Matter Team
Shannon Connor
Shannon helps Matter families navigate asset allocation, estate and tax planning, and the unique opportunities and complexities that accompany ultra-high-net-worth wealth. She enjoys delivering comprehensive, personalized strategies that align with each family’s financial goals and long-term vision.
When she joined IWP in 2024, Shannon brought a 20-year background in finance, including experience in public investments, private and alternative investments, venture capital, and real estate. Her background also includes expertise in business development, fundraising, and relationship management.
Shannon holds a BS in accounting with a minor in real estate finance from the University of Colorado and maintains her Series 65 license. She is also a certified death doula and advocate for compassionate end-of-life planning and care.