Shannon Spotswood is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management and business development. Joining RFG Advisory in 2015, she oversees the implementation of strategic initiatives contributing to advisor success.
A dynamic thought leader, Spotswood is a sought-after speaker on operational excellence, technology, and mentoring the next generation of talent. Her career began in San Francisco, where she distinguished herself as an investment banker, hedge fund portfolio manager, and entrepreneur. She spent a decade managing Symphony Asset Management’s $18B hedge fund, following earlier roles in M&A and equity research.
From finding strategic partners to going all-in on their own destiny, advisors who want to compete without compromising have multiple paths forward – with different tradeoffs – to consider.
