BESSEMER TRUST - Key Persons

Adam Gressa

Job Titles:

Senior Vice President and Wealth Advisor

Mr. Gressa is Senior Vice President and Wealth Advisor at Bessemer Trust. In this role, he leads a team responsible for initiating relationships with clients by understanding their objectives and presenting solutions across the firm's comprehensive capabilities in Investment Management, Wealth Planning, and Family Office Services. Previously, he served as Wealth Advisory Strategist in our New York office. Prior to joining Bessemer, Adam was a practicing Trust and Estate attorney in Florida. Adam earned a J.D. and a Trust and Estate Practice Certificate from the University of Florida Levin College of Law, an LL.M. from the University of Denver Sturm College of Law, and a B.S., cum laude, in business administration from the University of Florida Warrington College of Business.

Allison D. Heilborn - CFO

Job Titles:

Chief Financial Officer

Ms. Heilborn is Chief Financial Officer at Bessemer Trust and Bessemer Securities LLC, the Phipps family private investment enterprise. She is a member of the firm's Executive Committee, Management Committee, Risk Management Committee, and Banking and Loan Committee. Prior to joining Bessemer, Allison was Chief Financial Officer at BNY Mellon Wealth Management, where she oversaw all aspects of financial planning and analysis as well as key treasury, balance sheet, and strategic business initiatives. Before that, she held management positions at JPMorgan Chase in the Corporate & Investment Bank, where she advised corporate clients in the telecommunications, media, and technology sectors on M&A, equity, and debt capital matters. In addition, she worked in their Consumer & Community Bank, where she developed growth and market entry strategies and strategic cross-business and firm-wide initiatives for consumer and business banking. She serves on the Board of Visitors for Northwestern University's Weinberg College of Arts and Sciences. Allison earned an M.B.A. from Columbia University and a B.A. in anthropology from Northwestern University.

Arturo G. Pedroso - Managing Director

Job Titles:

Managing Director
Regional Director

Mr. Pedroso is Managing Director and Regional Director at Bessemer Trust. In this role, he is responsible for Bessemer's client relationships in South and Central Florida, as well as the management of our Miami office. Prior to joining Bessemer, Arturo was a banker at J.P. Morgan Private Bank developing customized solutions and strategic advice for ultra-high-net-worth families. Before that, he worked with Senator Mel Martinez, Chairman for J.P. Morgan Chase Southeast U.S. and Latin America, where he oversaw the day-to-day operations of the Chairman's office. He is a Board Member of the Baptist Health South Florida Finance and Risk Management Committee, Baptist Health Enterprises, and Baptist Outpatient Services. He previously served as Vice Chairman for the Saint Philip's Episcopal School's Board of Trustees. Arturo earned an M.B.A. from the Kellogg School of Management at Northwestern University and a B.A. from George Washington University, where he played Division I soccer.

Ashley Ciaburri

Job Titles:

Senior Vice President and Wealth Advisor

Ms. Ciaburri is Senior Vice President and Wealth Advisor at Bessemer Trust. In this role, she leads a team responsible for initiating relationships with clients by understanding their objectives and presenting solutions across the firm's comprehensive capabilities in Investment Management, Wealth Planning, and Family Office Services. Prior to joining Bessemer, Ashley was Director of Marketing and Investor Relations at private equity firms Kohlberg & Company and Comvest Partners, responsible for capital-raising and investor relations activities. Previously, she worked at Blackstone providing global alternative asset advisory in the Park Hill Group. Ashley began her career in Investment Banking at Citigroup. She serves on the Board of Wharton's Women in Private Equity & Venture Capital Initiative, is Alumni Class Agent for The Taft School, and plays tennis for the Town of Palm Beach. Ashley earned an M.B.A. from the Wharton School at the University of Pennsylvania, where she was a Wharton Fellowship recipient, and a B.S. from Cornell University. She lives with her family in Palm Beach, FL.

