Katherine Sheehan Email & Phone Number
Managing Director, Wealth Strategist @ Crestwood Advisors
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Katherine Sheehan Location
- Boston, MA, US
Katherine Sheehan Work
- Managing Director, Wealth Strategist @ (June 2023 - Present)
- Managing Director and Wealth and Fiduciary Strategist @ (June 2022 - June 2023)
- Managing Director and Fiduciary Advisor @ (April 2022 - June 2023)
- Managing Director and Fiduciary Advisor @ (May 2020 - May 2022)
- Managing Director and Senior Trust Officer @ (February 2020 - May 2020)
- Director and Senior Trust Officer @ (February 2019 - February 2020)
- Trust Officer @ (March 2018 - February 2020)
- Partner @ DesRosiers, Tierney & Sheehan, LLC (November 2013 - February 2018)
- Associate @ (September 2011 - October 2013)
- Partner @ Cody & Cody, LLC (July 2007 - August 2011)
- Trust Counsel @ Boston Financial Management, Inc. (January 2003 - January 2007)
Katherine Sheehan Education
- Suffolk University Law School
JD
1999-2003 - Boston College
BS (Poltical Science)
1996-1998 - Boston University 1995-1996
- American University 1994-1995
Katherine Sheehan Skills
- Asset Protection
- Business Formation
- Corporate Law
- Elder Law
- Estate Administration
- Estate Law
- Estate Planning
- Estate Tax Planning
- Gift Tax
- Guardianship
- LLC
- Legal Research
- Legal Writing
- Litigation
- Long Term Care and Special Needs Planning
- Long-term Care
- Powers of Attorney
- Prenuptial Agreements
- Probate
- Trust Administration
- Trusts
- Wills
Katherine Sheehan Summary
- Katherine Sheehan, based in Boston, MA, US, is currently a Managing Director, Wealth Strategist at Crestwood Advisors. Katherine Sheehan brings experience from previous roles at SVB Private and Boston Private. Katherine Sheehan holds a 1999 - 2003 JD @ Suffolk University Law School. With a robust skill set that includes Asset Protection, Business Formation, Corporate Law, Elder Law, Estate Administration and more. Katherine Sheehan has 1 emails on RocketReach.
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