Nick Caso

Nick Caso is a seasoned finance professional with extensive experience in investment management and client advising. Currently serving as Senior Vice President at Bessemer Trust since May 2017, Nick has progressed through roles of Vice President and Assistant Vice President within the firm. Prior to Bessemer Trust, Nick participated in the Management Development Program at M&T Bank, focusing on retirement and estate planning. Experience also includes roles as a Summer Brokerage Analyst at Morgan Stanley and National Securities, where Nick developed financial reports and research on investment opportunities. Nick holds a Bachelor of Arts in Economics from Hamilton College and an MBA in Finance from NYU Stern School of Business.