John Mcquade Email & Phone Number

New York, New York, United States

New York, New York, United States

I am Senior Vice President and Senior Client Advisor at Bessemer Trust. In this role, I lead a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services. I am Vice Chair of the firm’s Officers Committee and former Chair of the Client Advisor Council.

Greater New York City Area

Greater New York City Area

• Administer complex trust, partnership, & investment accounts; manage portfolio targets & allocations• SRI Advisory Board member

New York City

• Nominated by the CEO & President to lead a group of internal consultants to improve the Firm’s processes, working directly with members of the Management Committee• Lead a redesign of Investment Department webpage for the entire firm• Administer complex trust, partnership, & investment accounts; manage portfolio targets & allocations• SRI Advisory Boardmember

Greater New York City Area

• Promoted; two-year tenure for promotion & officer candidacy waived• Presented to Chief Investment Officer & Northeast Region Head on implementation of socially responsible & environmental investment strategies; materials used by peers for client presentations & research• Featured in the Firm’s 2014 marketing film alongside the Chief Investment Officer• Created reporting & analytics for private equity & hedge funds; models used by colleagues across the country• Chosen by Northeast Region Head to review the Business Continuity Plan, ensuring client service in emergencies• Nominated to mentor colleagues & improve processes for the Firm, including: account opening, asset transfers, mobile website, reporting, account opening, client on-boarding, & electronic meeting materials using iPads

Greater New York City Area

• Nominated to implement account opening, transition, & administration for former senior political figure & family• Develop & present educational programs for clients under 30 explaining: trusts, taxation, & investments• Youngest person & only non-officer selected for internal mentorship program

Garden City, New York

Managed rental income & tenant communication for 20 residential & commercial properties in New York & Florida; created digital accounting, inventory & sales system (soft- & hardware still utilized after eight years); resulted in decreased training time for new employees, accurate accounting, & increased tax accuracy; created marketing campaign to drive product awareness - materials were successful & templates are still in use today

Droyssig, Germany

Fulbright Scholarship teaching English and Economics at the CJD Christophorusschule Droyssig, Grades 5-12; volunteer work with K-5, senior citizens, and after-school learning and development.

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Interesting coursework includes: entrepreneurship, M&A, LBO's, business analytics, turnaround management, SRI/ESG investment, and value.

Cannon Trust School Level Iii Graduate, Trust And Estate Administration, Retirement Planning, Insurance

The Cannon Trust Schools provide comprehensive coverage of total trust related matters and practical knowledge of trust and estate.

B.A., German Studies

Activities and Societies: Irish Society, Appalachia Volunteers, StammtischGerman Studies Major. Business Related Courses: Financial.