Preston MacCoux
Associate Client Advisor at Bessemer Trust
- Role
- Associate Client Advisor at Bessemer Trust
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Associate Client Advisor
Jun 2024 — Present · Boston, MA, US
Responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services.
Education
Pius XI Catholic High School
High School Diploma
2014 — 2018
Weatherhead School of Management at Case Western Reserve University
Master of Science - MS, Corporate Finance
Phillips Exeter Academy
High School Diploma
2018 — 2019
Wesleyan University
Bachelor of Arts - BA, Economics
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