Shawnee Sax

Shawnee Sax is a Portfolio Manager at H.M. Payson & Co. based in Portland, Maine, where she has managed client portfolios since 1996. In her current role, she works closely with individuals, families, and institutions to develop and implement tailored investment strategies that align with each client’s financial goals and preferences.

Her expertise encompasses active management of diversified portfolios across a broad range of asset classes, including U.S. and international equities, fixed income, mutual funds, exchange-traded funds (ETFs), and money market instruments. Sax's work often includes sector allocation, risk management, and exposure to specialized segments such as foreign equities, real estate, high-yield bonds, and commodities.

Sax holds a Bachelor of Commerce degree from Dalhousie University and an MBA from Husson College. She is noted for her long-standing commitment to prudent portfolio construction, systematic investment processes, and delivering personalized service within the firm’s collaborative investment management team.