Max Gelfer

Managing Director, Chief Technology Officer at Bessemer Trust

New York, New York, United States

About Max Gelfer

Max Gelfer is Managing Director, Chief Technology Officer at Bessemer Trust. Location: New York, New York, United States.

I am a senior technology executive with extensive experience in global financial services and insurance organizations and a committed business partner focused on revenue growth, technology innovation, and leadership. My areas of expertise include: Insurance, Asset and Wealth Management, Private and Hedge Funds, Digital Client Engagement, Product Development, Technology Strategy and Innovation, Uplifting Leadership and Agile SDLC. As North America CIO at Chubb I transformed North America technology across all lines of business. I developed and implemented robust technology and data strategies, defined foundational platforms and delivery roadmap, implemented innovative insurance products, significantly improved agents’ experience, led evaluation of LLM AI platform and built a strong management team. Prior to Chubb, I spent 21 years at Goldman Sachs in senior technology roles, including: CTO of Wealth Management, where I defined strategy, platform and infrastructure to integrate all aspects of the business on a single technology chassis; Global Head of Alternative Investments, where I uplifted technology for external and internal hedge, private and real estate funds, and Co-Head of Asset Management technology, where I built a modular platform to seamlessly integrate front, middle, and back-office systems I serve on the Unqork Advisory Board as a Strategic Advisor and previously served in a similar position on the Duck Creek Technologies Advisory Board.

Skills

  • Equities
  • Capital Markets
  • Management

Additional experience

  • Strategic Advisor

    Unqork

    August 2023 – December 2023

Education

  • Master of Business Administration (MBA), Baruch College
  • Bachelor's degree, Radio Engineering Institute