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Casey Haverstick

Bessemer Trust

Greenwich, Connecticut
About
Company name
Bessemer Trust
Business title
Senior Wealth Advisor
Contact
How to contact
Email/Phone/Coffee 🙂
Professional Profile

Call Me When

I help high net worth individuals and families get integrated into Bessemer Trust. Call me for help navigating complex situations such as the sale of a business or divorce with a high level of personalization and service.

Professions

Wealth Manager

Functional Expertise

Business development
Equity
Estate planning
Family business
Finance
Financial Modelling
Investments
Management succession
Philanthropy
Private equity
Sales
Strategic planning
Transaction advisory
Trusts
Exit/Transition Planning
ESG

Professional Certification

FINRA Series Tests: 3, 7, 55, 63, 24

Client Industries

Financial Services
Chapter information
Connecticut

Membership

Connecticut Individual

Member since

New Member

Why I'm a Member of XPX

I have been impressed with the high level of professionalism, information shared and networking opportunities within the XPX community.
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