Bessemer Trust
Lisa Purvis is a seasoned tax professional currently serving as a Senior Tax Manager at Bessemer Trust since January 2024. Prior to this role, Lisa held various positions at Deloitte Tax LLP from January 2011, including Acting Manager and Senior Tax Consultant, specializing in partnership, individual, and corporate tax compliance. Lisa's early career included a role as a Staff Accountant at Grasso & Company LLC from February 2006 to April 2010. Educational qualifications include a Master's Degree in Accountancy from Saint Peter's University (2007-2010) and a Bachelor's Degree in Business Administration and Management from Southern New Hampshire University (2000-2004), as well as a high school diploma from Gardiner Area High School (1997-2000).
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Bessemer Trust
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Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.