News: Financial Digest

Brian Sheehan 2012

Name: Brian Sheehan Title: Principal/Managing Director Company: Eagle Bridge Capital Locaiton: 33 Broad St., Suite 900, Boston, MA 02109 Place of Birth and Year: Boston, MA - 1971 Family: Wife Lisa, daughter Olivia, son Kaidan College: U Mass Amherst, BS Finance; Simmons College, MS Science & Physical Therapy First Job Outside of Finance: Body Works Physical Therapy, president First Job in Finance or Allied Field: The Cabildo Group, president What do you do now and what are you planning for the future? Arrange debt and equity financing for all types of real estate transactions through the U.S. however our focus is New England. I manage a sponsor equity fund for large multi-family projects in greater Boston Hobbies: Coach sports for my kids, skiing & running Favorite Book: "The Ascent of Money" by Niles Ferguson Favorite Movie: "Field of Dreams" Key to Success: Discipline If you were forced to choose another vocation what would it be? Real Estate Investment Manager
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Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
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Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.