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Bessemer Trust
• Bessemer was founded in 1907.
• Providing private wealth management to individuals and families of significant wealth
means we regularly work with the other trusted professionals who advise them,
bringing our respective expertise to bear. These professionals frequently include
attorneys, CPAs, real estate advisors, fine art consultants, entertainment managers, and
venture capital bankers, among others.
• Wealth planning, Investment management and Family services
• 2,500 clients, <$100B in assets under supervision and 19 offices
Marc Stern CEO
Mr. Stern is Chief Executive Officer at Bessemer Trust. He leads the firm’s Management
Committee, Risk Management Committee, and serves as a board director.
Previously, he was Bessemer’s Chief Investment Officer. Prior to joining Bessemer, Marc
chaired the Private Client Investment team at Bernstein, after working as a senior portfolio
manager and equity research analyst. Earlier, he was Director of Acquisitions for a division of
PepsiCo and a management consultant at McKinsey.
Marc has served as Board Chair of The Town School and on the Board of Directors of the
Atlantic Theater Company.