert, Eric Winograd.
Thanks, Shannon, for this excellent and timely information to help us navigate this economy and business environment.
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