Bessemer Trust Company
Description
Bessemer Trust, founded in 1907, is a private, independent office that oversees more than $140 billion for over 2,500 families, foundations, and endowments. The firm has their headquarters in New York City and 19 regional offices elsewhere in the world. Headquarters: New York City, NY CEO: Marc D. Stern President: George Wilcox Chief investment officer: Rebecca Patterson Founder: Henry Phipps Jr. Founded: 1907
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Bessemer Trust Company Employees
Employee
Years
Job
Industry
Thaddeus R. Shelly, III Thaddeus R. Shelly, III's Bessemer Trust Company Experience February 1998 - March 2009
Job Managing Director, Senior Advisor at Tiedemann Wealth Management
Industry Investment Management
Experience
Tiedemann Wealth Management April 2013 - Present
Lazard Wealth Management LLC June 2009 - March 2013
Bessemer Trust Company February 1998 - March 2009
Legg Mason July 1992 - February 1998
Goldman Sachs & Co. June 1984 - July 1992
Skills
Investments, Management, Private Equity, Equities, Alternative Investments, Asset Management, Hedge Funds, Investment Banking, Fixed Income, Valuation, Portfolio Management, Investment Advisory, Capital Markets, Investment Management, Mergers & Acquisitions, Emerging Markets, CRM, Wealth Management, Due Diligence
Education
The College of William and Mary 1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
Hampden-Sydney College 1971 — 1975
Bachelor of Arts (BA), Economics
Tiedemann Wealth Management April 2013 - Present
Lazard Wealth Management LLC June 2009 - March 2013
Bessemer Trust Company February 1998 - March 2009
Legg Mason July 1992 - February 1998
Goldman Sachs & Co. June 1984 - July 1992
Skills
Investments, Management, Private Equity, Equities, Alternative Investments, Asset Management, Hedge Funds, Investment Banking, Fixed Income, Valuation, Portfolio Management, Investment Advisory, Capital Markets, Investment Management, Mergers & Acquisitions, Emerging Markets, CRM, Wealth Management, Due Diligence
Education
The College of William and Mary 1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
Hampden-Sydney College 1971 — 1975
Bachelor of Arts (BA), Economics
Jesus Felicie Jesus Felicie's Bessemer Trust Company Experience December 2004 - Present
Job Assistant Web Designer at Bessemer Trust Company
Industry Graphic Design
Experience
Bessemer Trust Company December 2004 - Present
Skills
User Interface Design, Illustrator, Adobe Creative Suite, Information Architecture, Photoshop, HTML, Microsoft Office, PowerPoint, SEO, Facebook, Social Media, Editing, Microsoft Excel, Social Media Marketing, Email Marketing, Content Management, Microsoft Word, Typography, Social Networking
Education
Kean University 2009 — 2013
Still Attending, Graphic Design
MCC 2006 — 2008
Associate's degree, Design and Visual Communications, General
Bessemer Trust Company December 2004 - Present
Skills
User Interface Design, Illustrator, Adobe Creative Suite, Information Architecture, Photoshop, HTML, Microsoft Office, PowerPoint, SEO, Facebook, Social Media, Editing, Microsoft Excel, Social Media Marketing, Email Marketing, Content Management, Microsoft Word, Typography, Social Networking
Education
Kean University 2009 — 2013
Still Attending, Graphic Design
MCC 2006 — 2008
Associate's degree, Design and Visual Communications, General
Kayce King, CFA Kayce King, CFA's Bessemer Trust Company Experience May 2000 - December 2001
Job Director, Abbot Downing
Industry Investment Management
Experience
Abbot Downing December 2001 - Present
Bessemer Trust Company May 2000 - December 2001
Northern Trust Bank of Florida April 1991 - April 2000
Skills
Family Dynamics, Estate Planning, Investment Strategies, Charitable Gift Planning, Wealth Management, Investment Management, Alternative Investments, Retirement Planning, Asset Allocation, High Net Worth..., Asset Management, Investments, Wealth Management..., Portfolio Management, Series 7, Hedge Funds, Investment Advisory, Securities, Fixed Income, Equities, Banking
Education
UNC Chapel Hill 1982 — 1986
AB, Economics
Abbot Downing December 2001 - Present
Bessemer Trust Company May 2000 - December 2001
Northern Trust Bank of Florida April 1991 - April 2000
Skills
Family Dynamics, Estate Planning, Investment Strategies, Charitable Gift Planning, Wealth Management, Investment Management, Alternative Investments, Retirement Planning, Asset Allocation, High Net Worth..., Asset Management, Investments, Wealth Management..., Portfolio Management, Series 7, Hedge Funds, Investment Advisory, Securities, Fixed Income, Equities, Banking
Education
UNC Chapel Hill 1982 — 1986
AB, Economics
Frank Helsom Frank Helsom's Bessemer Trust Company Experience 2000 - 2002
Job Independent Investment Management Professional
Industry Investment Management
Experience
Currently Retired 2003 - Present
Community Foundation of Broward 2004 - 2012
Bessemer Trust Company 2000 - 2002
Skills
Fundraising, Strategic Planning, Public Relations, Public Speaking, Leadership, Customer Service, Team Building, Small Business, Nonprofits, Management, Marketing Strategy, Leadership Development, Business Planning, Coaching, Marketing, Asset Management