Benjamin C. Carlstead

Job Titles:

Senior Vice President and Wealth Advisor

Mr. Carlstead is Senior Vice President and Wealth Advisor at Bessemer Trust. In this role, he leads a team responsible for initiating relationships with clients by understanding their objectives and presenting solutions across the firm's comprehensive capabilities in Investment Management, Wealth Planning, and Family Office Services. Prior to joining Bessemer, Ben worked as a fund accountant at Northern Trust. Before that, he worked at Morgan Stanley as a financial advisor. He is actively involved with the Cystic Fibrosis Foundation and served on the foundation's Executive Committee for a number of years. Ben earned an M.B.A. with a concentration in finance from DePaul University and a B.S. in business management from the University of Colorado. He is a CFP® professional and a Certified Trust and Fiduciary Advisor. Ben lives with his wife and two daughters in Chicago, IL.

Benjamin Sloan - Managing Director

Job Titles:

Managing Director
Regional Director

Mr. Sloan is Managing Director and Regional Director at Bessemer Trust. In this role, he is responsible for Bessemer's client relationships within the Florida East Coast region, as well as the management of our Palm Beach and Stuart offices. He is a member of the firm's Banking and Loan Committee and the Bessemer Trust Company of Florida Officers Committee.

Brian S. Schlusselberg - Managing Director

Job Titles:

Managing Director
Regional Director

Mr. Schlusselberg is Managing Director and Regional Director at Bessemer Trust. In this role, he is responsible for Bessemer's client relationships in New York, New Jersey, and Pennsylvania, as well as the management of our New York office. Prior to joining Bessemer, Brian worked in the Global Wealth Management group at AllianceBernstein. Before that, he worked at Accenture in the Communications and High Technology group. He previously served on the Board of Trustees of the Seattle Hebrew Academy. Brian earned an M.B.A. from the New York University Stern School of Business with concentrations in finance and accounting and a B.A. in economics from Yeshiva University. He is a CFP® professional, a Certified Trust and Fiduciary Advisor, and an Honor Graduate of the Cannon Trust School.

C. Oliver Iselin

Job Titles:

Managing Director and Senior Wealth Advisor

Mr. Iselin is Managing Director and Senior Wealth Advisor at Bessemer Trust. In this role, he leads a team responsible for initiating relationships with clients by understanding their objectives and presenting solutions across the firm's comprehensive capabilities in Investment Management, Wealth Planning, and Family Office Services. Prior to joining Bessemer, Oliver was a member of the Corporate Credit group and the Institutional Distribution team at Guggenheim Partners in New York. He is a member of the State Bar of South Carolina and was previously an active member of the State Bar of New York. Oliver earned a J.D. and an International M.B.A. from the University of South Carolina, an LL.M. in taxation from the New York University School of Law, and a B.A. in politics from the University of Virginia.

Christian S. Thornburg

Job Titles:

National Director of Client Advisory

Christopher W. Pintauro - Managing Director

Job Titles:

Managing Director
Regional Director

Mr. Pintauro is Managing Director and Regional Director at Bessemer Trust. In this role, he is responsible for Bessemer's client relationships in the District of Columbia, Maryland, Virginia, and West Virginia, as well as the management of our Washington, D.C., office. Prior to joining Bessemer, Chris was Vice President at Goldman Sachs, responsible for managing the assets of high-net-worth families and institutional clients. Before that, he served as a flight officer in the U.S. Navy and volunteered to serve with the Army Special Forces in Baghdad. Chris earned various medals and commendations for his time in service. He volunteers his time with numerous veteran causes. Chris earned an M.B.A. from the University of North Carolina and a B.S., with honors, in economics from the United States Naval Academy, where he was a member of the men's varsity lacrosse team. He holds the Certified Exit Planner Advisor (CEPA) designation. He lives with his wife and four children in the Washington, D.C., area.

David Woodworth - Managing Director

Job Titles:

Managing Director
Regional Director

Mr. Woodworth is Managing Director and Regional Director at Bessemer Trust. In this role, he is responsible for Bessemer's client relationships in Northern California, as well as the management of our San Francisco office. David leverages more than 30 years of experience in the private banking industry. Prior to joining Bessemer, David spent ten years with Citicorp's Private Banking/Investment Services Group. Before that, he worked at the investment firm of Dain Rauscher. He previously served on the John Muir Health Foundation Board of Directors and on the Board of Directors of the San Francisco YMCA Association. David played four years of professional baseball for the New York Yankees baseball organization. David earned an M.B.A. from Columbia Business School and also holds an M.B.A. from the Haas School of Business, University of California at Berkeley. He earned a B.B.A. in accounting from Western Michigan University, where he was a three-year letterman in varsity baseball.

