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Jo Ann Engelhardt

Jo Ann Engelhardt
Eighth District (2022 – 2025)
Managing Director and Senior Client Advisor at Bessemer Trust
New York University School of Law, J.D., 1975

Ms. Engelhardt is Managing Director and Senior Client Advisor at Bessemer Trust. She leads a team responsible for providing clients with thoughtful, highly personalized Investment Management, Wealth Planning, and Family Office Services advice.

Previously, Ms. Engelhardt was President and CEO of Merrill Lynch Trust (Florida) and practiced trust and estates law at Carter, Ledyard & Milburn.

She received a B.A. from Barnard College and a JD and LL.M from New York University School of Law.

Ms. Engelhardt is a member of the American Bar Association, a Delegate to the House of Delegates, a member of the Steering Committee of Practice Forward, and serves as co-Chair of the Florida Fellows of the ABF. She serves on the Board of the Rhode Island Aviation Hall of Fame. She has lectured and written extensively. In 2007 she was named by Global Investor Magazine as one of “20 Highly Regarded Women in Wealth”; in 2008 she was honored as a Distinguished Accredited Estate Planner.