Education
Northwestern University 1980 — 1982
MM, Business
Currently Retired 2003 - Present
Community Foundation of Broward 2004 - 2012
Bessemer Trust Company 2000 - 2002
Skills
Fundraising, Strategic Planning, Public Relations, Public Speaking, Leadership, Customer Service, Team Building, Small Business, Nonprofits, Management, Marketing Strategy, Leadership Development, Business Planning, Coaching, Marketing, Asset Management
Education
Northwestern University 1980 — 1982
MM, Business
Rich Toomey Rich Toomey's Bessemer Trust Company Experience February 1998 - October 2001
Job CEO at TechKnowSys Corp
Industry Information Technology and Services
Experience
TechKnowSys Corp November 2013 - Present
Baldwin & Obenauf, Inc. December 2010 - November 2013
NJSFDA June 2008 - December 2010
TechKnowSys Corp January 2004 - June 2009
Bessemer Trust Company February 1998 - October 2001
Zyga Corp 1995 - 1996
United States Marine Corps 1982 - 1986
Skills
Software Design, Management, Integration, Web Development, Databases, Enterprise Software, E-commerce, Database Design, Web Applications, Budgets, Information Technology, Requirements Analysis
Education
New Jersey Institute of Technology 1991 — 1995
B.S., Computer Science
TechKnowSys Corp November 2013 - Present
Baldwin & Obenauf, Inc. December 2010 - November 2013
NJSFDA June 2008 - December 2010
TechKnowSys Corp January 2004 - June 2009
Bessemer Trust Company February 1998 - October 2001
Zyga Corp 1995 - 1996
United States Marine Corps 1982 - 1986
Skills
Software Design, Management, Integration, Web Development, Databases, Enterprise Software, E-commerce, Database Design, Web Applications, Budgets, Information Technology, Requirements Analysis
Education
New Jersey Institute of Technology 1991 — 1995
B.S., Computer Science
Sasha Klein Sasha Klein's Bessemer Trust Company Experience August 2010 - February 2015
Job Senior Vice President / Director of Trusts and Wealth Services
Industry Law Practice
Experience
Sabadell United Bank February 2015 - Present
Bessemer Trust Company August 2010 - February 2015
Comiter, Singer, Baseman & Braun LLP August 2007 - August 2010
Broad and Cassel 2006 - 2007
PureHealth January 2005 - August 2006
Vanderbilt University December 2003 - May 2005
Broad and Cassel May 2004 - August 2004
Vanderbilt University January 2003 - December 2003
Broward County Attorney's Office May 2003 - August 2003
Abercrombie & Fitch 2001 - 2002
Skills
Estate Planning, Trusts, High Net Worth..., Estate Tax Planning, Wealth Management..., Financial Planners, Wealth, Retirement Planning, Corporate Law, Investments, Investment Management, Tax Law, Alternative Investments, Wills, Securities, Wealth Management, Mutual Funds, Estate Law, Strategic Planning, Tax, Asset Allocation, Hedge Funds, Series 7, Private Banking, Trust Services, Strategic Financial..., 401k, Trust Management, Business, Private Equity, Asset Protection, Accounting, Fiduciary, Income Tax, Legal Research, Litigation, Mergers & Acquisitions, Due Diligence, Asset Management, Investment Advisory, Succession Planning, Financial Services, Equities, Investment Strategies, Financial Advisory, Risk Management, Retirement, Legal Writing, Portfolio Management, Uniform Combined State...
Education
Vanderbilt University Law School 2002 — 2005
Juris Doctorate, Law
Vanderbilt University Law School 2002 — 2005
Law and Business Certificate, Business
University of Florida - Fredric G. Levin College of Law
LL.M., Masters in Tax Law
Richmond, The American International University in London 2000 — 2001
Study Abroad Program, International Finance, Managerial Economics, & the Multi-National Corporation
University of Florida - Warrington College Of Business 1998 — 2001
B.S.B.A., Business Finance/Management, Summa Cum Laude
Sabadell United Bank February 2015 - Present
Bessemer Trust Company August 2010 - February 2015
Comiter, Singer, Baseman & Braun LLP August 2007 - August 2010
Broad and Cassel 2006 - 2007
PureHealth January 2005 - August 2006
Vanderbilt University December 2003 - May 2005
Broad and Cassel May 2004 - August 2004
Vanderbilt University January 2003 - December 2003
Broward County Attorney's Office May 2003 - August 2003
Abercrombie & Fitch 2001 - 2002
Skills
Estate Planning, Trusts, High Net Worth..., Estate Tax Planning, Wealth Management..., Financial Planners, Wealth, Retirement Planning, Corporate Law, Investments, Investment Management, Tax Law, Alternative Investments, Wills, Securities, Wealth Management, Mutual Funds, Estate Law, Strategic Planning, Tax, Asset Allocation, Hedge Funds, Series 7, Private Banking, Trust Services, Strategic Financial..., 401k, Trust Management, Business, Private Equity, Asset Protection, Accounting, Fiduciary, Income Tax, Legal Research, Litigation, Mergers & Acquisitions, Due Diligence, Asset Management, Investment Advisory, Succession Planning, Financial Services, Equities, Investment Strategies, Financial Advisory, Risk Management, Retirement, Legal Writing, Portfolio Management, Uniform Combined State...
