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Zachary Powell

Bessemer Trust

 

Member profile details

First name
Zachary
Last name
Powell
Suffix/Designations
CFP®
Organization
Bessemer Trust
Title
Senior Client Advisor
 

Additional Membership Information

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Professional Bio
Mr. Powell is Senior Vice President and Senior Client Advisor at Bessemer Trust. In this role, he leads a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services.

Prior to joining Bessemer in 2017, Zach was part of the Corporate Analyst Development Program at J.P. Morgan.

Zach earned an M.B.A., Beta Gamma Sigma, from Villanova University and a B.A. in economics from Swarthmore College, where he played Division III baseball. He is a CFP® professional and a Certified Trust and Fiduciary Advisor.
Primary Discipline
Banking/Trust Administration
Secondary Discipline(s)
  • Financial Planning

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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