Log in
Forgot password


Share this profile with your contacts or followers:

MEMBER PROFILE

 

Casey Haverstick

Bessemer Trust

 

Member profile details

Membership level
Connecticut Individual
First name
Casey
Last name
Haverstick
Title
Senior Wealth Advisor
Company
Bessemer Trust
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • Connecticut - Hartford New & Events
  • Connecticut News & Events
 

CONTACT INFORMATION

City
Greenwich
State
Connecticut
 

PROFILE INFORMATION

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.
Why I/we support XPX
I have been impressed with the high level of professionalism, information shared and networking opportunities within the XPX community.
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Equity
  • ESG
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Finance
  • Financial Modelling
  • Investments
  • Management succession
  • Philanthropy
  • Private equity
  • Sales
  • Strategic planning
  • Transaction advisory
  • Trusts
Client Industry(ies)
  • Financial Services
Professional Certification(s)
FINRA Series Tests: 3, 7, 55, 63, 24
In Business Since
2004
How to contact
Email/Phone/Coffee :)
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy