shannon L. Saccocia CFA

Chief Investment Officer - Wealth

[shannon L. Saccocia CFA @ShannonLSaccoci]

On the weekends, my travel is more local but it still offers the opportunity to see new things, or old things, in a different light.
💡A life of travel isn’t for everyone, but at this point it seems to work for me even if it’s just a drive to watch baseball on a Sunday morning.

[shannon L. Saccocia CFA @ShannonLSaccoci]

📺 Great to be back on CNBC’s Halftime Report this week after my vacation! We talked tech, the broadening trade, and why it’s so important to hit your numbers this quarter.

⬇️ Check out the clip to get the details.

https://t.co/8HzgRZkzT9

[shannon L. Saccocia CFA @ShannonLSaccoci]

@DanteCatoni Thank you

[shannon L. Saccocia CFA @ShannonLSaccoci]

@Kiplinger Want to know why? You’ll have to read the full interview!

https://t.co/GVqKUYwkaa

[shannon L. Saccocia CFA @ShannonLSaccoci]

When I first started in the industry, I lacked so much of the knowledge necessary to succeed, both in my career and in the management of my personal finances - especially starting off with a mountain of student loan and credit card debt.

[shannon L. Saccocia CFA @ShannonLSaccoci]

@Kiplinger From oil volatility and the earnings story in U.S. large caps, to the continued opportunities in small caps and cyclicals, the interview covers the themes we believe are worth focusing on right now.

[shannon L. Saccocia CFA @ShannonLSaccoci]

A wave of mega IPOs could reshape equity markets in ways clients may not see coming. The window to get ahead of it is now.

In the newest episode of So What?, I break down what listings like SpaceX, Anthropic, and OpenAI could actually mean for benchmark composition and the concentration risk already building inside passive strategies.

[shannon L. Saccocia CFA @ShannonLSaccoci]

BOS > LGA > FLL > LGA > BOS in 48 hours = a fitting way to wrap up the first half of 2026.

I took fewer pictures and gave more hugs, turned off my phone and spent time thinking, listened more and tried to talk less…all in an effort to be present and interested in everything that was important to the people around me.

Advisors, clients, colleagues, and friends - thanks to all of you for adding to my experience and making the first half of this year incredibly fulfilling. I’ll see you on the other side.

[shannon L. Saccocia CFA @ShannonLSaccoci]

Will YOU be at ALTSNY?

No conflict with the World Cup OR the Knicks Parade…so hope to see you there!

[shannon L. Saccocia CFA @ShannonLSaccoci]

@Karen___ward Excellent topic. Looking forward to the insights.

[shannon L. Saccocia CFA @ShannonLSaccoci]

Last week I had the opportunity to join some of the most thoughtful voices in finance at CNBC Pro LIVE: Wealth for Women. The event brought top wealth advisor contributors and CNBC journalists to engage with investors and advisors looking for thoughtful, real-world guidance on building long-term financial success. My session was centered around demystifying multi-asset investing to drive greater returns - my passion and the core of many of my discussions with clients at Neuberger Wealth. Getting to be in a room full of driven, knowledgeable female investors was special, and the conversations that came out of it were even better.

A huge thank you to the ladies I had the privilege of sharing the stage with: @karenfinerman, @karencnbc, @Stephanie_Link , and @StocktonKatie, CMT. Thank you, as well, to the CNBC team who brought this together, the amazing journalists who joined us - @ContessaBrewer, @LesliePicker and @KristinaParts - and everyone who attended. I can't wait for the next one!

[shannon L. Saccocia CFA @ShannonLSaccoci]

Private markets present a compelling opportunity set right now, and this is a conversation that might be worth your time. Mark June 2 on your calendar for our upcoming webcast.

I'll be moderating a live discussion with Susan Kasser and Chris Bokosky, CFA, CAIA, two experienced investors in the private markets space. We'll discuss where we see opportunity and how investors might think about navigating the current environment.

As Chief Investment Officer – Wealth at Neuberger, these are the conversations I find most valuable - and I hope you'll join us!

🗓️ June 2 | Register here: https://t.co/ZGD3B95h7a

[shannon L. Saccocia CFA @ShannonLSaccoci]

👩🏼💻 Most of my posts are about investing…which makes sense given my role. 📚As most of my 26 year career has been spent working in wealth management, however, I have spent countless hours with advisors, sitting across the table from clients seeking to define their goals and driving to their desired outcomes. ⬇️ I’m proud of the work I do to help women define their financial identity - and then of course to build a portfolio to bring it to life!

[Markets Group @MarketsGrp]

“It’s not about carving out an alternatives allocation—it’s about building portfolios across a continuum of public and private markets.”
– @ShannonSaccocia, CFA, CIMA®, Chief Investment Officer of Wealth, @neubergerberman.

At #ALTSLA earlier this week, we caught up with Shannon just before she stepped on stage for our closing keynote panel on private wealth and alternative investments.

She shared why private equity and capital solutions like mezzanine are especially compelling right now, how the Fed’s latest outlook is shaping market sentiment, and why it’s time for advisors to rethink how they frame private markets—not as a separate bucket, but as part of an integrated portfolio strategy - with @CourtMcQuade.

Stay tuned for more interviews shot straight from the sidelines of #ALTSLA.

#ALTSLA #MarketsGroupALTS #AlternativeInvestments

[Markets Group @MarketsGrp]

“Good private companies still need liquidity — and secondaries and co-investments are front and center right now.”

— @ShannonSaccocia, CFA, CIMA®, Chief Investment Officer of Wealth, @neubergerberman

As private markets expand deeper into the wealth channel, Saccocia is focused on smart structuring, investor transparency, and practical innovation.

Speaking at #ALTSNY, she shared what’s top of mind:

• Secondaries and co-investments are gaining traction amid a stalled M&A and IPO environment
• Wealth investors are increasingly demanding clarity and access, not just exposure
• Firms like Neuberger Berman are navigating the democratization of alts with a close eye on liquidity pathways and portfolio construction

As the landscape shifts, Saccocia emphasizes that innovation must go hand-in-hand with education — especially as private markets broaden their reach.

With @CourtMcQuade

#ALTSNY

[CNBC's Closing Bell @CNBCClosingBell]

“Investors are sitting on outsized positions in cash,” says @ShannonSaccocia. “Being prescriptive & thinking about where to add exposure based on your long-term view is really what you should be thinking about right now.”

[shannon L. Saccocia CFA @ShannonLSaccoci]

⬇️ Mark your calendars! I am so excited to moderate this timely conversation with Susan Kasser and Chris Bokosky, CFA, CAIA on the opportunities in private markets. They bring a wealth of experience and I'm confident that you will come away from our discussion with a clearer sense of how to navigate these interesting times.