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KS

Kim Shannon

Founder and Co-CIO at Sionna Investment Managers
Intro Book
Seasoned investment professional with 22 years of experience in asset management and wealth management.
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Location
Toronto, Ontario, Canada, CA
Skills
  • Asset Management
  • Portfolio Management
  • Investment Advisory
  • Wealth Management
  • Investments
  • Show all
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Bio

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Kim Shannon is a seasoned investment professional with 22 years of experience in asset management, portfolio management, and wealth management. She has founded and established independent investment counseling firms and led teams as a Chief Investment Officer and Senior Vice President at Merrill Lynch Investment Managers. Kim holds a Master of Business Administration, Chartered Financial Analyst, and Bachelor of Commerce and Economics degrees from the University of Toronto.

Experience

  • Sionna Investment Managers
    • Founder and Co-CIO
      • 2002 - Present

      • Founded and established independent investment counseling firm• Strategic alliance with Bridgehouse Asset Managers • Disciplined, bottom-up, stock picking, value investment manager

  • Merrill Lynch Investment Managers
    • Chief Investment Officer, Senior Vice President and Director
      • 1999 - 2002

      • Established equity management capability in Canada and grew assets under management to $2.1 billion• All funds under management were 5 and 4 star rated on Globe funds, Pension Fund was top decile• Managed Mutual funds, Pension Funds and Private Client assets

  • AMI Partners Inc.
    • Partner and Senior Portfolio Manager, Equities
      • 1995 - 1999

      • Managed $2.5 billion large capitalization Canadian Equity portfolio• Contributed to asset allocation decisions• Co-ordinated a team of portfolio managers and research associates• Prepared and presented proposals to new clients and serviced existing clients• Managed the top Quartile Spectrum Inv...

  • Royal & Sun Alliance Company of Canada
    • Investment Manager, Equities
      • 1986 - 1995

      • Managed $700 million Canadian and International Equities

Education

  • University of Toronto
  • C.F.A. Institute
  • University of Toronto
  • University of Toronto

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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