Shannon Ogden, CPA®Director of Accounting

Education & Accreditation:

Certified Public Accountant

B.S. in Accounting, University of Akron



As Director of Accounting for Socius Family Office, Shannon Ogden is responsible for the oversight and maintenance of the firm’s accounting processes and procedures.  In her role, she administers the firm’s technology platform to provide clients with comprehensive reporting and financial statements.  Shannon works closely with other members of the firm to ensure accurate records and timely reconciliation of accounts to make sure clients have immediate access to their financial information.

Shannon began her career as an intern in the audit department of Arthur Andersen LLP. After earning her Bachelor’s degree, she continued her work with Arthur Andersen LLP, then with Associated Materials, Inc. in their internal audit department. Most recently, she worked for the New York Times Regional Media Group as the Compliance and Finance Manager.


What inspired you to join Socius Family Office?

I joined Socius because I knew I would find the role to be challenging yet rewarding.  I was impressed by the powerful technology platform and their long-term vision for the firm. The team at Socius is fantastic; as a “boutique” firm, the culture is unique. Everyone works hard, but we still have fun.

What’s the biggest challenge most people face when it comes to their wealth?

Wealth sometimes produces a more complicated lifestyle. Some may struggle with maintaining or building on that wealth while time constraints may keep others from doing the job on their own. At Socius, our clients are our number one priority and we spend our time helping them manage their investments and finances with the utmost diligence and care.

Where did you grow up and where you do live now?

I grew up in northeastern Ohio. My husband and I moved to west central Florida in 2005 and have lived in South Florida with our two daughters since 2011.

What are your personal interests outside of work? 

I love spending time with my family. We all love to spend time outside, especially at the beach. We enjoy getting together with friends and extended family as well. I also spend a lot of time at our church, volunteering in the nursery and in other capacities.

What’s your favorite food? Any guilty pleasures?

A great steak and king crab legs top my list of favorite foods. As far as guilty pleasures, I try to sneak in a Saturday afternoon nap, if possible. Our girls are young and like to wake up before the sun rises so after a long morning of housework, errands and playing, I am sometimes able to find some time to rest a bit.

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