Shannon O'Connor

Shannon O'Connor is currently an Associate at Summit Trail Advisors based in New York, NY, where she provides tailored support in wealth management and investment advisory services for high-net-worth clients. In her role, she focuses on facilitating client communications, assisting with portfolio administration, and supporting the delivery of comprehensive wealth strategies across various asset classes.

Prior to joining Summit Trail Advisors in March 2024, Shannon served as a Client Service Associate at Morgan Stanley, where she developed strong expertise in client relationship management, investment operations, and advisory support. Her background has provided her with a solid foundation in portfolio management processes, client account servicing, and cross-functional collaboration in the investment management industry.

Shannon holds a Bachelor’s degree in Political Science and Government from Franklin & Marshall College, reflecting her analytical and strategic approach to problem-solving. Her experience spans traditional equities, fixed income, and multi-asset investment strategies, supporting clients' diverse financial goals with precision and a client-centric mindset.