Latest / Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
How Shannon Saccocia, the CIO of $67B AUM Neuberger Berman Private Wealth, thinks about the changing role of alternatives in client portfolios
Today’s show brings us inside the mind of a top allocator and CIO in the private wealth world.
We talk with Shannon Saccocia, the CIO of Neuberger Berman Private Wealth, a division of NB that has almost $70B of assets under management. With over 24 years of experience, Shannon brings a wealth of knowledge on private markets to bear. At NB Wealth, she works closely with investment leadership to establish market views, asset allocation, and portfolio recommendations tailored specifically for NB Private Wealth clients.
Prior to joining NB, she was the CIO for 5 years at SVB Private and Boston…
The skinny
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