PWS_Wodar_Brian

Brian Wodar

Senior Client Advisor

Mr. Wodar is Principal and Senior Client Advisor at Bessemer Trust. In this role, he leads a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services. He leverages more than 25 years of experience advising families and charities on how to achieve financial success.

Prior to joining Bessemer in 2020, Brian held successful roles advising high-net-worth clients on investment strategy, wealth transfer, philanthropy, liquidity events, single-stock concentration, and multigenerational family engagement.

He has served on charitable boards and has been published extensively on many financial planning topics.

Brian earned both an M.B.A. in finance and an M.A. in literature from New York University and a B.A. in literature from SUNY Albany. He is a Certified Trust and Fiduciary Advisor.