Shannon Thibeaux-Burgess

As a Senior Vice President of Relationship Management, Shannon Thibeaux-Burgess is responsible for developing and maintaining client relationships by working closely with clients and the Ultimus service teams to ensure high client satisfaction levels. Among her many responsibilities, Shannon focuses on offering asset management clients the breadth of customized services and assisting them with product expansion as needed.

Prior to joining Ultimus in July 2022, Shannon served as Head of Regulatory Services at J.P. Morgan Chase & Co. in Boston, Massachusetts. Prior to that, she served as Chief Administrative Officer on the Fund Administration Legal team at State Street Bank and Trust Company. Much of her experience lies in regulatory services and board governance, which involves regular interaction with clients and trustees, and a strong working knowledge of the rules that govern ’40 Act registered products.

Shannon received her bachelor’s degree in Political Science from Boston University and her master’s degree in Business Administration from Simmons University. She has been in the industry since 1998.