Disclosure certainty 4/5 debate potential 1/5

O'Leary: Foundation shifted from consultant-driven to team-led investment model

Shannon O'Leary · Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435) · Mar 10, 2025 · at 25:27

Shannon O'Leary, CIO of the Saint Paul & Minnesota Foundation, explains governance and operational changes made during her tenure.

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“What I came into was functionally a very consultant-driven model, and we had an opportunity to shift from that consultant-driven model to a team-led approach. Which is what we've done.”

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