Richard A. Ober

Mr. Ober is Managing Director 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 BTNA Officers Committee, Banking Committee, and the Diminished Capacity Working Group.

Prior to joining Bessemer in 2000, Rich was an assistant portfolio manager at Brundage, Story & Rose, responsible for assisting in managing equity and balanced portfolios for high-net-worth families and various institutions including endowments and foundations. He was also a member of the firm’s Technology and Telecom Working Groups. Before that, he worked at Republic National Bank, responsible for developing new business in alternative investments.

He is a member of the Society of Trust & Estate Practitioners (STEP).

Rich earned an M.B.A. in financial management from Pace University and a B.B.A., Beta Gamma Sigma, in finance from Bernard M. Baruch College (CUNY).