William C. Shannon CIMA®, CPWA®
Director of Strategic Growth
Education

B.A., University of Illinois at Urbana-Champaign
MBA with distinction in Finance and International Business, DePaul University

Professional Certifications

Certified Investment Management Analyst® professional
Certified Private Wealth Advisor® professional

Personal

Active fan of English Labrador retrievers, youth hockey and traveling with family

William C. Shannon

As Director of Strategic Growth, Bill leads growth strategy, process, and implementation for the firm.

Bill has over 25 years of executive experience in financial services. By focusing on client objectives, he has a proven record of successfully leading and coaching teams to deliver an excellent client experience. His background includes senior roles at large financial institutions and an investment management firm. Areas of expertise include investment management and advisory, practice management, financial planning and banking for affluent individuals and families.

Prior to joining Altair, Bill was Market Head of HSBC Private Banking for the Central United States and Managing Director in BMO Private Bank. He completed executive education at The Wharton School and the University of Texas, holds an MBA with distinction from DePaul University, and a bachelor’s degree from the University of Illinois at Urbana-Champaign. Bill is a Certified Investment Management Analyst® professional and Certified Private Wealth Advisor® professional.

Outside of Altair, he serves as nonprofit board member for the Barrington Area Community Foundation as Chair of Donor Stewardship and WINGS Program, Inc. as Treasurer of the Chair of Finance and Investment committee.

Bill is originally from the Chicago area and now resides in North Barrington with his wife and children.