Career
Holly Macdonald has been Director of Bessemer Investment Management since January 2026. Holly Macdonald is a control person of the firm and directly owns under 5% of it.
Bessemer Investment Management LLC is a New York, NY firm with $47B under management, 11 clients and 45 advisers in one office, as of its March 2026 filing.
Bessemer Trust identifies Holly H. MacDonald as Chief Executive Officer, following roles as Chief Operating Officer and Chief Investment Officer. She joined in 2015 after serving as Managing Director in Emerging Markets and Global Currency Strategy at J.P. Morgan. She holds an MBA, with honors, from Columbia Business School and a B.A., magna cum laude, in philosophy with minors in finance and Spanish language and culture from Princeton University.
No adviser firm registrations are on Holly Macdonald’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 21 October 2002 |
| Series 7 | General Securities Representative Examination | 16 October 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Holly Huffman Macdonald
- CRD
- 4589089
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Holly Macdonald work?
Holly Macdonald has been Director of Bessemer Investment Management LLC since January 2026, and is a control person of the firm.
Does Holly Macdonald have a current investment-adviser registration?
Holly Macdonald has no current investment-adviser or broker registration.
What exams has Holly Macdonald passed?
Holly Macdonald has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in October 2002. FINRA credited Holly Macdonald with the SIE, which began in October 2018.