PWS_Montaigne_Walter

Walter P. Montaigne

Senior Client Advisor

Mr. Montaigne is Principal 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 firm’s Officers Committee.

Prior to joining Bessemer in 1990, Walter was a client advisor at DLJ Asset Management.

He serves on the Board of Trustees of the Virginia B. Toulmin Foundation.

Walter earned an M.B.A. from St. John’s University and a B.B.A. in finance from St. Bonaventure University. He is a graduate of the American Bankers Association Trust School.