Shannon Nielsen

Shannon Nielsen is an experienced RIA investment advisory operations professional specializing in client management and customer service. Previously, Shannon served as an Assistant Portfolio Manager at Atherton Lane Advisers, LLC, and held the position of Client Services Specialist at Frontier Wealth Management, where they supported ultra high net worth clients and managed custodial relationships. Shannon has also worked as a part of the product team at Advent Software and currently occupies the role of Senior Client Management Consultant at CAPTRUST. Shannon holds a BA in Communications and Journalism from the University of Northern Colorado and completed the Registered Paraplanner Program at the College for Financial Planning.