Deborah B. Lo Cascio

Job Titles:

Managing Director and Head of Corporate Analysis and Planning

Ms. Lo Cascio is Managing Director and Head of Corporate Analysis and Planning at Bessemer Trust. In this role, she helps develop and advance strategic priorities by overseeing competitive research and analysis, corporate initiative planning, and key corporate messages. She is a member of the firm's Executive Committee, Management Committee, Innovation Council, and Corporate Technology Committee. Prior to joining Bessemer, Deborah worked in marketing at Bernstein, with a particular focus on communicating wealth management research. Before that, she worked at Smith Barney in equity research. Deborah earned a B.A., magna cum laude, in economics from Trinity Washington University. She is enrolled in the Wharton Executive Education program.

Elizabeth W. Delo

Job Titles:

Managing Director, National Director of Client Advisory, and Senior Client Advisor

Ms. Delo is Managing Director, National Director of Client Advisory, and Senior Client Advisor at Bessemer Trust. As National Director of Client Advisory, she oversees all client advisor activities across the firm. In her role as Senior Client Advisor, she leads a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services. She is a member of the firm's Management Committee and Officers Committee. Prior to joining Bessemer, Elizabeth was Vice President and Relationship Manager at J.P. Morgan, responsible for advising high-net-worth clients. Before that, she was Director of Corporate Development at the Civil Engineering Research Foundation, leading a department responsible for corporate relations, development, and public relations. Elizabeth earned an M.B.A. from George Mason University School of Management and a B.A. in English from the College of William and Mary. She is a CFP® professional and a Certified Trust and Fiduciary Advisor.

George D. Phipps - Chairman

Job Titles:

Chairman

Mr. Phipps is Chairman of Bessemer Trust and Bessemer Securities, the Phipps family private investment enterprise. He previously served as Vice Chairman for both companies. Earlier in his career, George was a managing partner at Jasper Ridge Partners, where he co-led the private equity team and focused on the firm's direct and co-investment activities. He also served as the firm's chief operating officer. Prior to that, George was a general partner and managing director at Apax Partners (previously Patricof & Co. Ventures), a global venture capital and private equity firm. He currently serves as a trustee of NOLS (previously the National Outdoor Leadership School) and is a member of the national council of the Environmental Defense Fund. He is a former member of the advisory council of the Stanford Woods Institute for the Environment and a former trustee of The Thacher School. George earned an M.B.A. from the Stanford Graduate School of Business and an A.B. in economics from Harvard College.

George W. Kern - Managing Director

Job Titles:

Managing Director
Regional Director
Managing Director, Regional Director, and Senior Fiduciary Counsel

Mr. Kern is Managing Director, Regional Director, and Senior Fiduciary Counsel at Bessemer Trust. In this role, he is responsible for Bessemer's client relationships in Delaware, as well as the management of our Delaware office. In addition, he works with clients and their advisors to develop practical and efficient wealth transfer plans involving Delaware law, and for guiding the firm on fiduciary issues. Prior to joining Bessemer, George served as Fiduciary Manager with J.P. Morgan Trust Company of Delaware. Before that, he was a practicing estates and trusts attorney in Pennsylvania and Delaware. He is a Fellow of the American College of Trust & Estate Counsel (ACTEC) and a member of the Delaware Bar Association, where he serves on its Trust Act Drafting Committee and previously served as Chair of its Estates and Trust Section. George also serves on the Delaware Bankers Association Board of Directors and is a member of the Delaware Estate Planning Council and the Society of Trust and Estate Practitioners. George earned a J.D. from the Delaware Law School of Widener University, an LL.M. in taxation from Villanova University School of Law, and a B.A. in international relations from Ursinus College.

George Wilcox - President

Job Titles:

President

Mr. Wilcox is President of Bessemer Trust. In addition, he serves on the Board of Directors of the Bessemer Trust Company of Florida, the Old Westbury Mutual Funds, and Bessemer Investor Services, LLC. He is a member of the firm's Executive Committee and Management Committee. Previously, he served as Bessemer Trust's Western Region Head and as the Regional Director of the Miami and Washington, D.C., offices. Prior to joining Bessemer, George was in the capital markets group at Legg Mason and practiced corporate law at K&L Gates and Jones Day. George earned an M.B.A. from Duke University and a J.D., cum laude, from New England Law, where he served as Managing Editor of the New England Law Review. He earned a B.A. in economics from Boston University, where he played Division I football.

