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Max Gelfer — Managing Director, Chief Technology Officer · Bessemer Trust · New York, New York, United States.
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About
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.
Experience
Managing Director, Chief Technology OfficerCurrent
Bessemer Trust · New York City Metropolitan Area
Nov 2023 – Present
Board Member
Old Westbury Mutual Funds · New York City Metropolitan Area
Oct 2026 – Present
Education
Skills
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