Leadership Overview
Bessemer Trust has 7 executives leading key functions including strategy, operations, finance, technology, legal, and client relations.
Driven by a legacy of client-first service, Bessemer Trust is dedicated to preserving and growing wealth for generations through expert investment advice and comprehensive wealth management solutions, solidifying its market leadership.
Driven by a legacy of client-first service, Bessemer Trust is dedicated to preserving and growing wealth for generations through expert investment advice and comprehensive wealth management solutions, solidifying its market leadership.
Leadership Roles at Bessemer Trust
Holly MacDonald - Chief Executive Officer
Holly MacDonald, the Chief Executive Officer at Bessemer Trust, directs the firm's overall strategic vision and operational execution. This leadership role involves guiding the company's growth trajectory and ensuring alignment with its core mission of wealth preservation and management for clients. MacDonald oversees the integration of all business units, fostering a culture of excellence and client dedication. The Chief Executive Officer's responsibilities extend to shaping the company's market positioning and driving innovation in financial services. By setting high standards for performance and ethical conduct, Holly MacDonald ensures Bessemer Trust maintains its reputation as a trusted advisor. This executive's focus is on long-term sustainability and enhancing shareholder value through robust governance and strategic foresight. The Chief Executive Officer's influence is critical in navigating complex market dynamics and capitalizing on emerging opportunities within the finance sector.
Allison Heilborn - Chief Financial Officer
Allison Heilborn, the Chief Financial Officer at Bessemer Trust, directs the company's financial strategy, planning, and reporting. This executive is responsible for managing the firm's fiscal health, including budgeting, forecasting, and capital allocation to support strategic growth initiatives. Heilborn oversees all financial operations, ensuring compliance with regulatory requirements and maintaining strong relationships with financial institutions. The Chief Financial Officer's role involves analyzing financial performance, identifying key trends, and providing strategic financial insights to the executive team. By safeguarding the company's assets and optimizing financial performance, Allison Heilborn plays a crucial role in Bessemer Trust's sustained success. This leadership position is essential for driving profitability and ensuring the financial stability required for long-term client trust. The Chief Financial Officer's expertise guides investment decisions and financial risk management, underpinning the firm's overall business strategy.
Jacques Hall - Chief Operating Officer
Jacques Hall, the Chief Operating Officer at Bessemer Trust, manages the day-to-day operational efficiency and infrastructure of the firm. This executive oversees critical business processes, ensuring seamless service delivery and optimal resource allocation across all departments. Hall's role involves enhancing operational scalability and implementing best practices to support the company's expanding client base and service offerings. The Chief Operating Officer drives initiatives focused on process improvement, technology integration, and risk management to maintain robust operational integrity. By optimizing workflows and streamlining operations, Jacques Hall directly contributes to the firm's ability to provide exceptional wealth management services. This leadership position is vital for maintaining the high standards of service and operational excellence that define Bessemer Trust. The Chief Operating Officer's strategic oversight ensures that the firm's operational framework effectively supports its long-term business objectives and client commitments.
Michael Marquez - President
Michael Marquez, the President at Bessemer Trust, drives strategic initiatives and oversees key business operations to ensure the firm's continued growth and client satisfaction. This executive focuses on enhancing client relationships and expanding the firm's market presence through targeted business development efforts. Marquez's leadership involves fostering collaboration across departments to deliver integrated wealth management solutions that meet diverse client needs. The President's role is critical in shaping the company's strategic direction and ensuring operational excellence across all service lines. By championing client-focused strategies and operational improvements, Michael Marquez directly contributes to Bessemer Trust's reputation for exceptional service. This position is instrumental in guiding the firm's expansion and maintaining its commitment to preserving and growing client wealth. The President's oversight ensures that the firm's strategic objectives are effectively translated into tangible business outcomes.
Edna Guzman - President
Edna Guzman, the President at Bessemer Trust, spearheads strategic planning and operational oversight, focusing on enhancing client value and firm-wide performance. This executive directs initiatives aimed at optimizing service delivery and expanding the firm's reach within key markets. Guzman's leadership emphasizes fostering strong client partnerships and ensuring the seamless integration of wealth management services. The President's responsibilities include driving operational efficiencies and cultivating a culture of continuous improvement across the organization. By focusing on strategic market penetration and client retention, Edna Guzman plays a vital role in Bessemer Trust's sustained success. This leadership role is essential for navigating market complexities and ensuring the firm's strategic objectives are met. The President's guidance supports the firm's mission to provide comprehensive financial solutions and build lasting client relationships.
