Shanna Palmersheim Attorney Profile on UpCounsel
Shanna Palmersheim

Shanna Palmersheim

Attorney at Law

Chicago
Illinois
Licensed in
IL, IA
University of Iowa
5.0 5
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 2 reviews
About
I am the Managing Member of the firm and have been advising families, businesses and non-profits for over 10 years. I also consult as an attorney for various investment advisers, banks and Fortune 100 companies.

Prior to founding the firm, I practiced law in Chicago as Vice President and Senior Counsel working with such firms as Harley-Davidson Financial Services, The Northern Trust Company and Harbor Capital Advisors. During that time, my law practice focused in the areas of securities regulation. From 2008-2014, I was on the Board of Directors of Amate House, a Chicago non-profit with annual revenue of nearly $1 million.

I attended
… read more law school at the University of Iowa College of Law.
14
Years
experience
A few hours
Response Time
Fortune 500 Badge

Representative Clients

Practice Areas

Client Reviews

5.0
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 2 reviews
Clear Communication
Response Time
Knowledgeable
Meets Deadlines

"Shanna's presentation was great; we wish there had been more time to dig into all of the detail, but the materials Shanna provided were excellent. Many of the tips Shanna gave were very practical things that the new board leadership can easily implement."

Corporate Board of Directors Training
Posted on Dec 3, 2018
Clear Communication
Response Time
Knowledgeable
Meets Deadlines

"We were “super, super” pleased with how the engagement went and how great Shanna was to work with. Shanna went above and beyond what we were looking for. She displayed strong communication and transparency along the way to provide progress updates, for which we were really grateful. We would be very open to working with Shanna again in the future, if and when the opportunity presents itself."

Contract Review Project
Posted on Dec 3, 2018

Work History

Various Investment Advisers, Banks and Fortune 100 Firms

Senior Attorney Consultant

Dec 2014 - Present

Retained by various firms to lead special projects, assist with overflow/coverage or provide specialized training in securities regulation, investment management compliance and related practice areas.
• Assisted in the creation of Global Data Privacy Regulation (GDPR) program, including drafting GDPR policy and serving as a member of company GDPR working group.

Dec 2014 - Present

The Law Offices of Shanna J. Palmersheim

Managing Member

Jul 2014 - Present

Online private practice in the areas of tax and estate planning, agricultural, corporate/small business, mergers and acquisitions and non-profit law. See palmersheimlaw.com.
• Review, negotiate and draft asset purchase agreements, operating agreements, real estate leases, various employment agreements and post-nuptial agreements.

Jul 2014 - Present

Harbor Capital Advisors

Vice President, Senior Counsel and Senior Compliance Manager

Aug 2011 - May 2014

Advised on issues regarding the Investment Company Act of 1940, Investment Advisers Act of 1940, Securities Act of 1933 and other related law. Served as Assistant Secretary to Harbor Funds. Advised on employment issues and company retirement plans, including ERISA. Drafted and negotiated various corporate contracts, including investment advisory agreements. Prepared tax filings.

Aug 2011 - May 2014

The Northern Trust Company

Senior Attorney

May 2008 - Aug 2011

One of two attorneys selected to build investment management legal team. Responsible for the oversight and coordination of corporate governance and regulatory services for 60+ investment companies, including two closed-end hedge fund-of-funds. Drafted mutual fund registration statements. Drafted mutual fund corporate governance documentation, including meeting agendas, resolutions and minutes.

May 2008 - Aug 2011

Peregrine Financial Group

Associate Counsel

Nov 2007 - Apr 2008

Transactional attorney for a commodities futures and options trading firm. Drafted and negotiated corporate contracts, including technology licensing, non-disclosure, associated person agreements and commercial real estate leases. Registered and maintained company trademarks and copyrights, including preparation of substantive filings. Performed due diligence and advised on corporate acquisitions.

Nov 2007 - Apr 2008

Harley Davidson Financial Services

Senior Treasury Analyst

Oct 2005 - Jun 2007

Administered asset-backed securities program; prepared all SEC filings and offering memoranda. Supervised the negotiation of credit/banking-related legal agreements. Drafted corporate documentation. Monitored compliance with state and federal banking regulations.

Oct 2005 - Jun 2007

State Street Corp.

Senior Accountant

Aug 1999 - Aug 2002

Supervised accounting/custody operations for 100 insurance and mutual fund portfolios and $1.5 billion in assets.

Aug 1999 - Aug 2002

Want to work with
Shanna Palmersheim?

Get Free Proposals

Share Shanna's
profile with your network