Stephen A. Baxley

Head of Tax and Financial Planning

Mr. Baxley is Managing Director and Head of Tax and Financial Planning at Bessemer Trust. In this role, he is responsible for delivering strategic tax consulting and tax management services to Bessemer clients and their related entities.

Prior to joining Bessemer, Steve was Assistant Director of Taxes at Rockefeller & Co., responsible for tax planning and compliance for Rockefeller family members and clients. Before that, he worked at Deloitte & Touche as Senior Tax Manager, responsible for client tax and financial planning services.

Steve earned an LL.M. in taxation from New York University School of Law, a J.D. from Buffalo Law School, and a B.S. in accounting from Binghamton University. He is a CPA and has been awarded the AICPA Personal Financial Specialist designation.