Terrence Chun
Managing Director, Senior Client Advisor at Bessemer Trust | Palo Alto, California, United States
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Terrence Chun, Managing Director and Senior Client Advisor at Bessemer Trust, brings a wealth of expertise in delivering comprehensive wealth management solutions to ultra-high-net-worth (UHNW) clients. In his current role, he oversees the entire spectrum of client relationships, integrating investment advisory, estate planning, tax strategies, insurance, and philanthropy to craft tailored, holistic wealth management plans. Terrence’s deep understanding of financial markets and investment management enables him to navigate complex asset allocations across public equities, fixed income, private equity, private credit, and alternative investments, including hedge funds and private placements.
A seasoned professional in investment advisory and capital markets, Terrence has successfully managed diverse portfolios that encompass equity long/short hedge funds, fixed income trading, and alternative investments. His expertise in bonds, hedge funds, and capital markets allows him to identify opportunities that align with clients’ risk tolerance and long-term objectives. Terrence’s strategic approach often involves leveraging his knowledge of fixed income and alternative investments to optimize risk-adjusted returns while maintaining liquidity and capital preservation.
At Bessemer Trust, he plays a pivotal role in advising family offices and UHNW individuals on complex wealth transfer strategies, estate planning, and philanthropic initiatives. His ability to integrate investment management with estate and tax planning ensures clients benefit from sophisticated, tax-efficient strategies. With a client-centric focus and a comprehensive understanding of financial markets, Terrence Chun continues to deliver exceptional value, helping clients preserve and grow their wealth across generations.
Managing Director, Senior Client Advisor at Bessemer Trust in September 2010 to Present
Partner/Research Analyst and Family Office Investment Professional at Breakwater Capital Management in January 2004 to September 2010
European government repo trader- London at Merrill Lynch in July 2001 to July 2003
Debt Capital Markets Syndicate trader at Merrill Lynch in August 1994 to July 2001
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Stanford University Graduate School of Business, September 1992 to September 1994
Stanford University, BA, September 1984 to September 1988
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Fixed Income
Investments
Hedge Funds
Alternative Investments
Investment Management
Investment Advisory
Wealth Management
Bonds
Capital Markets
Financial Markets
Trading
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Discover more about Bessemer TrustWhat is Terrence Chun email address?
Email Terrence Chun at [email protected] and [email protected]. This email is the most updated Terrence Chun's email found in 2026.
How to contact Terrence Chun?
To contact Terrence Chun send an email to [email protected] or [email protected]. (updated on January 11, 2025)
What company does Terrence Chun work for?
Terrence Chun works for Bessemer Trust
What is Terrence Chun's role at Bessemer Trust?
Terrence Chun is Managing Director, Senior Client Advisor
What is Terrence Chun's Phone Number?
Terrence Chun's phone (213) ***-*367
What industry does Terrence Chun work in?
Terrence Chun works in the Financial Services industry.
Terrence Chun Email Addresses
Terrence Chun Phone Numbers
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