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Erica Zimmer

Principal, Senior Client Advisor @Bessemer Trust

Palm Beach, FL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2022 — Present

Principal, Senior Client Advisor @Bessemer Trust

New York, NY, US

Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. The Firm oversees more than $100 billion in assets for over 2,500 clients and provides an integrated approach to the various investments, tax, legacy-planning and philanthropic needs of its clients.

EDUCATION

N/A

Columbia University

Masters, Wealth Management

2004 — 2008

UCF College of Business

Bachelor of Business Administration (BBA)

ABOUT ERICA ZIMMER

Principal at Bessemer Trust

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