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Shannon H. Morton

Senior Portfolio Advisor & Senior Investment Officer | Foundation & Institutional Advisors

Houston, TX | (713) 284-1700

Shannon H. Morton

Expertise

Shannon advises institutional clients on comprehensive investment management strategies. She is dedicated to providing investment solutions in the nonprofit sector with expertise in asset allocation, market and economic strategy; manager selection, investment policy statement development and performance reporting. As Senior Investment Officer, Shannon provides guidance and oversight to Northern Trust’s investment professionals who serve clients in the Western US.

Experience

Shannon has served as a global investment strategist, senior portfolio manager, equity analyst and trader for both domestic and emerging market equity funds, as well as managing director of an outsourced CIO firm, dedicated to serving non-profit institutions.

Community Involvement

Shannon is a Junior Achievement parent volunteer at West University Elementary School.

Joined Northern Trust

2016

Education

Bachelor of Arts in Finance from The University of Texas.

Credentials

Chartered Financial Analyst (CFA).

Houston

Cash Services Available | ATM Available*

Allpoint - Surcharge Free**

MoneyPass - Surcharge Free

Visa – Worldwide Locations

1801 Post Oak Boulevard

Suite 500

Houston, Texas 77056

Call: +1- 713-336-6100
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*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.