Jeffrey H. Liss

Mr. Liss is Principal and Senior Client Advisor at Bessemer Trust. In this role, he leads a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services. He is a member of the firm’s Officers Committee. Previously, he served as Information Specialist in the firm’s Investment Library. He joined Bessemer in 1998.

Jeff earned an M.B.A. with a concentration in finance and taxation from Fordham University and a B.A. in history and sociology from the University at Albany (SUNY). He is a Certified Trust and Fiduciary Advisor and a member of the Institute of Certified Bankers.