Joseph Limeri

Joseph Limeri, MBA, CFP®, currently serves as the Lead Custody Associate for Settlements at Bessemer Trust, where responsibilities include ensuring the smooth execution of trades and addressing discrepancies in trade details. Previously, Joseph held several positions at Bessemer Trust, including Senior Custody Associate roles focused on mutual funds and asset transfers, and worked as an Analyst in Institutional Oversight at Goldman Sachs, where expertise in financial regulations and client account management was developed. Joseph's earlier experience includes roles at Aspiriant, BNY Mellon, and Morgan Stanley, supplemented by internships at BNY Mellon. An academic background includes an MBA from Saint Joseph's University, an Advanced Diploma in Financial Planning from NYU, and a Bachelor's degree in Business Administration and Finance from West Virginia University.