PWS_Fiallo_Denise

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.​