Education
Vanderbilt University Law School 2002 — 2005
Juris Doctorate, Law
Vanderbilt University Law School 2002 — 2005
Law and Business Certificate, Business
University of Florida - Fredric G. Levin College of Law
LL.M., Masters in Tax Law
Richmond, The American International University in London 2000 — 2001
Study Abroad Program, International Finance, Managerial Economics, & the Multi-National Corporation
University of Florida - Warrington College Of Business 1998 — 2001
B.S.B.A., Business Finance/Management, Summa Cum Laude
Brooke Williamson Brooke Williamson's Bessemer Trust Company Experience 2009 - 2010
Job National Account Manager at PIMCO
Industry Investment Management
Experience
PIMCO July 2013 - Present
PIMCO 2010 - Present
Bessemer Trust Company 2009 - 2010
Lazard Asset Management 2006 - 2009
Education
Marymount Manhattan College 2006 — 2007
BS, Business Management
Southern Methodist University 2004 — 2006
N.A, Business
The Hotchkiss School 2001 — 2004
PIMCO July 2013 - Present
PIMCO 2010 - Present
Bessemer Trust Company 2009 - 2010
Lazard Asset Management 2006 - 2009
Education
Marymount Manhattan College 2006 — 2007
BS, Business Management
Southern Methodist University 2004 — 2006
N.A, Business
The Hotchkiss School 2001 — 2004
Richard O. Vandenberg Jr. Richard O. Vandenberg Jr.'s Bessemer Trust Company Experience January 2007 - March 2011
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust March 2011 - Present
Bessemer Trust Company January 2007 - March 2011
Merrill Lynch & Co. January 2000 - May 2003
Goldman Sachs & Co. February 1984 - January 2000
Salomon Brothers Inc. August 1981 - February 1984
Skills
Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Equities, Wealth Management, Private Equity, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Wealth Management..., Series 7, Family Office, Mutual Funds, Bloomberg, Fund Of Funds, Valuation, Finance, Estate Planning, Asset Management, High Net Worth..., Venture Capital, Bonds, Investment Banking, Series 63, Equity Research, Financial Markets
Education
UCLA Anderson School of Management 1979 — 1981
MBA
Brigham Young University 1973 — 1979
BS
International School of Brussels 1971 — 1973
HS diploma
Atlantic Trust March 2011 - Present
Bessemer Trust Company January 2007 - March 2011
Merrill Lynch & Co. January 2000 - May 2003
Goldman Sachs & Co. February 1984 - January 2000
Salomon Brothers Inc. August 1981 - February 1984
Skills
Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Equities, Wealth Management, Private Equity, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Wealth Management..., Series 7, Family Office, Mutual Funds, Bloomberg, Fund Of Funds, Valuation, Finance, Estate Planning, Asset Management, High Net Worth..., Venture Capital, Bonds, Investment Banking, Series 63, Equity Research, Financial Markets
Education
UCLA Anderson School of Management 1979 — 1981
MBA
Brigham Young University 1973 — 1979
BS
International School of Brussels 1971 — 1973
HS diploma
Gail Cotton Michaud Gail Cotton Michaud's Bessemer Trust Company Experience June 2007 - December 2014
Job
Industry Oil & Energy
Experience
Minerale Resources Inc. (part time consulting) February 1999 - Present
Bessemer Trust Company June 2007 - December 2014
First National Bank of Chicago 1993 - 1999
Northern Trust Company December 1988 - September 1993
Education
Southern Methodist University 1995 — 1997
MBA, Business
Southern Methodist University - Cox School of Business 1995 — 1997
MBA, Business
Minerale Resources Inc. (part time consulting) February 1999 - Present
Bessemer Trust Company June 2007 - December 2014
First National Bank of Chicago 1993 - 1999
Northern Trust Company December 1988 - September 1993
Education
Southern Methodist University 1995 — 1997
MBA, Business
Southern Methodist University - Cox School of Business 1995 — 1997
MBA, Business
Karen O'Leary Karen O'Leary's Bessemer Trust Company Experience October 1987 - August 1999
Job Office Manager at American Academy of Family Physicians
Industry Nonprofit Organization Management
Experience
American Academy of Family Physicians April 2012 - Present
American Academy of Family Physicians June 2004 - March 2012
AllianceBernstein September 2001 - May 2004
AllianceBernstein (Formerly Alliance Capital Management) September 1999 - September 2001
Bessemer Trust Company October 1987 - August 1999
Education
Rowan University 1984 — 1987
B.A., Political Science
American Academy of Family Physicians April 2012 - Present
American Academy of Family Physicians June 2004 - March 2012
AllianceBernstein September 2001 - May 2004
AllianceBernstein (Formerly Alliance Capital Management) September 1999 - September 2001
Bessemer Trust Company October 1987 - August 1999
Education
Rowan University 1984 — 1987
B.A., Political Science
Karen Dunn Karen Dunn's Bessemer Trust Company Experience January 1997 - January 2000
