Frasier Esty, Cfp®, Aep® Email & Phone Number

New York, Ny, Us

New York, New York, United States

New York, New York, United States

New York, New York

New York, Ny

Responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. Specifically, the Associate Client Advisor position is responsible for various tasks involving client service, investment management, and account administration. Bessemer Trust is a multifamily office which supervises more than $100 billion in assets for approximately 2,300 wealthy individuals, families, foundations, and endowments. We provide comprehensive investment management, wealth planning, and family offices services to our clients.

Greenwich, Connecticut

Actively engage in business development efforts for multiple teams throughout Connecticut and Long Island. Developed a lead generation process that has been adopted by the regional management as a template for all teams. Work closely with associates in both sales and investments to conduct research and analytical support. Routinely attend client and prospective client meetings, and prepare team materials for both. Daily routines include lead generation, client support services, market analysis, and general support tasks for individuals throughout the organization.

Greater New York City Area

Provided research and analytical support to hedge fund due diligence team. Utilized Microsoft Office and PackHedge to generate reports for the senior investment teams and assisted with data entry. Attended meetings with potential clients, and generated reports to summarize results from those meetings.

New York, Ny

Worked with the Equity desk to conduct both bottom-up and top-down research projects. Completed market analysis on a daily basis and worked closely with investment analysts to generate investment recommendations.

Essex, Ct

Worked with the investment teams to generate reports on status of mutual funds and equities. Utilized Morningstar and Microsoft office and presented these reports to investment executives.

New York, Ny

Completed various research projects for both the High Yield Municipal Bond desk and the Equity desk. Regularly utilized Bloomberg, Axys3, and Microsoft Office.