Shannon Thomas Wardlaw, CFP®

As a Director, Shannon Wardlaw serves in a senior advisory capacity, contributing institutional expertise to Hamilton Point’s Investment Committee and providing strategic guidance on portfolio construction, asset allocation, and investment governance. She advises on complex client situations, supports fellow advisors with her perspective on risk management and long-term planning, and helps ensure Hamilton Point’s investment approach reflects best practices drawn from decades of experience with institutions and families. Her role draws on her ability to see the big picture and translate it into disciplined, client-centered strategies.

Shannon brings more than 20 years of experience in investment management, including her tenure as a Managing Director at Cambridge Associates, where she advised foundations, endowments, and family offices with assets ranging from $40 million to $2 billion. Her work included constructing customized portfolios, developing asset allocation frameworks, and advising on governance and spending policies. This institutional background gives her a unique ability to address complex challenges and create solutions that support long-term goals. Shannon also brings genuine insight into the financial and emotional complexities clients face during major life transitions—perspective shaped by her own experience navigating loss.

Outside the office, Shannon enjoys spending time with her son and supporting organizations focused on early childhood education and financial literacy initiatives.