David Bausman

Mr. Bausman is Senior Client Advisor at Bessemer Trust. 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.

Prior to rejoining Bessemer, David was Vice President at Brownson, Rehmus and Foxworth, responsible for client services and a member of the firm’s Public Markets and Financial Planning committees.
He is a member of the San Francisco Estate Planning Council and volunteers at San Francisco Financial Planning Day, an annual program that provides pro bono financial guidance. He is also a board member of KEEN San Francisco, a non-profit organization that provides recreational activities to children with disabilities.  

David earned an M.B.A. from the Santa Clara University Leavey School of Business and a B.S. in business administration from Sonoma State University. He is a CFP® professional, a Certified Trust and Financial Advisor and an enrolled agent, admitted to practice before the Internal Revenue Service.

 

Principal and Senior Client Advisor, Bessemer Trust
Board of Directors