Simone Balch

Mrs. Balch is Principal and Senior Wealth Advisor at Bessemer Trust. In this role, she leads a team responsible for initiating relationships with clients by understanding their objectives and presenting solutions across the firm’s comprehensive capabilities in Investment Management, Wealth Planning, and Family Office Services. She leverages more than 25 years of experience in institutional and private wealth management.

Prior to joining Bessemer in 2026, Simone held roles as West Coast Regional Director at Cambridge Associates, Vice President of Business Development at Matthews Asia, and Business Unit Manager at Goldman Sachs.

She serves on the Board of Directors of the San Francisco General Hospital Foundation and has served on the Board of Directors of Camphill Soltane Foundation. Simone is an active volunteer for Guide Dogs for the Blind.

Simone earned an M.B.A. in finance and business & public policy from the Wharton School at the University of Pennsylvania and a B.A. in economics from University of Chicago.