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The Bessemer experience
Relationships that last
Always on your side
Deep family office expertise
What we do for you
Managing your financial life
Wealth planning
Investment management
Family office services
What makes us different
Peace of mind
Key facts
Our leaders
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Insights
Financial Education
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Our leaders
George D. Phipps
Chairman of the Board
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Stuart S. Janney, III
Chairman Emeritus
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Marc D. Stern
Chief Executive Officer
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George Wilcox
President
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Our management committee
Patrick S. Boyle
Head of Client Investment Solutions
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Elizabeth W. Delo
National Director of Client Advisory
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Yvette M. Garcia
General Counsel
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Max Gelfer
Chief Technology Officer
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Allison D. Heilborn
Chief Financial Officer
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Rita C. Kane
Chief Human Resources Officer
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James L. Kronenberg
Chief Fiduciary Counsel and Head of Wealth Planning
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Peter J. Langas
Head of Investment Technology Strategy
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Deborah B. Lo Cascio
Head of Corporate Strategy and Communications
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Holly H. MacDonald
Chief Investment Officer
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Michael A. Marquez
Chief Client Officer and Chief Operating Officer
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Timothy S. McBride
Region Head
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Jeffrey Mills
Chief Investment Strategist
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Gerardo Nout
Head of Client Investment Solutions
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W. Preston Stahl, Jr.
Region Head
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Christian S. Thornburg
National Director of Client Advisory
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