Shannon McAllister is a Vice President for the J.P. Morgan Private Bank where she is responsible for developing and overseeing every aspect of successful client relationships. Shannon provides banking, investment management, and wealth planning to high net worth executives, founders and families in New England. Prior to joining J.P. Morgan, Shannon served as a Wealth Advisor at Athena Capital LLC and The RINET Company, both independent multi-family offices, and began her career with the Ayco and Goldman Sachs in New York, before moving to Brookline. Shannon is co-chair for the Women on The Move in the North East, has served on the executive board for the Beacon Hill Women’s Forum, and is active with various charitable advisory committees. She is also a member of several professional organizations including Boston Estate Planning Council and Ellevate (formerly 85 Broads). Shannon graduated magna cum laude from Union College with a double major in Mathematics and Managerial Economics, and was elected into Omicron Delta Epsilon, International Honors Society in Economics. She went on to receive her M.B.A. at Union Graduate College. Shannon holds current NASD Series 7 and 63 licenses, and is a candidate for CFP® certification.
