Shannon at Optivest Wealth Management

Shannon serves as the Director of Client Services at Optivest. It is her pleasure to offer clients personalized lifestyle services complete with full-time Concierge amenities. With a background in fine art, wine consulting and hospitality, Shannon is eager to partner with clients for an array of specialty needs. Learn more about our Concierge services here.

Previously, Shannon spent three years marketing for the arts industry, after spending time in London at Sotheby’s Auction House for Art & Business. Modern and Contemporary art are some of her many passions, along with travel and spending time with her family. Shannon has a Bachelor of Arts from Westmont College in Santa Barbara with additional study in Florence, Italy and London, England. Extensive travel throughout Europe and Australia has given Shannon a global perspective along with an affinity for living life creatively.

Shannon invites you to stay posted for more special events and stimulating lecture series.  To learn more about our future events, please check here!

Meet Our Other Staff Members:
Mark Van Mourick
Bart Zandbergen
Leslie Calhoun
Stella Choi
Dee Cinquegrani
Leon James
Glori Crumpley
Ashlee Enzensperger
Lisa Rae