Phoebe Macleod
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Phoebe Macleod Email & Phone Number

Associate Client Advisor at Bessemer Trust at Bessemer Trust
Location: New York City Metropolitan Area, United States, United States 7 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Associate Client Advisor at Bessemer Trust
Location
New York City Metropolitan Area, United States, 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 at Bessemer Trust, a company with 1000 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Phoebe Macleod.

Phoebe Macleod previously worked as Associate Client Advisor at Bessemer Trust and Private Wealth Management Intern at Ubs. 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 at Bessemer Trust.

Current workplace

Phoebe Macleod's current company

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Bessemer Trust
Bessemer Trust
Associate Client Advisor at Bessemer Trust
new york, new york, united states
Website
Employees
1000
AeroLeads page
7 roles

Phoebe Macleod work experience

A career timeline built from the work history available for this profile.

Associate Client Advisor

Current

Greenwich, Connecticut, United States

Jul 2024 - Present

Private Wealth Management Intern

Ubs

Boston, Massachusetts, United States

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.

May 2023 - Aug 2023

Operations Intern

New York, United States

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

Boston, Massachusetts, United States

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

Wellesley, Massachusetts, United States

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

Medfield, Massachusetts, United States

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

Lexington, Massachusetts, United States

Jun 2019 - Aug 2019
Team & coworkers

Colleagues at Bessemer Trust

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2 education records

Phoebe Macleod education

Bachelor Of Arts - Ba, Economics Major And Management Minor

Activities and Societies: Manga Cum Laude, Varsity Women's Lacrosse, Kappa Kappa Gamma, Igniting Leader

Education record

Activities and Societies: Varsity field hockey, ice hockey, and lacrosse Peer Discussion Leader

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 at Bessemer Trust.

Where is Phoebe Macleod based?

Phoebe Macleod is based in New York City Metropolitan Area, United States, 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 David Romano, T Rusnak, Yaroslav Hushtyk, Barbara Burns-Freeman, and Sal Siminerio.

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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