Shannon O'Leary Email & Phone Number

Saint Paul, Mn, Us

Saint Paul & Minnesota Foundation is the largest community foundation in the state of Minnesota. As CIO, leads the 8-member Foundation investment staff stewarding ~$2B in charitable assets and a $2.4M department budget. Member of the Executive Leadership Team and frequent presenter at U.S. and international industry conferences and events. Report to the CEO. EXECUTIVE LEADERSHIP | POLICY DEVELOPMENT | STRATEGIC PARTNERSHIPS• Staffed and managed the Foundation’s Investment Department through the transition from the OCIO model to an internally staffed team. Created Investment Department processes and procedures.• Built trusting relationships across three boards and three investment committees while leading committees through significant changes in the investment portfolios. • Interact with donor-advised fund holders and 200+ non-profits that utilize the Foundation for investment management.• Led committees through rewriting of investment policy statements, including responsible investing policies. INVESTMENT PORTFOLIO MANAGEMENT | DUE DILIGENCE | SELECTION | MONITORING • Anticipate and respond to market events including distressed cycle shifts and complex liquidity needs.• Reposition multiple portfolios to reduce underlying manager expenses, simplify structures, and better meet the needs of donor-advised fund holders and non-profit endowment partners. • Lead due diligence on underlying investment managers across all asset classes; utilize network connections to ensure best-in-class sourcing and access to restricted programs. MISSION-ALIGNED IMPACT INVESTING • Developed a $90M pipeline and mission-aligned deal sourcing, impact measurement, reporting, and managed external consulting resources.• Created and implemented mission-aligned measurement processes and procedures across both public and private investments. Facilitated the Foundation’s successful effort to become the first U.S.-based community foundation to become a UN PRI signatory.

Wilton, Ct, Us

Advisory Committee Member (2020-Present) Commonfund is one of the largest managers of endowment and nonprofit assets in the world.

GroundBreak Coalition is a group of over 40 leaders who aim to mobilize $5.3 billion in capital to achieve racial equity, economic justice, and climate resilience in Minneapolis-St. Paul. They focus on four areas: homeownership, rental housing, commercial development, and BIPOC entrepreneurship.

Minneapolis, Mn, Us

The Advocate Group is a wealth management firm serving 300 families, focused on executives at large local companies. The firm provides clients with comprehensive wealth planning, including charitable and tax advising, and discretionary investment management of millions of dollars in assets. EXECUTIVE LEADERSHIP | POLICY DEVELOPMENT | STRATEGIC RELATIONSHIPS• Member of the Governing Board.• Collaborated with the Governing Board to design and formalize the firm’s investment philosophy.• Revised, re-launched, and implemented compliance processes, procedures, and deliverables to help ensure compliance with standards for a registered investment advisory firm.• Provided leadership to transition the firm from a practice to a business during a period of rapid growth in assets under management while simultaneously managing the exit of a founding partner.INVESTMENT PORTFOLIO MANAGEMENT | DUE DILIGENCE | SELECTION | MONITORING • Created and managed all investment strategies for client portfolios; researched, analyzed, and monitored the investment selections used in high-net-worth client portfolios.• Launched and managed the firm’s trading system and the portfolio and performance reporting system.• Set up, staffed, and managed the firm’s Investment Department; created processes and procedures and led the Compliance, IT, and Operations departments.

Member of a 7-person investment team; served as the primary wealth planning and wealth creation resource for owners of a large, privately held company. Analyzed and assigned valuations to direct private equity investments and participated at the Board level and advised senior management of private equity portfolio companies. Performed extensive due diligence on sub-advised relationships and alternative asset class investments including equity and fixed income, hedge fund vehicles, venture and buyout private equity funds, residential and commercial real estate investment platforms, and niche investments. Managed special projects: designed valuation methodology for concentrated private company holdings; creation of a diversifying asset pool; in-depth analysis of real estate holdings.

Chicago, Il, Us

Registered investment advisory firm offering portfolio management for high-net-worth individuals and institutional investors. Dearborn utilizes both direct and sub-advised investment strategies for clients. Investment Committee Member. Reported to the CIO. Provided portfolio management services to individual and institutional clients.

Chicago, Il, Us

Bachelor Of Arts - Ba, Major: Economics, Speciality: Physics

Education record