Denise Fiallo
Senior Client Advisor
Ms. Fiallo is Principal and Senior Client Advisor at Bessemer Trust. In this role, she leads 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 2026, Denise was a senior investor at Itaú Private Bank, where she provided global investment recommendations across asset classes to ultra-high-net-worth private clients. Before that, she held several senior roles in institutional sales, equity research, and investment banking at Santander, Credit Suisse, and Merrill Lynch.
Denise earned an M.I.A. in international banking and finance from Columbia University, where she was a Teaching Fellow in financial accounting. She earned a B.A., cum laude, in international relations from Tufts University. She holds the Certified Investment Management Analyst (CIMA®) designation and is fluent in Spanish and Portuguese.