Shannon Saccocia, Chief Investment Officer at NB Private Wealth, was featured in the Barron’s article titled “Why Next-Generation Investors Don’t Want to Invest Like Boomers.” In this piece, Shannon examines the dynamics of the substantial wealth transfer from baby boomers to younger generations, highlighting how next-gen investors are redefining their investment strategies. She explores their preference for innovative and disruptive investments over traditional portfolios, reflecting a shift influenced by their experiences with technology and market events.