Celeste Lee
Client Advisor
Ms. Lee is 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, Celeste worked as a financial advisor at Pettinelli Financial Partners, responsible for managing an advisory team and providing advice to high-net-worth clients.
Celeste earned a B.S.B.A. in finance from the University of Denver. She is a CFP® professional. Celeste lives with her husband in San Mateo, CA.