Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.

Investment Management

Bessemer Trust

Bessemer Trust's headquarters in New York, NY, United States

Marc D. Stern

Sal Siminerio

Kay McMaster

Ben Sloan

James Motherway

Arthur Cohen

Luis Mallea

Patrick Darcy

George Kern

Sean Gray

Carolina Rios

Paulina K.

Daniel Murray

Jeffrey Clausen

Bill Maughan

Scott Kantor

Dinyar Kalwachwala

Jeff Mills

Nick Caso

Carrie Packer

Michael Marquez

Cealy Moore

Nicola Knight

Ken Handy

Michael Panzarino

Philip Kalafatis

Brad Burstin

Rebecca Savage

Alec Haverstick

Max Gelfer

Rita C. Kane

Allison D. Heilborn

Michael A. Marquez

Yvette M. Garcia

W. Preston Stahl, Jr.

Stuart S. Janney, III

The Leadership Team at Bessemer Trust is responsible for setting the strategic direction and overarching vision of the firm, ensuring the delivery of exceptional investment management, wealth planning, and family office services. Comprised of senior executives with diverse expertise, the team collaborates to enhance client relationships, drive operational excellence, and uphold the firm's commitment to fiduciary integrity, thereby fostering lasting peace of mind for affluent families across generations.

Leadership Team

The Information Technology team at Bessemer Trust is responsible for managing and securing the firm's technological infrastructure and digital assets. This team oversees client digital programs, data and tax operations, technology research, cybersecurity, and application delivery to ensure robust and secure investment management and wealth planning services. They play a critical role in advancing the firm's digital strategy and maintaining platform security to support seamless client experiences.

Information Technology

The Client Advisory team at Bessemer Trust provides personalized advisory services to individuals and families with significant wealth. They offer tailored financial solutions, including investment management, wealth planning, and family office services, to help clients achieve long-term financial security and peace of mind. This team leverages their deep expertise to address complex financial needs and deliver exceptional client service.

Client Advisory

The Finance and Investment Team at Bessemer Trust is responsible for developing and executing comprehensive investment strategies and financial planning for clients with substantial wealth. This team oversees portfolio management, conducts corporate financial analysis, and ensures the effective implementation of wealth preservation and growth tactics, aligning with clients' long-term goals and values.

Finance and Investment Team

Bessemer Trust

Org chart

Board & advisors

Teams

Leadership Team

Information Technology

Client Advisory

Finance and Investment Team

Offices

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