Jeffrey R. Clausen

Mr. Clausen 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 Chair of the Bessemer Trust Company Officers Committee. Previously, Jeff served as Equity and Credit Analyst for the firm’s Strategic Opportunities portfolio. He joined Bessemer in 2013.

He is a member of the CFA Institute and the CFA Society New York.

Jeff earned an M.B.A., with distinction, in economics, finance, and management from the New York University Stern School of Business and a B.A. in economics with a minor in history from Bates College, where he was a member of the varsity baseball team. Jeff is a CFA® charterholder. He lives with his wife and son in Chappaqua, NY.