Katie is a Managing Director and Fiduciary Advisor at the Boston office. Prior to joining SVB Private, Katie was a Partner at DesRosiers, Tierney & Sheehan, LLC, and also practiced at Cody & Cody, LLC and Ruberto, Israel & Weiner. Her private practice career concentrated in the areas of estate planning, estate and trust administration, charitable planning, long-term care planning and elder law. Prior to private practice, Katie served as Trust Counsel for Boston Financial Management.
Katie received her undergraduate degree from Boston College (B.A., magna cum laude, 1998), and her law degree from Suffolk University Law School (J.D., magna cum laude, 2003). While in law school, Katie served as a research assistant for Professor Charles E. Rounds, Jr., aiding in the completion of Loring A Trustee’s Handbook (2002 Edition). Katie has given numerous presentations on a variety of estate and long-term care planning topics, and serves regularly as a faculty member for MCLE. Katie is a member of the Massachusetts Bar Association and the Women’s Bar Association, the Boston Estate Planning Council and the Trusts and Estates Consortium.
Katie lives in Duxbury with her husband and three children. In her free time Katie enjoys yoga, cooking and heading to the beach with friends and family.
SVB Private is pleased to announce Director and Senior Trust Officer Katherine Sheehan is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).