Timothy Shannon
Director of Finance/CFO at Capital Integration Systems LLC
Profile
Timothy B.
Shannon is currently the President & Chief Financial Officer at Capital Integration Systems LLC, President at CAIS Alkeon Innovation Private Series II LP, and President at CAIS Avenue Venture Opportunities Fund II LP.
Previously, he was the Managing Director at Citigroup Private Bank from 2005 to 2007, Chief Operating Officer at Traxis Partners LP from 2007 to 2010, and Chief Operating Officer at Bernstein Global Wealth Management from 2010 to 2012.
Shannon received his undergraduate degree from the University of Pennsylvania in 1994 and his MBA from The Wharton School of the University of Pennsylvania in 2005.
Timothy Shannon active positions
| Companies | Position | Start |
|---|---|---|
Capital Integration Systems LLC
 Capital Integration Systems LLC Investment ManagersFinance Capital Integration Systems LLC (Capital Integration Systems) is a private equity firm founded in 2009 by Rafay H. Farooqui, Jeremy Clifford Norton and Matthew C. Brown. The firm is headquartered in New York. | Director of Finance/CFO | 2013-03-31 |
CAIS Avenue Venture Opportunities Fund Ii LP
 CAIS Avenue Venture Opportunities Fund Ii LP Investment ManagersFinance CAIS Avenue Venture Opportunities Fund II LP is a private equity fund. The private company is based in New York, NY. | President | - |
Cais Alkeon Innovation Private Series Ii LP
 Cais Alkeon Innovation Private Series Ii LP Investment ManagersFinance CAIS Alkeon Innovation Private Series II LP functions as a private equity fund. The private company is based in New York, NY. | President | 2021-10-25 |
Former positions of Timothy Shannon
| Companies | Position | End |
|---|---|---|
Bernstein Global Wealth Management
 Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Chief Operating Officer | 2012-01-31 |
Traxis Partners LP
 Traxis Partners LP Investment ManagersFinance Founded by Barton Biggs in 2003, Traxis Partners LLC is a registered investment advisor located in Greenwich, Connecticut. The firm also manages a hedge fund portfolio for Morgan Stanley (NYSE: MWD). | Chief Operating Officer | 2010-12-30 |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Corporate Officer/Principal | 2007-06-29 |
Training of Timothy Shannon
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
| University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Traxis Partners LP
Traxis Partners LP Investment ManagersFinance Founded by Barton Biggs in 2003, Traxis Partners LLC is a registered investment advisor located in Greenwich, Connecticut. The firm also manages a hedge fund portfolio for Morgan Stanley (NYSE: MWD). | Finance |
Capital Integration Systems LLC
Capital Integration Systems LLC Investment ManagersFinance Capital Integration Systems LLC (Capital Integration Systems) is a private equity firm founded in 2009 by Rafay H. Farooqui, Jeremy Clifford Norton and Matthew C. Brown. The firm is headquartered in New York. | Finance |
Bernstein Global Wealth Management
Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Finance |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
CAIS Avenue Venture Opportunities Fund Ii LP
CAIS Avenue Venture Opportunities Fund Ii LP Investment ManagersFinance CAIS Avenue Venture Opportunities Fund II LP is a private equity fund. The private company is based in New York, NY. | Finance |
Cais Alkeon Innovation Private Series Ii LP
Cais Alkeon Innovation Private Series Ii LP Investment ManagersFinance CAIS Alkeon Innovation Private Series II LP functions as a private equity fund. The private company is based in New York, NY. | Finance |
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