Managing Director and Regional Director
Mr. Handy brings 15 years of experience in business development and client service to his position as Wealth Advisor at Bessemer Trust. Prior to joining Bessemer, he most recently served as director of the New York office of Convergent Wealth Advisors, where he identified and secured new business opportunities in the New York metropolitan area and counseled clients on a range of complex wealth management issues, including investment policy development, portfolio construction and asset allocation, risk management, and tax and estate planning.
Before that, Mr. Handy spent several years in London as director of European business development for The Rowe Companies, a U.S.-based manufacturer. He began his career as a representative for the company's marketing department in the Southeastern United States.
Mr. Handy received his B.S. in Marketing Management from Virginia Tech, where he also earned a full athletic scholarship and numerous student-athlete awards as a member of the school’s football team. He holds the Certified Investment Management AnalystSM designation and Financial Industry Regulatory Authority (FINRA) Series 65, 63, and 7 licenses.
Mr. Handy lives in Brooklyn, New York with his wife and two children.