informaconnect.com Open in urlscan Pro
151.101.66.217  Public Scan

Form analysis
0 forms found in the DOM

Text Content

You need to enable JavaScript to run this app.
This website uses cookies, including third party ones, to allow for analysis of
how people use our website in order to improve your experience and our services.
By continuing to use our website, you agree to the use of such cookies. Click
here for more information on our Cookie Policy and Privacy Policy.
closeContinue


This site is part of the Informa Connect Division of Informa PLC

 * Informa PLC
 * About Us
 * Investor relations
 * Talent

This site is operated by a business or businesses owned by Informa PLC and all
copyright resides with them. Informa PLC's registered office is 5 Howick Place,
London SW1P 1WG. Registered in England and Wales. Number 3099067.


May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida


Your 20% VIP Code has been applied.

Discount info is available in your basket.

close
   Homehome
 * Agenda
 * Speakers
 * The Events ▼
    * RIA Edge
    * WealthStack
    * Inside ETFs
    * Satellite Events

 * Sponsors & Exhibitors
 * Networking ▼
    * Networking
    * Attendees

 * Venue ▼
    * Plan Your Visit
    * At Event Safety
    * Sustainability

 * WealthManagement.com

Book Now
Menu
Book
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

SHANNON SPOTSWOOD
PRESIDENT AT RFG ADVISORY


PROFILE

Shannon Spotswood is a 25-year industry veteran in financial services with an
outstanding reputation built on leadership roles in investment banking, hedge
fund management, and business development. At RFG Advisory, Shannon oversees all
aspects of RFG 2.0, a fully integrated platform designed for independent
financial advisors and the implementation of strategic initiatives contributing
to advisor success. Joining RFG Advisory in 2015, Shannon recognized the
opportunity to combine her entrepreneurial experience with her passion to build
an innovative, advisor-focused RIA of the future.

Under Shannon’s leadership, RFG Advisory was named Best Places to Work for
Financial Advisors in 2021 and a Finalist for the InvestmentNews Innovation
Awards 2021. In 2020, Financial Times named RFG Advisory a Top 300 RIA out of
13,000 firms. In 2020, Shannon was named 2020 Women to Watch Honoree by
InvestmentNews and received industry-wide recognition for StrongHer Money, a
turn-key education and advisor referral platform focused on serving women.

In an industry marked by accelerated change and disruption, Shannon is a
standout. She is a frequent speaker at conferences, podcasts, and industry
events on strategic execution, operational excellence, technology, and best
practices on leading, recruiting, and mentoring next-gen talent and financial
advisors. She also has experience talking about start-ups, having built a luxury
children’s clothing brand Busy Bees Kids from the ground floor up. With her
partner, Busy Bees grew from a trunk-show business based in a garage to a
successful brand featured in Vogue and carried in more than 150 stores and
online.

Shannon’s career is characterized by a blend of leadership, vision, and grit.
Before joining RFG Advisory, Spotswood served 20 years in San Francisco, working
as an Investment Banker, Hedge Fund Portfolio Manager, and Entrepreneur. For 10
years Shannon worked at Symphony Asset Management, an $18 billion hedge fund
acquired by Nuveen Investments in 2001 where she spent six years as the
Portfolio Manager of a long-short equity hedge fund. Before that, she worked as
a Research Analyst/Trader at EGM Capital and an Investment Banking Analyst and
Associate in M&A at Volpe, Brown Whelan & Co, a technology-focused investment
bank.

Shannon earned a Bachelor of Arts in Economics and Political Science from the
University of Arizona. She currently serves as Vice Chairman (Chairman beginning
July 21) for the Birmingham Education Foundation and serves on the Advisory
Board of Alabama Futures Fund, an early-stage VC fund.

Shannon lives in Birmingham, Alabama, where she and her husband have raised
their son and two daughters. She enjoys entertaining, outdoor sports, and daily
rides on her Peloton.


AGENDA SESSIONS

 * Scale vs. Service: How Technology Can Allow Wealth Managers to Personalize
   the Delivery of Planning, Investments and “Outcome-Oriented Advice”
   
   Jun 02, 3:15pm
   View Session


SPEAKERS AT THIS EVENT

Prev

Next
Carin Stimolo
VP, Client Experience, Fidelity ESG ProSM
Fidelity ESG ProSM


SEE SHANNON SPEAK

Book Now

 * Wealth__Edge
 * Wealth Management EDGE
 * Wealth Management EDGE

 * Emailregister@informaconnect.com
 * Telephone+1 888 670 8200

 * Home
 * Contact
 * Privacy
 * Terms of Use
 * Terms & Conditions
 * CCPA: Do not sell my personal info