Job Office Manager and Accountant
Industry Mining & Metals
Experience
Stavola May 2014 - Present
Main Steel Polishing Company August 2012 - October 2013
KZA Engineering May 2010 - June 2012
CMX Engineering Inc January 2002 - May 2010
Jonathan Green & Sons January 2000 - January 2002
Bessemer Trust Company January 1997 - January 2000
Pathmark Stores Inc January 1993 - January 1997
Skills
Municipalities
Education
Kean University
Bachelor of Science, Business Management
Stavola May 2014 - Present
Main Steel Polishing Company August 2012 - October 2013
KZA Engineering May 2010 - June 2012
CMX Engineering Inc January 2002 - May 2010
Jonathan Green & Sons January 2000 - January 2002
Bessemer Trust Company January 1997 - January 2000
Pathmark Stores Inc January 1993 - January 1997
Skills
Municipalities
Education
Kean University
Bachelor of Science, Business Management
Teresa Thornburg teresa@southbeachties.com's Bessemer Trust Company Experience March 2002 - March 2005
Job Business Owner and Volunteer Professional with Event Planning Experience and Wealth Management Experience
Industry Civic & Social Organization
Experience
South Beach Ties, LLC September 2004 - Present
Junior League of Miami 2008 - 2009
Junior League of Miami 2007 - 2008
Bessemer Trust Company March 2002 - March 2005
Bessemer Trust Company 2001 - 2002
University of Miami January 2000 - January 2001
Skills
Non-profits, special event planning, Volunteer Management, Fundraising, Social Media Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Inventory Management, Inventory Control, Sales Operations, Interviewing Skills, Wealth Management..., Foundations, Time Management, Organizational..., Research Administration, Event Planning, Nonprofits, Management, Social Media, Investments
Education
Emory University
Bachelor of Arts, Psychology
Riverwood HS 1994 — 1997
Cannon Financial Institute
University of Miami
South Beach Ties, LLC September 2004 - Present
Junior League of Miami 2008 - 2009
Junior League of Miami 2007 - 2008
Bessemer Trust Company March 2002 - March 2005
Bessemer Trust Company 2001 - 2002
University of Miami January 2000 - January 2001
Skills
Non-profits, special event planning, Volunteer Management, Fundraising, Social Media Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Inventory Management, Inventory Control, Sales Operations, Interviewing Skills, Wealth Management..., Foundations, Time Management, Organizational..., Research Administration, Event Planning, Nonprofits, Management, Social Media, Investments
Education
Emory University
Bachelor of Arts, Psychology
Riverwood HS 1994 — 1997
Cannon Financial Institute
University of Miami
Jeffrey Dillman Jeffrey Dillman's Bessemer Trust Company Experience July 2008 - November 2009
Job Managing Director, Senior Portfolio Manager, Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust Managing DirectorAtlantic Trust Private Wealth ManagementDecember 2009 - March 2013
Bessemer Trust Company July 2008 - November 2009
The Bank of New York Mellon 2004 - 2008
US Trust 1999 - 2004
Radnor Capital Management 1994 - 1999
Education
Duke University 1976 — 1980
BA, Psych, Economics
Harvard School (now Harvard-Westlake) 1970 — 1976
Chevy Chase Trust Managing DirectorAtlantic Trust Private Wealth ManagementDecember 2009 - March 2013
Bessemer Trust Company July 2008 - November 2009
The Bank of New York Mellon 2004 - 2008
US Trust 1999 - 2004
Radnor Capital Management 1994 - 1999
Education
Duke University 1976 — 1980
BA, Psych, Economics
Harvard School (now Harvard-Westlake) 1970 — 1976
Cecilia B Cavadas Cecilia B Cavadas's Bessemer Trust Company Experience January 2000 - May 2004
Job Senior Business Analyst / Change Manager
Industry Financial Services
Experience
STS Consulting May 2013 - September 2013
BANK OF AMERICA / US TRUST May 2004 - September 2011
BESSEMER TRUST COMPANY January 2000 - May 2004
CIBC WORLD MARKETS January 1998 - January 2000
JP MORGAN – MORGAN GUARANTY TRUST COMPANY January 1995 - January 1998
Education
Berkeley College 1992 — 1994
Associate's Degree, Office Systems Management
Montclair State University
Business Administration and Management, General
STS Consulting May 2013 - September 2013
BANK OF AMERICA / US TRUST May 2004 - September 2011
BESSEMER TRUST COMPANY January 2000 - May 2004
CIBC WORLD MARKETS January 1998 - January 2000
JP MORGAN – MORGAN GUARANTY TRUST COMPANY January 1995 - January 1998
Education
Berkeley College 1992 — 1994
Associate's Degree, Office Systems Management
Montclair State University
Business Administration and Management, General
Lou Mallea's Bessemer Trust Company Experience April 2000 - Present
Job Principal at Bessemer Trust Company
Industry Financial Services
Experience
Bessemer Trust Company April 2000 - Present
