Bio

Ms. Concannon joined WP Global Partners in 2017 and is actively involved in current and prospective client management and marketing. Prior to joining WP Global Partners, she was an Assistant Vice President at Callan LLC., where she provided analytical support in a variety of areas including client management, performance evaluation, manager research, and special projects. She began her career at UBS Asset Management Inc, where she held roles as a Fund Flow Coordinator in the Operations department and an Associate Portfolio Manager on the U.S. Equities team. Ms. Concannon earned her B.S. in business with a concentration in finance from the Kelley School of Business at Indiana University. She has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Society of Chicago and CFA Institute.