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Kira Rosoff

Bessemer Trust

 

Member profile details

First name
Kira
Last name
Rosoff
Organization
Bessemer Trust
Title
Senior Wealth Advisor
 

Additional Membership Information

Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Investments
Professional Bio
Ms. Rosoff is Senior Vice President and Senior Wealth Advisor at Bessemer Trust. In this role, she leads a team responsible for initiating relationships with clients by understanding their objectives and presenting solutions across the firm’s comprehensive capabilities in Investment Management, Wealth Planning, and Family Office Services.

Prior to joining Bessemer, Kira was a vice president at Deutsche Bank, responsible for business development with family offices, hedge funds, and private foundations. Before that, she worked at Alinda Capital Partners as an associate in investor relations, responsible for the management of new and existing institutional relationships.

She is a member of the Economic Club of New York, where she was also a Fellow, and is actively involved with Citymeals on Wheels, The Rider’s Closet, and Memorial Sloan Kettering Cancer Center.

Kira earned an M.B.A. from the MIT Sloan School of Management and an A.B. in history from Duke University.

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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