Shannon Poach has been employed at Sterling since 2006, managing significant responsibilities for affluent clientele. She initially joined the financial department under the CFO, then advanced to overseeing substantial foundation scholarship initiatives and associated community programs. She now directs Ultra High Net Worth Concierge Services, handling comprehensive financial and estate matters including personal and family finances, insurance portfolio reviews, estate and property oversight, and payroll management.
Her responsibilities span tax return filing, charitable expense documentation, and multi-property administration. In her estate manager capacity, she evaluates contractors, supervises construction initiatives, and manages the acquisition and upkeep of vehicles, maritime vessels, aircraft, and other significant assets. She additionally coordinates luxury travel arrangements, addresses technology matters, and provides various specialized services.