DPM Mellon 1987 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Project Management, Business Analysis, Securities, Financial Services, Risk Management, Investments
Education
Rutgers University-New Brunswick 1982 — 1987
Business and Agricultural Economics, Economics, Statistics, Mathematics
Bessemer Trust Company April 2000 - Present
DPM Mellon 1987 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Project Management, Business Analysis, Securities, Financial Services, Risk Management, Investments
Education
Rutgers University-New Brunswick 1982 — 1987
Business and Agricultural Economics, Economics, Statistics, Mathematics
A.C. Ray's Bessemer Trust Company Experience 2002 - 2005
Job Owner, Guiding Medical Alliance
Industry Hospital & Health Care
Experience
Guiding Medical Alliance August 2005 - Present
Bessemer Trust Company 2002 - 2005
Education
Colgate University 1996 — 2000
Guiding Medical Alliance August 2005 - Present
Bessemer Trust Company 2002 - 2005
Education
Colgate University 1996 — 2000
Olchon, Thomas's Bessemer Trust Company Experience December 2004 - Present
Job Senior Vice President at Bessemer Trust Company
Industry Investment Management
Experience
Bessemer Trust Company December 2004 - Present
Education
Gettysburg College 1994 — 1998
Bessemer Trust Company December 2004 - Present
Education
Gettysburg College 1994 — 1998
Judith A. Gordon, JD, CTFA's Bessemer Trust Company Experience February 2014 - Present
Job Principal, Senior Wealth Advisor, Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust Company February 2014 - Present
The Whittier Trust Company January 1998 - February 2014
Seyfarth, Shaw January 1991 - January 1998
Morgan,Lewis & Bockius 1986 - 1990
Coudert Brothers April 1981 - April 1986
Skills
Trusts, Estate Planning, Asset Management, Asset Managment, Wealth Management, Investment Strategies, High Net Worth..., Retirement Planning, Employee Benefits, Tax, Wealth Management..., Wealth, Investments, Financial Advisory, Insurance, Investment Management, Alternative Investments
Education
Brown University
A.B., with honors, American Civilization (multidisciplinary independent major)
University of Virginia School of Law
J.D., Law
Bessemer Trust Company February 2014 - Present
The Whittier Trust Company January 1998 - February 2014
Seyfarth, Shaw January 1991 - January 1998
Morgan,Lewis & Bockius 1986 - 1990
Coudert Brothers April 1981 - April 1986
Skills
Trusts, Estate Planning, Asset Management, Asset Managment, Wealth Management, Investment Strategies, High Net Worth..., Retirement Planning, Employee Benefits, Tax, Wealth Management..., Wealth, Investments, Financial Advisory, Insurance, Investment Management, Alternative Investments
Education
Brown University
A.B., with honors, American Civilization (multidisciplinary independent major)
University of Virginia School of Law
J.D., Law
Bradley Wilds's Bessemer Trust Company Experience 1984 - 1997
Job Principal / Investment Analyst at Trilogy Global Advisors
Industry Investment Management
Experience
Trilogy Global Advisors January 2004 - Present
Citibank Asset Management 2002 - 2004
Mellon Private Asset Management 1998 - 2002
Lehman Brothers 1997 - 1998
Bessemer Trust Company 1984 - 1997
Skills
Financial Modeling, Financial Analysis, Equity Research, Equities, Equity Valuation, Valuation, Asset Management, Portfolio Management, Investments, Emerging Markets
Education
The University of Connecticut
ABA Graduate Trust School at Northwestern University
Trilogy Global Advisors January 2004 - Present
Citibank Asset Management 2002 - 2004
Mellon Private Asset Management 1998 - 2002
Lehman Brothers 1997 - 1998
Bessemer Trust Company 1984 - 1997
Skills
Financial Modeling, Financial Analysis, Equity Research, Equities, Equity Valuation, Valuation, Asset Management, Portfolio Management, Investments, Emerging Markets
Education
The University of Connecticut
ABA Graduate Trust School at Northwestern University
Massimo L. Ballatori, EA, CFP's Bessemer Trust Company Experience November 2004 - December 2007
Job Tax Manager at Morris & McVeigh, LLP
Industry Accounting
Experience
Morris & McVeigh, LLP November 2007 - Present
Bessemer Trust Company November 2004 - December 2007
Deutsche Bank 1995 - 2004
PNC Wealth Management 1991 - 1994
Skills
Estate Planning, Trusts, Tax-planning, Wealth Management, Securities, Investments, Tax, Tax Preparation, Tax Returns, Management, Portfolio Management, High Net Worth..., Financial Services
Education
New York University
CFP, Certified Financial Planner
University of Houston
BBA, Finance and Accountning
University of New Haven
Graduate Certificate in Taxation
Morris & McVeigh, LLP November 2007 - Present
Bessemer Trust Company November 2004 - December 2007
Deutsche Bank 1995 - 2004
PNC Wealth Management 1991 - 1994
Skills
Estate Planning, Trusts, Tax-planning, Wealth Management, Securities, Investments, Tax, Tax Preparation, Tax Returns, Management, Portfolio Management, High Net Worth..., Financial Services
