... is our foundation
More than a century ago, Bessemer’s founder, Henry Phipps, wrote a letter to his children advising them to preserve and maintain the family’s wealth and values for generations to come. The vision and principles Henry and his wife, Annie, lived by and handed down serve as the basis for how we work with clients today.
next generation
Carly S. Hunter, Client Advisor (left).
Lindsay W. Koch, Senior Client Advisor (right).
Annual Report 2022
Carly S. Hunter Client Advisor
Lindsay W. Koch Senior Client Advisor
Our clients wanted to prepare their teenage children for the wealth they would inherit. Working closely with the parents, we designed a curriculum to explain how they built the family’s wealth and introduced the kids to financial basics. Through the program, the children got to know the Bessemer team, and the parents shared their hopes for what their wealth will accomplish and the values it should reflect. When the children became adults, we supported the parents in revealing the family’s financial picture — information they were ready to absorb.
“These are important milestones for clients. It’s rewarding to be able to spend the time needed to help them address what they care about most.”
Highlights from our Chairman and CEO
In all aspects of our lives, some moments matter more than others. As a wealth manager, how we handle periods of disruption and uncertainty makes a difference — in our clients’ lives and in our firm’s long-term success.
As we approach our 117th year owned by a single family pursuing a single mission, we retain an unwavering commitment to thinking long term, pursuing initiatives that enhance the breadth and quality of our advice, and ensuring a culture where talented professionals wish to stay and grow. We will always adjust in the moments that matter, while remaining true to the principles at the heart of our approach to serving clients well.
Thank you for your confidence and trust in us.
Stuart S. Janney, III
Chairman
Marc D. Stern
Chief Executive Officer