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

Marc D. Stern

Ziad Malik

Max Gelfer

Rita C. Kane

Christian S. Thornburg

Allison D. Heilborn

Michael A. Marquez

Leslie A. Day

Timothy S. McBride

Gerardo Nout

Holly H. MacDonald

Deborah B. Lo Cascio

Peter J. Langas

James L. Kronenberg

Yvette M. Garcia

Elizabeth W. Delo

Patrick S. Boyle

George Wilcox

W. Preston Stahl, Jr.

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

Leadership Team

Information Technology

Client Advisory

Finance and Investment Team

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Leadership Team

Information Technology

Client Advisory