Mr. Okun is Managing Director and Senior Wealth Advisor at Bessemer Trust. In this role, he leads a team responsible for initiating relationships with clients in the upper Midwest region by understanding their objectives and presenting solutions across the firm’s comprehensive capabilities in Investment Management, Wealth Planning, and Family Office Services. Previously, he served 13 years as Regional Director in the Naples and Chicago offices. Prior to rejoining Bessemer, Mike was Vice President and Private Wealth Advisor at Goldman Sachs in Palm Beach, where he was a partner on a team that managed assets for wealthy individuals, families, and foundations. Before that, he was an estate plan