Bessemer Trust
Overview
Bessemer Trust is a private, independent multi-family office that provides investment advice and wealth management to high-net-worth families, foundations, and endowments . Their services include tax planning, estate planning, insurance advisory, family company advisory, philanthropic advisory, and real estate advisory .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Abridge Inc | Feb 2025 | Series D | - |
| Abridge Inc | Feb 2024 | Series C | - |
| Abridge Inc | Feb 2024 | Series C | - |
| Abridge Inc | Oct 2023 | Series B | - |
| Abridge Inc | Oct 2023 | Series B | - |
Key People
Adam Lustig
Managing Director - Corporate Controller
Alec Haverstick
Managing Director
Andrea Tulcin
Managing Director, Portfolio Manager
Ben Sloan
Managing Director
Betty Cuervo
Managing Director - Head Of Taxable Fixed Income
Brad Burstin
Managing Director
Brian Schlusselberg
Managing Director, Region Head
Daniel Murray
Managing Director And Treasurer
Donna Romer
Managing Director
Frank Mariani
Managing Director
James Motherway
Managing Director
Kay McMaster
Managing Director
Ken Handy
Managing Director
Kent Kalvaitis
Managing Director
Luis Mallea
Managing Director
Mark Lipson
Managing Director
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
