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 115 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 25 years of experience in the financial services industry. 

Richard is the Treasurer of Teatown Lake Reservation, a nonprofit nature preserve and environmental education center located in the Lower Hudson Valley. He is also the past Chair of Harlem Commonwealth Council, whose mission is to stimulate economic development in Harlem, Upper Manhattan, and the Bronx. 
 
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 a Master of Business Administration in finance from Columbia Business School and a Bachelor of Science in electrical engineering from Boston University.