Stone Y. Cao

Stone Y. Cao

Portfolio Strategist

Mr. Cao is Vice President and Portfolio Strategist at Bessemer Trust. In this role, he is responsible for delivering asset allocation recommendations and specialized portfolio strategy implementations to clients, providing customized portfolio analytics, and conducting economic and market research. He is a member of the firm’s Asset Allocation Committee and Investment Risk Committee.

Prior to joining Bessemer, Stone was an analyst at The Windham Group, responsible for energy futures market research and trade execution.

Stone earned an M.B.A. from Columbia Business School and a B.A. in financial economics from Columbia University, where he was a member of the varsity men’s lightweight rowing team. He is a CFA® charterholder.