Philadelphia Estate Planning Council

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Kevin Sheehan

PNC Private Bank

 

Member profile details

First name
Kevin
Last name
Sheehan
Organization
PNC Private Bank
Title
Senior Vice President, Client Experience Office
Website
 

Additional Membership Information

Primary Discipline
Investments
Professional Bio
Kevin Sheehan is a senior vice president and client experience strategist for PNC Private Bank. He is a member of the Client Experience Office; a national resource focused on the development and implementation of comprehensive solutions centered on the clients’ experience. Kevin has extensive industry experience including a number of leadership and consultative positions.

Prior to his current role, Kevin was the regional director of relationship strategy for Hawthorn, PNC Family Wealth®, a business dedicated to meeting the needs of ultra-high net worth individuals and families. Kevin managed a team of advisors responsible for delivering an integrated wealth management experience to a limited number of families and individuals. During this period, Kevin also served as a senior relationship strategist.

Before joining PNC, Kevin was a Director, Wealth Advisory at Threshold Group, and a Senior Consultant with Family Office Exchange where he advised wealth owners, family offices, and wealth advisory firms. His background includes family education focused on the complexities of wealth, counsel and development of family governance structures, and consulting with financial services firms on sales and service strategies.

Kevin earned a Bachelor of Arts in political science from Western Michigan University and is a Certified Financial Planner®.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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