Callie Balcerzak

Ms. Balcerzak is Associate Vice President and Client Advisor at Bessemer Trust. In this role, she is a member of a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services.

Prior to joining Bessemer in 2022, Callie was a senior representative/administrative assistant at New York Life Insurance, responsible for the onboarding of newly hired agents and supporting the management team across all of Colorado.

Callie earned a B.S. in psychology and business administration from Colorado State University. She is a Certified Trust and Fiduciary Advisor.