Shana brings a wealth of knowledge in investment management. With over two decades of industry experience, she is a highly sought-after media contributor and speaker. Her prior role involved serving as Director of Investments at Cope Corrales, leading the firm’s Alternative Investment Platform, sourcing, conducting due diligence and implementing private investments, private equity, venture and alternative deals. These ranged from illiquid, less-liquid and fully liquid assets. As Chief Investment Officer at Spotlight Asset Group, Shana was responsible for managing the firm’s $450 Million portfolio, including leading the Spotlight Investment Committee, assisting in the management of the firm’s proprietary Buy-Write portfolio, and developing a comprehensive Alternative Investment solution for firm clients. Shana also brings a vast background in market research and analysis through various roles held at Orion Advisor Solutions, Ariel Investments, Fidelity Investments, Mercer Investments, Peak Financial Management, and Russell Investments.
Ms. Sissel has frequently appeared on CNBC, Fox Business News, TD Ameritrade Network, Bloomberg, Yahoo! Finance, Cheddar, NECN, and WCVB-TV Channel 5. Shana lives by example, bringing her story of overcoming adversity, terror and triumph over PTSD to diverse audiences. Ultimately, inspiring others with her grit, resilience, and determination.
Featured Speaker: Inside ETFs 2019, Inside ETFs Canada 2019, Wealth/Stack 2019 , Bloomberg ETFs in Depth 2019, Inside ETFs 2020, WP Advisor Connect Forum 2020 Inside ETFs Canada 2020, Spark Disruptor 2020, Women in Asset Management Summit 2021, The Trading Show Chicago 2021, Excell Conference 2021, Private Wealth Management Leadership Summit 2021, Midwest RIA Summit 2022, The MoneyShow Accredited Investors Virtual Expo 2022, Gladstone M&A Conference 2022, ETP Spring Forum 2022, Inside WealthStack 2022, Inside ETFs 2022, Carson Excell 2022, Private Wealth East Fall Forum 2022, The MoneyShow Orlando 2022, Colorado RIA Summit 2022, Midwest RIA Summit 2023
Her current role is Founder, President, & Chief Executive Officer of Banríon Capital Management. Banríon aims to help small and mid-sized advisory firms develop the best strategy for adding public and private alternatives to their arsenal of portfolio solutions. Although the value of alternative investments has always been evident, communication and execution have remained the biggest hurdles. Their core differentiator is a mission of:
Shana is an innovative market veteran with a proven track record. She assists clients with investment platform development, alternatives in portfolio construction, and developing best practice in alternative investment due diligence. In this role, Ms. Sissel assisted in the launch of Armada ETF Advisors while serving as key advisor in the firm’s recent launch of its first ETF product, the Home Appreciation U.S. REIT ETF (HAUS). With an unparalleled ability to help independent advisors navigate the complex world of alternatives, bridging the gap between public and private opportunities will become a critical foundation for the future of investment management.
She earned a Bachelor of Science Degree in Sport Management from the University of Massachusetts at Amherst before receiving her Master of Business Administration Degree from Bentley University’s McCallum School of Business. Shana is also a proud holder of the Chartered Alternative Investment Analyst designation. (CAIA)
We are beyond thrilled to welcome such an accomplished and multidimensional talent to our team. It’s a great day for Prim6!
