Casey Haverstick
Bessemer Trust
Greenwich, Connecticut
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
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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