Profil
Ms. Shannon S.
Lemon is Chief Compliance Officer & Managing Director at Osborne Partners Capital Management since May 1994.
Ms. Lemon also sits on the Board of Directors for the Advent Users Group as President, a non-profit organization that addresses specific needs in portfolio management.
Ms. Lemon received her Bachelor of Arts degree in Psychology from the University of Colorado at Boulder.
She is a Certified Financial Planner Practitioner.
Anciens postes connus de Shannon Stacy Lemon
| Sociétés | Poste | Fin |
|---|---|---|
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Gestionnaire de Portefeuille-Actions | 12/11/2010 |
Formation de Shannon Stacy Lemon
| The University of Colorado | Undergraduate Degree |
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| Entreprise privées | 1 |
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Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Finance |