Education
New York University
CFP, Certified Financial Planner
University of Houston
BBA, Finance and Accountning
University of New Haven
Graduate Certificate in Taxation
Brooke Parish's Bessemer Trust Company Experience May 1993 - May 2000
Job Managing Director & Partner at New Providence Asset Management
Industry Financial Services
Experience
New Providence Asset Management June 2014 - Present
Oakum Bay Capital 2012 - July 2013
York Capital Management May 2003 - March 2012
Lazard Asset Management September 2001 - May 2003
ScudderWeiselCapital May 2000 - March 2001
Bessemer Trust Company May 1993 - May 2000
Education
Hobart and William Smith Colleges 1980 — 1984
BA, History
The Loomis Chaffee School
New Providence Asset Management June 2014 - Present
Oakum Bay Capital 2012 - July 2013
York Capital Management May 2003 - March 2012
Lazard Asset Management September 2001 - May 2003
ScudderWeiselCapital May 2000 - March 2001
Bessemer Trust Company May 1993 - May 2000
Education
Hobart and William Smith Colleges 1980 — 1984
BA, History
The Loomis Chaffee School
Abbey Newmark's Bessemer Trust Company Experience January 2012 - Present
Job Funds Transfer Associate at Bessemer Trust Company
Industry Banking
Experience
Bessemer Trust Company January 2012 - Present
New York Commuity Bank December 1988 - October 2011
ATLANTIC MUTUAL INSURANCE COMPANY 1987 - 1988
Education
Kean University 1983 — 1987
MANAGEMENT SCIENCE/FINANCE, FINANCE
Bessemer Trust Company January 2012 - Present
New York Commuity Bank December 1988 - October 2011
ATLANTIC MUTUAL INSURANCE COMPANY 1987 - 1988
Education
Kean University 1983 — 1987
MANAGEMENT SCIENCE/FINANCE, FINANCE
Rita Neftin's Bessemer Trust Company Experience January 1987 - Present
Job Vice President at Bessemer Trust Company
Industry Investment Banking
Experience
Bessemer Trust Company January 1987 - Present
Education
New York University 1981 — 1985
Bachelor's degree, Accounting
Bessemer Trust Company January 1987 - Present
Education
New York University 1981 — 1985
Bachelor's degree, Accounting
Carmine P. Saldutto, CTFA's Bessemer Trust Company Experience June 2013 - Present
Job AVP, Sr. Analyst
Industry Banking
Experience
Bessemer Trust Company June 2013 - Present
Wells Fargo 2007 - 2012
Wachovia Wealth Management 2004 - 2007
Prudential Financial/Wachovia Securities 2000 - 2004
Prudential Financial 1991 - 2000
Skills
Investments, Strong Relationship..., Trust and Estate..., Retirement, Mutual Funds, Financial Advisory, Wealth, Banking, Estate Planning, Management, Private Banking, Strategic Financial..., Insurance, High Net Worth..., Investment Management, Pensions, New Business Development, Relationship Management, Financial Reporting, Wealth Management, Retirement Planning, Asset Allocation, Wealth Management..., Portfolio Management, Finance, Investment Advisory, Series 7, Securities, Financial Services, Asset Management, Series 63, Investment Strategies, Alternative Investments, Loans, Equities, Financial Planning, Fixed Income
Education
Institute of Certified Bankers (ABA Trust Graduate School) 2005 — 2006
Certified Trust & Financial Advisor, Trust & Investments
Bloomfield College 1985 — 1991
BS, Business Administration
Bessemer Trust Company June 2013 - Present
Wells Fargo 2007 - 2012
Wachovia Wealth Management 2004 - 2007
Prudential Financial/Wachovia Securities 2000 - 2004
Prudential Financial 1991 - 2000
Skills
Investments, Strong Relationship..., Trust and Estate..., Retirement, Mutual Funds, Financial Advisory, Wealth, Banking, Estate Planning, Management, Private Banking, Strategic Financial..., Insurance, High Net Worth..., Investment Management, Pensions, New Business Development, Relationship Management, Financial Reporting, Wealth Management, Retirement Planning, Asset Allocation, Wealth Management..., Portfolio Management, Finance, Investment Advisory, Series 7, Securities, Financial Services, Asset Management, Series 63, Investment Strategies, Alternative Investments, Loans, Equities, Financial Planning, Fixed Income
Education
Institute of Certified Bankers (ABA Trust Graduate School) 2005 — 2006
Certified Trust & Financial Advisor, Trust & Investments
Bloomfield College 1985 — 1991
BS, Business Administration
Alan Goldenberg, Esq.'s Bessemer Trust Company Experience September 2007 - December 2007
Job
Industry Accounting
Experience
Friedman LLP January 2008 - Present
Bessemer Trust Company September 2007 - December 2007
Sidley Austin LLP January 2007 - September 2007
Robert L. Lewis and Associates July 2005 - May 2006
Hon. Alcee Hastings, U.S. House Representatives June 2001 - August 2001
Skills
Partnership Taxation, State Tax, Trusts, Management Consulting, Tax, International Tax, Corporate Tax, Income Tax, Tax Accounting, Tax Law, Tax Research, Tax Advisory
Education
