Timothy Sheehan is the Senior Wealth Director for BNY Mellon Wealth Management, and is responsible for new business development in the southeast. Tim works with individuals, families, foundations and endowments to identify how BNY Mellon Wealth Management’s capabilities can help them reach their wealth management goals.
Tim is responsible for advising affluent families and institutions with their portfolios, trusts, estates, foundations, endowments and retirement plans making him a trusted advisor to wealthy families and institutions throughout the Southeast. In conjunction with BNY Mellon’s Portfolio Team and Wealth Strategist, he works closely with his client’s tax and legal advisors on all matters ranging from tax and estate planning, concentrated stock positions, sale of privately held business, and family governance. Connect with him on LinkedIn.