Associate Client Advisor
Current
Jul 2024 - Present
AeroLeads people directory · profile
Phoebe Macleod Email & Phone Number
Associate Client Advisor
at
Bessemer Trust
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Client Advisor
Location
New York City Metropolitan Area, United States
Company size
Who is Phoebe Macleod? Overview
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Quick answer
Phoebe Macleod is listed as Associate Client Advisor at Bessemer Trust, a with 1000 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Phoebe Macleod.
Phoebe Macleod previously worked as Private Wealth Management Intern at Ubs and Operations Intern at Nest New York. Phoebe Macleod holds Bachelor Of Arts - Ba, Economics Major And Management Minor from Bucknell University.
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Bessemer Trust
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Profile bio
About Phoebe Macleod
Phoebe Macleod is a Associate Client Advisor at Bessemer Trust.
Current workplace
Phoebe Macleod's current company
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Bessemer Trust
7 roles
Phoebe Macleod work experience
A career timeline built from the work history available for this profile.
Private Wealth Management Intern
Managed and analyzed investment portfolios for over 32 ultra-high-net-worth families, focusing on optimizing risk-adjusted strategies across various sectors including Energy, Healthcare, and Technology. My role involved extensive research, strategic advisory, and collaboration with senior leaders and advisors to align with our clients’ financial ambitions and market dynamics.
May 2023 - Aug 2023
Operations Intern
Enhanced operational efficiency across five sectors of a fragrance company valued at approximately $200 million, utilizing Microsoft Office and ERP systems for data-driven analysis and process automation. My leadership in evaluating the profitability of a new warehouse location provided key insights to executives, influencing critical strategic decisions.
May 2022 - Aug 2022
Coach & Staff-Member
Mentored, supported, and supervised ~50 female athletes from grades 6-11 by fostering a positive team culture, sportsmanship, and integrity at local clinics and travel tournaments, Identified players’ strengths and positioned players in the team and on the field accordingly
May 2021 - Jul 2022
Personal Assistant
Gather Home
Managed various tasks and daily errands, including phone and email correspondence with global suppliers for interior design firm; Compiled cost estimates on various jobs through Excel and conceptualized room layouts and design elements for several full-home projects
May 2020 - Jun 2022
Office Manager
East Coast Crushing & Recycling
Served as the main financial manager, supporting business operations through QuickBooks; inputting slips, and sending invoices to 80+ clients on a bi-monthly basis, as well as managing bills and bank deposits
Aug 2019 - Aug 2021
Spa Attendant
Jun 2019 - Aug 2019
Team & coworkers
Colleagues at Bessemer Trust
Other employees you can reach at bessemer.com. View company contacts for 1000 employees →
AC
Arifin Cute
Colleague at Bessemer TrustWest Java, Indonesia
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PS
Preston Stahl
Colleague at Bessemer TrustDallas, Texas, United States
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PK
Patricia Killeen
Colleague at Bessemer TrustRed Bank, New Jersey, United States
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CF
Craig Fox
Colleague at Bessemer TrustNew York, United States
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KS
Kevin Silva
Colleague at Bessemer TrustNew York, United States
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JW
Jessica Wood, Cfp®
Colleague at Bessemer TrustPalm Beach Gardens, Florida, United States
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WC
William Clark
Colleague at Bessemer TrustWoodbridge, New Jersey, United States
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RC
Ryan Cerino
Colleague at Bessemer TrustAtlanta, Georgia, United States
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MB
M Bray
Colleague at Bessemer TrustMoose Jaw 161, Saskatchewan, Canada
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AK
Alexander Kiefer
Colleague at Bessemer TrustMiami, Florida, United States
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Arifin Cute
Colleague at Bessemer TrustWest Java, Indonesia
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PS
Preston Stahl
Colleague at Bessemer TrustDallas, Texas, United States
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PK
Patricia Killeen
Colleague at Bessemer TrustRed Bank, New Jersey, United States
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CF
Craig Fox
Colleague at Bessemer TrustNew York, United States
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KS
Kevin Silva
Colleague at Bessemer TrustNew York, United States
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JW
Jessica Wood, Cfp®
Colleague at Bessemer TrustPalm Beach Gardens, Florida, United States
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WC
William Clark
Colleague at Bessemer TrustWoodbridge, New Jersey, United States
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RC
Ryan Cerino
Colleague at Bessemer TrustAtlanta, Georgia, United States
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MB
M Bray
Colleague at Bessemer TrustMoose Jaw 161, Saskatchewan, Canada
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AK
Alexander Kiefer
Colleague at Bessemer TrustMiami, Florida, United States
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2 education records
Phoebe Macleod education
Bachelor Of Arts - Ba, Economics Major And Management Minor
Education record
FAQ
Frequently asked questions about Phoebe Macleod
Quick answers generated from the profile data available on this page.
What company does Phoebe Macleod work for?
Phoebe Macleod works for Bessemer Trust.
What is Phoebe Macleod's role at Bessemer Trust?
Phoebe Macleod is listed as Associate Client Advisor at Bessemer Trust.
Where is Phoebe Macleod based?
Phoebe Macleod is based in New York City Metropolitan Area, United States while working with Bessemer Trust.
What companies has Phoebe Macleod worked for?
Phoebe Macleod has worked for Bessemer Trust, Ubs, Nest New York, Revolution Lacrosse, and Gather Home.
Who are Phoebe Macleod's colleagues at Bessemer Trust?
Phoebe Macleod's colleagues at Bessemer Trust include Arifin Cute, Preston Stahl, Patricia Killeen, Craig Fox, and Kevin Silva.
How can I contact Phoebe Macleod?
You can use AeroLeads to view verified contact signals for Phoebe Macleod at Bessemer Trust, including work email, phone, and LinkedIn data when available.
What schools did Phoebe Macleod attend?
Phoebe Macleod holds Bachelor Of Arts - Ba, Economics Major And Management Minor from Bucknell University.
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