Young v. Bessemer Trust Co., N.A.

2025 NY Slip Op 30989(U)
CourtNew York Supreme Court, New York County
DecidedMarch 25, 2025
DocketIndex No. 154722/2020
StatusUnpublished

This text of 2025 NY Slip Op 30989(U) (Young v. Bessemer Trust Co., N.A.) is published on Counsel Stack Legal Research, covering New York Supreme Court, New York County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Young v. Bessemer Trust Co., N.A., 2025 NY Slip Op 30989(U) (N.Y. Super. Ct. 2025).

Opinion

Young v Bessemer Trust Co., N.A. 2025 NY Slip Op 30989(U) March 25, 2025 Supreme Court, New York County Docket Number: Index No. 154722/2020 Judge: James d'Auguste Cases posted with a "30000" identifier, i.e., 2013 NY Slip Op 30001(U), are republished from various New York State and local government sources, including the New York State Unified Court System's eCourts Service. This opinion is uncorrected and not selected for official publication. FILED: NEW YORK COUNTY CLERK 03/26/2025 09:19 AM INDEX NO. 154722/2020 NYSCEF DOC. NO. 91 RECEIVED NYSCEF: 03/25/2025

SUPREME COURT OF THE STATE OF NEW YORK NEW YORK COUNTY PRESENT: Hon. James E. d’Auguste PART 55 Justice ---------------------------------------------------------------------------------X INDEX NO. 154722/2020 FRANK YOUNG, MOTION DATE 04/16/2024 Plaintiff, MOTION SEQ. NO. 001 -v- BESSEMER TRUST COMPANY, N.A, ISABELLA DECISION + ORDER ON CONENNA, MOTION Defendants. ---------------------------------------------------------------------------------X

The following e-filed documents, listed by NYSCEF document number (Motion 001) 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52, 53, 54, 55, 56, 57, 58, 59, 60, 61, 62, 63, 64, 65, 66, 67, 68, 69, 70, 71, 72, 73, 74, 75, 76, 77, 78, 79, 80, 81, 82, 83, 84, 85, 86, 87, 88, 89, 90 were read on this motion to/for SUMMARY JUDGMENT (AFTER JOINDER) .

In this action for employment discrimination, defendants Bessemer Trust Company, N.A.

(“Bessemer”) and Isabella Conenna (“Conenna”) move, pursuant to CPLR 3212, for summary

judgment to dismiss plaintiff Frank Young’s (“Young”) complaint.

BACKGROUND

Bessemer is a privately-owned company that provides wealth planning, investment

planning, investment management, and family office services to its clients (Alvino affidavit, ¶ 2).

Throughout his life, Young identified and presented as an Asian American male of Chinese

origin (Young affidavit in opp, ¶ 4). In February 2016, Young began working as a contractor in

Bessemer’s marketing department and in October 2016, at 60-years-old, Young became a full-

time employee in the position of Vice President, Marketing Design and Production (Kumar aff,

exhibit 1 (Young Dep Transcript) at 41-42). As a Marketing Design and Production Manager,

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Young assisted with design, print production, and project management (id. at 38). Young’s

position required attention to detail, ensuring proper execution of all marketing communication

material, project management skills and strong interpersonal skills to manage colleagues and

vendors (id. at 43-44).

At first, Young reported to Susan Gessner, Senior Vice President, Brand Marketing

Manager (“Gessner”). Gessner managed the design and production team. (id. at 45). At that

time, there were 15 employees and contractors, in addition to Young, and two other full-time

employees, Gessner, aged 64, and Joanna Steves-Kennedy (“Steves-Kennedy”), aged 52, in the

Marketing Department. During his deposition, Young testified that he and Gessner had a “great

working relationship” (Kumar aff, exhibit 1 at 74) and that she served as a mentor to him.

Young testified that Gessner did not give Young feedback that he could improve the quality of

his work (id. at 56). He could not recall areas where Gessner thought he could improve his

performance.

In Young’s 2017 performance review, Gessner stated that Young met expectations, but

needed improvement in several areas (Kumar aff, exhibit 1 at 58). She wrote glowing remarks

about Young’s work, including: “Frank has met the challenge of increased volume of projects by

leveraging and managing outsourced vendors” (Kumar aff, exhibit 6 at 2) and

“Frank produced newly designed and branded marketing collateral for unique client events, the Next Gen invitations, and the Phipps Next Gen events while ensuring that all of the other event-related materials were delivered on schedule. . . He is also adept at producing timely thought leadership pieces . . .” (id. at 1).

Additionally in the 2017 performance review, Gessner noted that Young struggled with

time management and “need[ed] to allocate time for planning and prioritization” in order to

“further develop in his role” (id. at 63-64). She suggested that Young “[e]nroll in a time

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management seminar,” “evaluate his on-going projects and present a plan to [Gessner] in early

January [2018]” (id. at 64).

In Young’s 2018 performance review, Gessner rated Young as meeting expectations. In

the areas of Project Management and Vendor Management, she rated him as exceeding

expectations. She further stated that by “skillfully managing a range of vendors and design

consultants, Frank is able to deliver high-quality materials to our business partners and

colleagues in a timely manner” (Kumar aff, exhibit 8 at 1). Gessner wrote several glowing

comments about Young’s work, including: “Frank managed the WME with great success” (id. at

2) and “Frank has excelled in the area of [produce marketing/design/production support] this

year by delivering the PE 15 Fund launch materials ahead of schedule . . .” (id. at 1). With

respect to her concerns about Young’s work, she wrote in part:

“For [Young] to move ahead in his career he needs to become more proactive when working on specific initiatives that involve senior management . . . It is critical that he communicates deadlines and deliverables clearly to key decision makers on the team – before, during and after meetings . . .” (id. at 9; Kumar aff, exhibit 1 at 86).

Gessner noted again that Young needed to become “more adept at presenting to senior

management” (id.; Kumar aff, exhibit 1 at 88). Gessner suggested that Young take a course in

Executive Presence.” (Kumar aff, exhibit 1 at 89). In early 2019, Gessner announced her

retirement and Young spoke to her about his interest in succeeding her (id. at 94). Gessner asked

Young whether he was “really interested” in the position as he “still had more to learn,”

including “how to deal with the senior management of the firm” (Kumar aff, exhibit 1 at 94, 95,

96). Bessemer began an external search for a qualified candidate to fill Gessner’s role and a

recruiter identified Conenna as a possible choice for the position (Alvino aff, ¶¶ 4-5; Conenna

dep 29). Bessemer selected Conenna for the position based upon her years of management

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experience, creative abilities, and specific brand knowledge (Alvino aff, ¶ 5). On July 9, 2019,

Conenna began her employment at Bessemer. (Conenna dep 19).

Young then began to report to Conenna (Kumar aff, exhibit 1 at 102). As Gessner was

not set to retire until December 2019, she was present to help with Conenna’s transition (id. at

100). From July through September 2019, Gessner and Young continued to work together on a

large project (id.). Connena supervised both Young and Steves-Kennedy. She invited each to a

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2025 NY Slip Op 30989(U), Counsel Stack Legal Research, https://law.counselstack.com/opinion/young-v-bessemer-trust-co-na-nysupctnewyork-2025.