Jeffrey Winter

Jeffrey F. Winter

Director of Fiduciary Tax Services

Mr. Winter is Managing Director and Director of Fiduciary Tax Services at Bessemer Trust. In this role, he is responsible for overseeing the income tax preparation, compliance, and tax planning of trusts, estates, private foundations, charitable lead, and charitable remainder trusts.

Prior to joining Bessemer in 1985, Jeff was responsible for trust and charitable taxation matters in the Fiduciary Income Tax Departments of Citibank, N.A. and The Bank of New York.

He is a member of the New York Bankers Association Trust and Estate Tax Committee and the Society of Trust and Estate Practitioners. He is a former executive member of the Committee of Banking Institutions on Taxation.

Jeff earned a B.B.A. in accounting from Hofstra University. He is a proud father of three children and lives in Long Beach, NY.