Bessemer Trust
Bree Sterne is a seasoned investment strategist with extensive experience in the financial sector. Currently serving as Principal and Senior Investment Strategist at Bessemer Trust since July 2018, Bree has previously held positions in special situations at P. Schoenfeld Asset Management (2017-2018) and as an MBA Summer Associate at TPG Global in 2016. Prior to that, Bree worked as an Equity Research Associate at J.P. Morgan from 2011 to 2015. Educational background includes a Bachelor of Arts from Harvard University and a Master of Business Administration from The Wharton School, complemented by foundational education at Chapin School.
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Bessemer Trust
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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.