Jeffrey Clausen

Jeffrey Clausen, CFA, currently serves as Senior Vice President and Senior Client Advisor at Bessemer Trust, a position held since November 2019, following various roles within the firm, including Vice President and Associate Vice President. Prior experience includes working as an Associate at Loughlin Management Partners + Co from June 2018 to November 2019 and returning to Bessemer Trust as an Assistant Vice President where responsibilities included managing a $390 million convertible bond portfolio. Clausen began a career at Bessemer Trust as a Summer Analyst in 2012. Educational credentials include an MBA from NYU Stern School of Business, expected in December 2025, and a BA in Economics from Bates College, completed in 2013.