Elizabeth W. Delo
National Director of Client Advisory
Ms. Delo is Managing Director, National Director of Client Advisory, and Senior Client Advisor at Bessemer Trust. As National Director of Client Advisory, she oversees all client advisor activities across the firm. In her role as Senior Client Advisor, she leads a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services. She is a member of the firm’s Management Committee and Officers Committee.
Prior to joining Bessemer, Elizabeth was Vice President and Relationship Manager at J.P. Morgan, responsible for advising high-net-worth clients. Before that, she was Director of Corporate Development at the Civil Engineering Research Foundation, leading a department responsible for corporate relations, development, and public relations.
Elizabeth earned an M.B.A. from George Mason University School of Management and a B.A. in English from the College of William and Mary. She is a CFP® professional and a Certified Trust and Fiduciary Advisor.