Max Gelfer - Managing Director, Chief Technology Officer
Max Gelfer, the Managing Director, Chief Technology Officer at Bessemer Trust, architects the firm's technology strategy and digital transformation initiatives. This executive leads the development and implementation of innovative technological solutions that enhance client services and internal operational efficiency. Gelfer oversees all aspects of IT infrastructure, cybersecurity, and data management, ensuring the security and integrity of sensitive client information. The Chief Technology Officer's responsibilities include evaluating emerging technologies and driving their adoption to maintain Bessemer Trust's competitive edge in the wealth management sector. By leveraging technology to streamline processes and deliver advanced digital experiences, Max Gelfer directly supports the firm's commitment to client-centric innovation. This leadership role is pivotal in adapting to the evolving digital landscape and ensuring robust technological capabilities. The Chief Technology Officer's vision guides the firm's technological investments and future-proofing strategies.
Nicola Knight - Managing Director, Associate General Counsel & Chief Legal Officer, Westbury Funds
Nicola Knight, the Managing Director, Associate General Counsel & Chief Legal Officer, Westbury Funds at Bessemer Trust, provides critical legal counsel and oversees the legal affairs for the Westbury Funds. This executive ensures compliance with all relevant laws and regulations, safeguarding the firm and its clients from legal risks. Knight's responsibilities include managing corporate governance, advising on complex legal matters, and developing legal strategies to support business objectives. The Chief Legal Officer's role is vital in maintaining the integrity and ethical standards of the firm's operations. By providing expert legal guidance and risk mitigation strategies, Nicola Knight directly contributes to Bessemer Trust's secure and compliant operational framework. This leadership position is essential for navigating the intricate legal landscape of financial services. The Chief Legal Officer's expertise ensures that all activities align with legal requirements and best practices.
Explore Leadership Teams in Finance
SPDR ETFs are a comprehensive family spanning an array of international and domestic asset classes. SPDR ETFs are managed by SSGA Funds Management, Inc., a registered investment adviser and wholly owned subsidiary of State Street Corporation. The funds provide investors with the flexibility to select investments that are precisely aligned to their investment strategy. Recognized as an industry pioneer, State Street created the first US listed ETF in 1993 and has remained on the forefront of responsible innovation, as evidenced by the introduction of many ground-breaking products, including first-to-market launches with gold, international real estate, international fixed income, and sector ETFs.
Company Leadership
MT
Brown Advisory is an independent, investment management and strategic advisory firm that provides a wide array of financial services to individuals, families, endowments, foundations, and institutional clients. Founded in 1993 as an affiliate of Alex. Brown & Sons and becoming independent in 1998, the firm is 100% colleague-owned, fostering a culture of long-term partnership and accountability. Their core offerings include active equity and fixed-income strategies, sustainable investing, and comprehensive family office services. With over $150 billion in assets under management (as of recent filings) and a global presence across the U.S., Europe, and Asia, they are recognized for a "client-first" philosophy and a research-driven approach to capital allocation.
Company Leadership
TA
First Sentier Group is a global asset management organization that manages approximately 218 billion Australian dollars in assets across equities, fixed income, infrastructure, listed property securities, and alternative credit. Headquartered in Sydney, Australia, with operations spanning Europe, the Americas, and Asia Pacific, First Sentier Group is ultimately owned by Mitsubishi UFJ Financial Group and operates as a standalone investment management business. The company is home to distinct affiliate investment teams including AlbaCore Capital Group, First Sentier Investors, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors, and Stewart Investors, each operating with discrete investment autonomy according to their specialized investment philosophies. Founded in 1988 and formerly known as Colonial First State Global Asset Management and First State Investments, the firm was rebranded to First Sentier Group in 2025. The organization serves institutional and wholesale clients including pension funds, insurers, and financial intermediaries worldwide, emphasizing responsible investment principles and environmental, social, and governance integration. First Sentier Group became a Certified B Corporation in November 2022, demonstrating its commitment to sustainable investment practices and stakeholder value creation.
Company Leadership CG
Founded in 1964, Coco Asphalt Engineering is a supplier of asphalt, emulsion, and related products and technologies and is headquartered in Toronto, Ontario.
Company Leadership JC
RC
RC
WD
Frequently Asked Questions Regarding Bessemer Trust Top Executives and Leadership Team
