Patti Shannon, CFA

Vice President, Portfolio Manager

Contact

Bio

Patti joined Leith Wheeler Investment Counsel in 2011 to expand the practice in Alberta from our Calgary office. She is responsible for the discretionary investment management of Private Client and Foundation portfolios.

Prior to joining Leith Wheeler, Patti spent nine years with a wealth management firm in Calgary as a Portfolio Manager. She graduated from the University of Alberta with a Bachelor of Science degree and holds the Chartered Financial Analyst (CFA) designation. She is passionate about sharing her knowledge through teaching investment courses for women and young adults.

Details

Office

Calgary

Direct

403-648-4848

LinkedIn

Contact Patti Shannon