Danielle R. Greene is a Managing Director and Fiduciary Advisor with SVB Private.
Ms. Greene has over fifteen years of experience addressing sophisticated trust and estate administration and planning matters, both as a professional fiduciary administrator and a practicing attorney.
Ms. Greene joined SVB Private in February, 2016 after serving as a Trust and Estate Advisor for a long standing multifamily office that provides investment management and fiduciary services to individuals and families. In that role, Ms. Greene was involved in all aspects of trust and estate administration; wealth planning, including the review of trusts and other estate planning documents; and client management. Additionally, Ms. Greene served on the company’s Fiduciary Risk Management and Trust Administration committees.
Prior to entering the private banking field, Ms. Greene was a practicing attorney. Her practice focused on estate planning, trust and estate administration, taxation, and fiduciary litigation matters. Her representations focused on high net worth individuals as well as corporate and individual fiduciaries. Ms. Greene is admitted to the Massachusetts, New York, and New Jersey bars.
Ms. Greene earned her Juris Doctor from Villanova University’s Charles Widger School of Law. Prior to law school, she obtained her Bachelor of Science in Accounting from Fairfield University.
Ms. Greene is actively involved in the Boston estate planning community and presents on topics related to trusts and estates. She is a member of the Boston Bar Association, where Ms. Greene serves on the Trusts & Estates Section Steering Committee as Co-Chair of the Trust Administration Committee and has previously served as Co-Chair of the Comminutions Committee. Ms. Greene is also a member of the Boston Estate Planning Counsel and the Trusts and Estates Consortium.