Principal, Senior Client Advisor
Current
Jan 2023 - Present
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John Mcquade Email & Phone Number
Principal, Senior Client Advisor at Bessemer Trust
at
Bessemer Trust
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Principal, Senior Client Advisor at Bessemer Trust
Location
Larchmont, New York, United States
Company size
Who is John Mcquade? Overview
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Quick answer
John Mcquade is listed as Principal, Senior Client Advisor at Bessemer Trust at Bessemer Trust, a company with 1000 employees, based in Larchmont, New York, United States. AeroLeads shows a matched LinkedIn profile for John Mcquade.
John Mcquade previously worked as Principal, Senior Client Advisor at Bessemer Trust and Senior Client Advisor at Bessemer Trust. John Mcquade holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Columbia University - Columbia Business School.
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Bessemer Trust
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Profile bio
About John Mcquade
I am a Principal and Senior Client Advisor at Bessemer Trust with over a decade of experience providing personalized and integrated advice on investment management, tax, trust, and family office services to successful families. I hold an MBA from Columbia University, where I was recognized for my academic excellence, including Dean’s List and best-in-class awards, having graduated in 2017. I have also been accepted to Columbia University's Master's in Wealth Management program, with an anticipated graduation date of March 2026. I am an adventurer, having set foot on five continents, swam with Great White Sharks in South Africa, SCUBA'd Australia's Great Barrier Reef, wandered among ancient Roman ruins in the deserts of Morocco, cliff-dove in East Germany, ran the New York City Marathon, and walked with tigers in Thailand.Beyond my professional life, I taught economics and English in Germany as a Fulbright scholar. I am an avid adventurer, having explored over 25 countries and completed several marathons. I am passionate about volunteering, having participated with Fred’s Team, Team for Kids, the Army Ranger Lead the Way Fund, and Cycle for Survival, and sit on the board of the Greater New York chapter of the Fulbright Association.
Current workplace
John Mcquade's current company
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Bessemer Trust
9 roles
John Mcquade work experience
A career timeline built from the work history available for this profile.
Senior Client Advisor
CurrentI 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.
Jan 2022 - Present
Senior Vice President
Jan 2019 - Jan 2023
Vice President
- Administer complex trust, partnership, & investment accounts; manage portfolio targets & allocations
- SRI Advisory Board member
Jan 2017 - Dec 2018
Associate Vice President, Client Advisor
- 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
Jan 2015 - Dec 2016
Assistant Vice President, Associate Client Advisor
- 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
Jan 2013 - Dec 2014
Assistant Client Account Manager
- 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
Mar 2011 - Dec 2012
Small Business Manager
Hened, Ltd.
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.
Jul 2002 - Mar 2011
Fulbright Scholarship
Cjd Christophorusschule
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.
Sep 2009 - Aug 2010
Team & coworkers
Colleagues at Bessemer Trust
Other employees you can reach at bessemer.com. View company contacts for 1000 employees →
JS
Jennifer Sommer
Colleague at Bessemer Trust
New York City Metropolitan Area, United States
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JB
Jaime Brosche
Colleague at Bessemer Trust
Henderson, Nevada, United States, United States
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JS
Jay Salzman
Colleague at Bessemer Trust
New York City Metropolitan Area, United States
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SM
Sharon Martin
Colleague at Bessemer Trust
Palm Beach, Florida, United States, United States
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KK
Khushi Kachhiapatel
Colleague at Bessemer Trust
Woodbridge, New Jersey, United States, United States
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CE
Carlisle Edouard
Colleague at Bessemer Trust
Brooklyn, New York, United States, United States
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CR
Coles Romaine, Cfp®
Colleague at Bessemer Trust
New York City Metropolitan Area, United States
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JC
Juan Cristian Segui
Colleague at Bessemer Trust
Key Biscayne, Florida, United States, United States
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DS
Diana Sun
Colleague at Bessemer Trust
New York, New York, United States, United States
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RO
Richard Ober
Colleague at Bessemer Trust
New York, New York, United States, United States
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Jennifer Sommer
Colleague at Bessemer Trust
New York City Metropolitan Area, United States
View →
JB
Jaime Brosche
Colleague at Bessemer Trust
Henderson, Nevada, United States, United States
View →
JS
Jay Salzman
Colleague at Bessemer Trust
New York City Metropolitan Area, United States
View →
SM
Sharon Martin
Colleague at Bessemer Trust
Palm Beach, Florida, United States, United States
View →
KK
Khushi Kachhiapatel
Colleague at Bessemer Trust
Woodbridge, New Jersey, United States, United States
View →
CE
Carlisle Edouard
Colleague at Bessemer Trust
Brooklyn, New York, United States, United States
View →
CR
Coles Romaine, Cfp®
Colleague at Bessemer Trust
New York City Metropolitan Area, United States
View →
JC
Juan Cristian Segui
Colleague at Bessemer Trust
Key Biscayne, Florida, United States, United States
View →
DS
Diana Sun
Colleague at Bessemer Trust
New York, New York, United States, United States
View →
RO
Richard Ober
Colleague at Bessemer Trust
New York, New York, United States, United States
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3 education records
John Mcquade education
Master Of Business Administration (M.B.A.), Business Administration And Management, General
Cannon Trust School Level Iii Graduate, Trust And Estate Administration, Retirement Planning, Insurance
Cannon Trust School
B.A., German Studies
FAQ
Frequently asked questions about John Mcquade
Quick answers generated from the profile data available on this page.
What company does John Mcquade work for?
John Mcquade works for Bessemer Trust.
What is John Mcquade's role at Bessemer Trust?
John Mcquade is listed as Principal, Senior Client Advisor at Bessemer Trust at Bessemer Trust.
Where is John Mcquade based?
John Mcquade is based in Larchmont, New York, United States while working with Bessemer Trust.
What companies has John Mcquade worked for?
John Mcquade has worked for Bessemer Trust, Hened, Ltd., and Cjd Christophorusschule.
Who are John Mcquade's colleagues at Bessemer Trust?
John Mcquade's colleagues at Bessemer Trust include Jennifer Sommer, Jaime Brosche, Jay Salzman, Sharon Martin, and Khushi Kachhiapatel.
How can I contact John Mcquade?
You can use AeroLeads to view verified contact signals for John Mcquade at Bessemer Trust, including work email, phone, and LinkedIn data when available.
What schools did John Mcquade attend?
John Mcquade holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Columbia University - Columbia Business School.
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