2026 Events

Wealth Management

We invite you to join us for engaging conversations with Bessemer’s senior leaders on evolving trends shaping today’s investment and wealth planning landscape. Our incoming Chief Executive Officer Holly H. MacDonald will share how we are embracing innovation to take a 118-year-old family office into the future.

Atlanta, GA | February 24
Luncheon | 11:45 AM – 1:30 PM
Capital City Club, Brookhaven
Dallas, TX | February 18
Luncheon | 11:45 AM – 1:30 PM
Dallas Country Club
Greenwich, CT | February 2
Luncheon | 11:45 AM – 1:30 PM
Delamar Greenwich Harbor
Los Angeles, CA | January 27
Luncheon | 11:45 AM – 1:30 PM
Waldorf Astoria
Miami, FL | February 12
Luncheon | 11:45 AM – 1:30 PM
Four Seasons
Naples, FL | February 13
Luncheon | 11:45 AM – 1:30 PM
Four Seasons — Naples Beach Club
New York, NY | February 5
Conference | 2:30 – 6:30 PM
Mandarin Oriental
Palm Beach, FL | February 26
Conference | 2:30 – 6:30 PM
The Breakers
Palm Springs, CA | January 26
Dinner | 5:00 – 8:30 PM
La Quinta Country Club
San Francisco, CA | January 29
Luncheon | 11:45 AM – 1:30 PM
The Ritz-Carlton
Washington, D.C. | February 3
Luncheon | 11:45 AM – 1:30 PM
Waldorf Astoria
Support Information
Stephen A. Baxley Stephen A. Baxley
Head of Tax and Financial Planning
Patrick S. Boyle Patrick S. Boyle
Region Head and Head of Client Investment Solutions
Emily Gulden Emily Gulden
Head of Marketing and Client Engagement
Deborah B. Lo Cascio Deborah B. Lo Cascio
Head of Corporate Strategy and Communications
Holly H. MacDonald Holly H. MacDonald
Chief Executive Officer
Michael A. Marquez Michael A. Marquez
President
Jeffrey Mills Jeffrey Mills
Chief Investment Officer
Benetta Y. Park Benetta Y. Park
Senior Fiduciary Counsel
Arturo G. Pedroso Arturo G. Pedroso
Region Head
George D. Phipps George D. Phipps
Chairman of the Board
Benjamin Sloan Benjamin Sloan
Region Head

    Contact Us

    Please contact your advisor or email [email protected] with any questions.