Richard Shaw, CFP®, MBA

Richard is Principal and Senior Client Advisor at Bessemer Trust, a multifamily office that has served individuals and families for more than 110 years. 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, leveraging over 20 years of experience in the financial services industry. Richard serves as Chair of Teatown Lake Reservation Nature Preserve and Education Center’s Investment Committee, helping to manage their endowment assets. He is also the past Chair of Harlem Commonwealth Council, whose mission is to stimulate the economic development of Harlem, Upper Manhattan and the Bronx through the creation of enterprises, the generation of jobs, the support of business and the education of its residents.

Richard is a CFP® professional, a Certified Trust and Financial Advisor, an Honor Graduate of the Cannon Trust School and a member of the Financial Planning Association of Metro NY and the Estate Planning Counsel of NYC. He earned an MBA in finance from Columbia Business School and a Bachelor of Science in electrical engineering from Boston University.