Gerardo Nout

Job Titles:

Florida Region Head and Senior Investment Strategist
Managing Director, Florida Region Head, and Senior Investment Strategist

Mr. Nout is Managing Director, Florida Region Head, and Senior Investment Strategist at Bessemer Trust. In this role, he is responsible for Bessemer's client relationships in Florida, including oversight of our offices in Miami, Naples, Palm Beach, and Stuart. In addition, he performs macroeconomic research and financial market analysis in order to deliver customized asset allocation and investment recommendations to clients. He is a member of the firm's Management Committee. Prior to joining Bessemer, Gerard was a partner and Director of Investments at WE Family Offices, where he was a voting member of the firm's Investment Committee. Before that, he was the Chief International Investment Strategist at GenSpring Family Offices.

Hank R. Hagey

Job Titles:

Regional Director and Senior Client Advisor

Mr. Hagey is Regional Director and Senior Client Advisor at Bessemer Trust. In this role, he is responsible for Bessemer's client relationships in Connecticut and part of the New York Metropolitan area, as well as the management of our Greenwich office. In addition, he leads a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services. Hank previously served as Director of Transition Portfolios, a portfolio manager, a team leader for the energy and materials sectors of global equities, and a consumer analyst for Mid Cap Equities. Prior to joining Bessemer, Hank was a small cap generalist at Artemis Investment Management. Before that, he worked at Citigroup Asset Management as a technology analyst. He serves on the Board of Directors of the Boys & Girls Club of Stamford. Hank earned an M.B.A. in finance from the University of Virginia and a B.A. in economics from Middlebury College.

Holly H. MacDonald - Chief Investment Officer

Job Titles:

Chief Investment Officer

Ms. MacDonald is Chief Investment Officer at Bessemer Trust. In this role, she is responsible for overseeing the firm's investment research, asset allocation, and portfolio management. She is a member of the firm's Executive Committee and Management Committee. Previously, she served as Chief Investment Strategist and led a regional team of client and wealth advisors. Prior to joining Bessemer, Holly was Managing Director in Emerging Markets and Global Currency Strategy at J.P. Morgan, where she led investment strategy teams. She is a member of the Federal Reserve Bank of New York's Investor Advisory Committee on Financial Markets. She also serves on the YAI, Inc. Board of Trustees and is a Trustee of the Estate and Property (TEP) of the Episcopal Diocese of New York. Holly earned an M.B.A., with honors, from Columbia Business School and a B.A., magna cum laude, from Princeton University in philosophy with minors in finance and Spanish language and culture.

Jacqueline E. Stirling - SVP

Job Titles:

Director
Senior Vice President

Ms. Stirling is Senior Vice President and Director at Bessemer Trust. She is also Senior Resident Officer and AML Officer of Bessemer Trust Company (Cayman) Limited in the Cayman Islands. In these roles, she is responsible for administering trust and corporate clients as well as managing our Grand Cayman office. Prior to joining Bessemer, Jackie worked as a Trust Department manager for Bank of America. Before that, she was an assistant manager for HSBC Bank and Trust Corporation (Cayman) Limited.

James L. Chandler - Managing Director

Job Titles:

Managing Director
Regional Director

Mr. Chandler is Managing Director and Regional Director at Bessemer Trust. In this role, he is responsible for Bessemer's client relationships in areas of Texas, Louisiana, and New Mexico, as well as the management of our Houston office. Prior to joining Bessemer, Jim was an investment consultant to private banks, foundations, retirement plans, and family offices. Before that, he was a corporate vice president at UBS, where he managed the firm's institutional consulting and investment due diligence groups. He is a trustee of Montgomery Bell Academy and served on the Board of Directors of the NPC Fund for Charitable Giving, Inc. Jim earned an M.B.A. from the Whitman School of Management at Syracuse University, an M.A. in applied economics from The American University, and a B.S. from Vanderbilt University. He is a CFP® professional, a Certified Investment Management Analyst®, and a Certified Trust and Financial Advisor.