Jerilyn Shannon

As Chief Compliance Officer, Jerilyn plays a critical role at TrinityPoint Wealth. She sees to it that the financial industry’s rules and regulations, which are designed to protect client interests, are adhered to by the firm and its employees.

Prior to this position, Jerilyn spent six years at Beirne Wealth Consulting as Compliance Manager and Human Resources Director, and nearly 16 years at Evaluation Associates/Mercer Investment Consulting, where she served as an Associate Consultant.

Jerilyn holds a Bachelor’s Degree in Applied Actuarial Mathematics from Bryant College and a MBA in Finance from Sacred Heart University.