For our latest episode of Mistakes Were Made, we are joined by Shannon Saccocia, CIO at Boston Private.  

She tells Alex ad Frank about a time she backed a breakaway boutique manager, but things did not turn out as planned. Spoiler alert: ego plays its part.  

Shannon and Frank commiserate with one another about a shared mistake in their respective retirement accounts, and a previous podcast guest gets a kicking (kind of, but not really). Enjoy!