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Shannon Graham, CPWA®

Partner, Relationship Manager

“Somewhere, something incredible is waiting to be known.”
— Carl Sagan

Neither astronomer nor astrophysicist, I am nonetheless fascinated by what I don’t know. My thirst for knowledge is insatiable and I am passionate about seeking answers to quandaries I encounter in work and in life. This serves me well in my role at Impact Capital Partners, where I am both liaison and concierge for our clients. Whatever clients need, they can turn to me first. I use my breadth of knowledge and experience to answer questions, help resolve issues and leverage the nuanced skills of my partners.

Collaborating with partners dedicated to improving people’s lives and giving them the peace of mind to enjoy their wealth comfortably is rewarding and worthwhile. The details of the work we do for our clients may not always be glamorous, but they are vital; I manage them seamlessly, essential to our service-oriented mission. Most meaningful to me is hearing a client say, “Thank you for making that so easy.”

Growing up in a family that rarely discussed finances made me curious. From a young age, I wanted to learn about building and managing wealth. I started my career at a local Wisconsin bank before earning my investment licenses with Chase Investment Services Corporation. I advanced from a Licensed Personal Banker to a Representative on the equity trading desk and then a Registered Client Service Associate on a wealth management team. I have been fortunate to work with many respected advisor teams both at J.P. Morgan and UBS, the ideal preparation for my role serving our highly valued clientele at Impact Capital Partners.

I graduated from the University of Wisconsin-Whitewater with a degree in International Studies and Public Diplomacy and now live in Littleton, Colorado with my husband, daughter Marley and a boy we will welcome this May. We enjoy our cabin in the Sangre de Cristo mountains and hiking Colorado’s many trails. I am an avid reader and promote the same enthusiasm in my family!