New York Law School 2006 — 2007
LL.M, Taxation
Long Island University, C.W. Post Campus 2004 — 2006
M.B.A., Management and Global Business
Touro College Jacob D. Fuchsberg Law Center 2003 — 2006
J.D
Yeshiva University 1999 — 2003
B.S, Accounting 2003
Friedman LLP January 2008 - Present
Bessemer Trust Company September 2007 - December 2007
Sidley Austin LLP January 2007 - September 2007
Robert L. Lewis and Associates July 2005 - May 2006
Hon. Alcee Hastings, U.S. House Representatives June 2001 - August 2001
Skills
Partnership Taxation, State Tax, Trusts, Management Consulting, Tax, International Tax, Corporate Tax, Income Tax, Tax Accounting, Tax Law, Tax Research, Tax Advisory
Education
New York Law School 2006 — 2007
LL.M, Taxation
Long Island University, C.W. Post Campus 2004 — 2006
M.B.A., Management and Global Business
Touro College Jacob D. Fuchsberg Law Center 2003 — 2006
J.D
Yeshiva University 1999 — 2003
B.S, Accounting 2003
Andrew Kelleher's Bessemer Trust Company Experience June 2010 - December 2011
Job Staff Accountant at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown January 2012 - Present
Bessemer Trust Company June 2010 - December 2011
Seton Hall University Recreational Center September 2007 - May 2010
Harshorne Woods Park May 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Accounting, QuickBooks
Education
Seton Hall University 2007 — 2011
Seton Hall University, Stillman School of Business
Bachelor of Science, Business Administration; Accounting
WithumSmith+Brown January 2012 - Present
Bessemer Trust Company June 2010 - December 2011
Seton Hall University Recreational Center September 2007 - May 2010
Harshorne Woods Park May 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Accounting, QuickBooks
Education
Seton Hall University 2007 — 2011
Seton Hall University, Stillman School of Business
Bachelor of Science, Business Administration; Accounting
Candace Sellers's Bessemer Trust Company Experience January 2009 - Present
Job Senior Accountant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust Company January 2009 - Present
Barclays Investment Bank April 2008 - October 2008
Morgan Stanley January 2007 - April 2008
Prudential Financial 2006 - 2007
Prudential Financial 2006 - 2007
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Alternative Investments, Investment Management, Bloomberg Terminal, Equities, Fixed Income, Securities, Asset Management, Private Equity, Asset Allocation, Derivatives, Equity Research, Tax, SEC filings, Valuation, Investments, AML, Investor Relations, Capital Markets
Education
Bloomfield College 2000 — 2005
Bachelor of Science, Business Administration; Computer Information Systems
Bessemer Trust Company January 2009 - Present
Barclays Investment Bank April 2008 - October 2008
Morgan Stanley January 2007 - April 2008
Prudential Financial 2006 - 2007
Prudential Financial 2006 - 2007
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Alternative Investments, Investment Management, Bloomberg Terminal, Equities, Fixed Income, Securities, Asset Management, Private Equity, Asset Allocation, Derivatives, Equity Research, Tax, SEC filings, Valuation, Investments, AML, Investor Relations, Capital Markets
Education
Bloomfield College 2000 — 2005
Bachelor of Science, Business Administration; Computer Information Systems
Joseph Campesi's Bessemer Trust Company Experience May 2011 - December 2014
Job Vice President Head U.S Tax Services at BNP Paribas
Industry Financial Services
Experience
BNP Paribas December 2014 - Present
Bessemer Trust Company May 2011 - December 2014
Morgan Stanley February 2007 - May 2011
Morgan Stanley October 2005 - February 2007
Bear Stearns May 2002 - May 2005
Skills
Equities, Hedge Funds, Risk Management, Securities, Financial Services, Portfolio Management, Tax, Financial Analysis, Asset Management, Alternative Investments, Custodians, Management
Education
Saint Peter's University 2007 — 2010
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 2000 — 2005
B.S, Business Management
Rutgers, The State University of New Jersey-Newark
BNP Paribas December 2014 - Present
Bessemer Trust Company May 2011 - December 2014
Morgan Stanley February 2007 - May 2011
Morgan Stanley October 2005 - February 2007
Bear Stearns May 2002 - May 2005
Skills
Equities, Hedge Funds, Risk Management, Securities, Financial Services, Portfolio Management, Tax, Financial Analysis, Asset Management, Alternative Investments, Custodians, Management
Education
Saint Peter's University 2007 — 2010
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 2000 — 2005
B.S, Business Management
Rutgers, The State University of New Jersey-Newark
Kim Jemison's Bessemer Trust Company Experience March 2008 - Present
Job Associate Vice President, Office Manager
Industry Financial Services
Experience
Bessemer Trust Company March 2008 - Present
Skills
