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Zachary Powell

Bessemer Trust

 

Member profile details

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

Additional Membership Information

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Primary Discipline
Banking/Trust Administration
Secondary Discipline(s)
  • Financial Planning
Professional Bio
Mr. Powell is Vice President and Client Advisor at Bessemer Trust. In this role, he is a member of a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services.

Prior to joining Bessemer, Zach was in a rotational analyst program at J.P. Morgan.

Zach earned a B.A. in economics from Swarthmore College, where he played Division III baseball. He is currently pursuing an M.B.A. from the Villanova School of Business with an expected graduation date in May 2025. He is a CFP® professional and a Certified Trust and Fiduciary Advisor.

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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