Jacqueline Hart
Client Advisor
Ms. Hart 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 2022, Jacqueline was a senior client associate for a brokerage team at Merrill Lynch, responsible for assisting high-net-worth clients throughout the financial planning process. Before that, she was the director of financial planning at Blueprint Wealth Advisors.
Jacqueline earned an M.B.A. with an emphasis in financial planning from Saint Xavier University Graham School of Management and a B.B.A. in finance with an art minor from the University of Iowa Tippie College of Business. She is a Certified Financial Planner™.