Vendor Management, Customer Service, Leadership, Project Management, Budgets, Office Management, Asset Management
Education
St. Peter's College
BS, Business Management
Bessemer Trust Company March 2008 - Present
Skills
Vendor Management, Customer Service, Leadership, Project Management, Budgets, Office Management, Asset Management
Education
St. Peter's College
BS, Business Management
Eric Goldman's Bessemer Trust Company Experience May 2011 - September 2011
Job Senior Accountant at WeWork
Industry Accounting
Experience
WeWork May 2015 - Present
EY August 2013 - February 2015
Marcum LLP September 2011 - August 2013
Bessemer Trust Company May 2011 - September 2011
Bessemer Trust Company May 2010 - August 2010
Bessemer Trust Company June 2009 - August 2009
Skills
PowerPoint, Analysis, Internal Controls, Account Reconciliation, Accounting, Microsoft Excel, Auditing, Business Analysis, Social Media, Microsoft Office, Financial Statements, Hedge Funds, Financial Analysis
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science, Accounting
WeWork May 2015 - Present
EY August 2013 - February 2015
Marcum LLP September 2011 - August 2013
Bessemer Trust Company May 2011 - September 2011
Bessemer Trust Company May 2010 - August 2010
Bessemer Trust Company June 2009 - August 2009
Skills
PowerPoint, Analysis, Internal Controls, Account Reconciliation, Accounting, Microsoft Excel, Auditing, Business Analysis, Social Media, Microsoft Office, Financial Statements, Hedge Funds, Financial Analysis
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science, Accounting
Victoria Carbone's Bessemer Trust Company Experience June 2011 - August 2012
Job Analyst, Operational Due Diligence at Fund of Hedge Funds
Industry Accounting
Experience
Fund of Hedge Funds May 2015 - Present
Ernst & Young August 2012 - May 2015
Bessemer Trust Company June 2011 - August 2012
Morgan Stanley Smith Barney January 2011 - May 2011
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science, Accounting
Fund of Hedge Funds May 2015 - Present
Ernst & Young August 2012 - May 2015
Bessemer Trust Company June 2011 - August 2012
Morgan Stanley Smith Barney January 2011 - May 2011
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science, Accounting
Heidi Kasprzyk's Bessemer Trust Company Experience April 2001 - April 2004
Job
Industry Telecommunications
Experience
InterCloud Systems Inc. 2014 - Present
XDP January 2013 - February 2014
Opnext, Inc November 2009 - August 2012
Garden of Life August 2004 - July 2009
Bessemer Trust Company April 2001 - April 2004
Skills
Accounts Payable, Account Reconciliation, Accruals, Journal Entries, Code Review, Management, Bank Reconciliation, Payroll, Payments, Expense Reports, 1099 Preparation, Microsoft Word, Microsoft Excel, Mas 90, Oracle Applications, Oracle Discoverer, General Ledger, GAAP, SOX Compliancy
Education
Ocean County College 2012 — 2014
Accounting Certification, Accounting
William Paterson University of New Jersey 1996 — 2003
Bachelor of Applied Science (B.A.Sc.), Sociology
InterCloud Systems Inc. 2014 - Present
XDP January 2013 - February 2014
Opnext, Inc November 2009 - August 2012
Garden of Life August 2004 - July 2009
Bessemer Trust Company April 2001 - April 2004
Skills
Accounts Payable, Account Reconciliation, Accruals, Journal Entries, Code Review, Management, Bank Reconciliation, Payroll, Payments, Expense Reports, 1099 Preparation, Microsoft Word, Microsoft Excel, Mas 90, Oracle Applications, Oracle Discoverer, General Ledger, GAAP, SOX Compliancy
Education
Ocean County College 2012 — 2014
Accounting Certification, Accounting
William Paterson University of New Jersey 1996 — 2003
Bachelor of Applied Science (B.A.Sc.), Sociology
James Le Rose's Bessemer Trust Company Experience February 2000 - October 2011
Job MD at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company December 2012 - Present
Lazard Wealth Management November 2011 - November 2012
Bessemer Trust Company February 2000 - October 2011
Skills
Hedge Funds, Asset Management, Investments, Private Equity, Equities, Investment Management, Fixed Income, Portfolio Management, Investment Advisory, Wealth Management, Wealth Management..., Asset Allocation, Investment Strategies, High Net Worth...
Education
University of Richmond 1979 — 1983
Bachelor of Arts (B.A.)
Greenwich High School 1976 — 1979
Fiduciary Trust Company December 2012 - Present
Lazard Wealth Management November 2011 - November 2012
Bessemer Trust Company February 2000 - October 2011
Skills
Hedge Funds, Asset Management, Investments, Private Equity, Equities, Investment Management, Fixed Income, Portfolio Management, Investment Advisory, Wealth Management, Wealth Management..., Asset Allocation, Investment Strategies, High Net Worth...
Education
University of Richmond 1979 — 1983
Bachelor of Arts (B.A.)
Greenwich High School 1976 — 1979