Elizabeth Wolf
Client Advisor
Ms. Wolf 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 2026, Elizabeth was a vice president at Bernstein Private Wealth Management, responsible for advising clients on investment strategy, tax and estate planning, multigenerational wealth transfer, philanthropic planning, and complex financial decision-making. She previously worked at Morgan Stanley in the Wealth Strategies division.
She serves as Trustee and Deacon of Stanwich Church in Greenwich and is Chair of the Finance Committee. She is also meaningfully involved in environmental conservation and stewardship in the Lakes Region of New Hampshire, serving on the board of the Squam Lakes Association as well as the Squam Lakes Conservation Society.
Elizabeth earned a dual B.A. in economics and English from Washington and Lee University. She is a CFP® professional.