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Shannon O’Leary
Chief Investment Officer of the St. Paul & Minnesota Foundation, overseeing $1.8 billion for the community foundation. Employs a relationship-driven approach to investing.
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Mar 10, 2025
• 60min
Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
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Shannon O’Leary is the Chief Investment Officer of the St. Paul & Minnesota Foundation, managing $1.8 billion with a focus on community impact. She discusses the power of relationship-driven investing and candid communication. Shannon shares her transition from for-profit to philanthropy, emphasizing trust-building after staff changes. She reveals insights from bringing her daughter to manager meetings, highlighting the value of diverse perspectives. Lastly, she navigates the challenges of private market investing and outlines her personal aspirations.
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