Patric Yancey

Mr. Yancey is Senior Vice President and Client Advisor at Bessemer Trust. In this role, he 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, Patric was a regional director at Voya Investment Management, responsible for consulting with private wealth organizations on their portfolio allocations. Before that, he worked for UBS Wealth Management as a senior wealth strategy associate, where he was responsible for delivering financial plans for high-net-worth clientele in addition to being a local subject matter expert on financial planning topics and best practices for the Atlanta market.

Patric earned a B.S. in applied economics with a minor in finance from Florida State University. He is a CFP® professional, a Certified Trust and Fiduciary Advisor, a graduate of the Cannon Trust School, and a member of the American Bankers Association. He is currently pursuing an M.B.A. from Emory's Goizueta School of Business with an expected graduation date in 2028.