Coles Romaine

Mr. Romaine is Vice President and Client Advisor at Bessemer Trust. In this role, he 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, Coles was a wealth planner at Peapack Private Wealth Management, where he was responsible for preparing comprehensive financial plans to evaluate clients’ financial positions.

Coles earned a B.A. from Colgate University, where he was a giant slalom racer on the alpine ski team. He is a CFP® professional, a Certified Trust and Fiduciary Advisor, an Honor Graduate of the Cannon Trust School, and holds a Certificate in Financial Planning from Wake Forest University. He is currently pursuing an M.B.A. from New York University's Stern School of Business with an expected graduation date in 2027.