Titles listed represent Wealth Management services. Those with an asterisk (*) also provide Trust services. Please see complete bio for further details.
John is the Chief Investment Officer of Evercore Wealth Management, responsible for the firm’s market outlook and asset allocation policy. He has over 30 years of experience managing balanced investment portfolios for high net worth clients and foundations and endowments.
Prior to joining Evercore in 2008, John was a managing director of U.S. Trust, which he joined in 1984. He was responsible for managing $2 billion of client assets, representing many of U.S. Trust’s most significant clients. Additionally, John served as the Chief Investment Officer of U.S. Trust of New York from 2003 to 2005, and as the head of Equity Investments and the Chair of the Equity Investment Committee from 2005 to 2008. For 15 years, he was an active participant in the formulation of overall investment strategy and a member of the U.S. Trust Investment Strategy Committee.
Prior to attending business school, John was on the staff of the U.S. Senate Labor and Human Resources Committee and worked on federal budget matters.
John received his B.A. from Bucknell University and an M.B.A. from New York University. He holds the Chartered Financial Analyst designation and is a former member of the Board of the New York Society of Security Analysts.
Tim is a Partner and Portfolio Manager in the San Francisco office of Evercore Wealth Management, serving West Coast families, foundations and endowments. He has over 20 years of investment experience.
He joined the firm in 2012, following the acquisition of Mt. Eden Investment Advisors, which he joined in 2004 as a founding partner. Previously, Tim was a portfolio manager at Weiss, Peck & Greer and, earlier, the director of research at Sand Hill Advisors and a research analyst at Verissimo Research & Management.
Tim received two B.A. degrees from UC Berkeley, in Political Economy and German, and a Masters in International Affairs and Finance from UC San Diego. He holds the Chartered Financial Analyst designation, as well as the Accredited Investment Fiduciary® designation. He is a member of the CFA Institute and the CFA Society San Francisco.
Jonathan is a Partner and Portfolio Manager at Evercore Wealth Management, managing assets for families, endowments and foundations.
He joined Evercore in 2012 from U.S. Trust where he led a team of portfolio managers and was responsible for managing the assets of high net worth individuals and family foundations. Prior to joining U.S. Trust in 2000, he directed investments at Ader Associates, a New York-based financial planning firm.
Jonathan has a B.S. from Hobart College and holds the Chartered Financial Analyst and holds a CFP® certification. He is a member of the editorial review board of the Journal of Financial Planning and the CFA Society of New York.
Sean is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. He advises families, foundations and endowments, delivering comprehensive planning solutions and fiduciary services. Evercore Wealth Management and Evercore Trust Company, N.A. serve clients across the United States.
Sean joined Evercore in 2024 from Clarfeld Citizens Private Wealth where he worked for 14 years as a senior advisor to ultra high net worth families, business owners, private equity principals, and senior corporate executives. He developed and executed creative investment, estate, tax, cash flow, and risk management strategies for his clients. He also contributed to the firm’s financial planning strategy and business development efforts throughout the Northeast.
Sean serves as a member of the board of directors and Treasurer for Legal Services of the Hudson Valley.
Sean earned a B.B.A degree in Finance and Economics from Queens College and an M.B.A. from the Zicklin School of Business at Baruch College. He also holds the CFP® certification.
Ruth Calaman is a Partner at Evercore Wealth Management and the Chief Compliance Officer and General Counsel of Evercore Wealth Management and Evercore Trust Company, N.A. She is responsible for all aspects of legal, compliance, and risk management.
She joined Evercore in 2011 from Goldman Sachs, where she served as the Chief Compliance Officer of The Goldman Sachs Trust Company, N.A. and The Goldman Sachs Trust Company of Delaware. She was previously the Chief Compliance Officer of Morgan Stanley Trust, FSB, and Morgan Stanley Trust, N.A.
Ruth is a member of the Fiduciary and Investment Risk Management Association, Inc. (FIRMA) and the Co-Chair of the National Women’s Law Center Leadership Advisory Committee. She holds a Certified Regulatory Compliance Manager (CRCM) certification from the Institute of Certified Bankers and a Certified Fiduciary & Investment Risk Specialist (CFIRS) designation from the Cannon Financial Institute.
Ruth received her B.A. in Latin American Studies from Brown University and a J.D. from St. John’s University School of Law. She is admitted to practice law in New York.
Julio is a Partner and Wealth & Fiduciary Advisor at the Florida offices of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., providing families, foundations and endowments throughout the Southeast with comprehensive, goals-based wealth planning. He works closely with the firm’s investment portfolio managers and advises clients on strategic wealth planning, asset allocation, and fiduciary and family wealth matters, including governance, next-generation education, and philanthropy. He is a member of Evercore Trust Company’s Fiduciary Oversight Group.
Julio joined the firm in 2014 from GenSpring Family Offices in Florida, where he led new business development and client integration, and was a member of the national leadership committee. He previously practiced as an attorney, specializing in trust litigation and in estate and tax planning, and as an accountant, focused on individual and trust estate planning. He has 30 years of experience in wealth management.
Julio is an active member of several public and private charitable organizations; including the Community Foundation of Tampa Bay. Additionally, he serves on several Florida Bar committees including the Real Property Probate and Trust Law’s Principal and Income Committee.
Julio earned his B.A. in Accounting from the University of South Florida and his J.D. from University of Florida’s Levin College of Law.
Steve is a Managing Director and Portfolio Manager at Evercore Wealth Management.
Steve joined Evercore in 2019 from State Street Global Advisors, where he served as the lead portfolio manager for all tax-exempt municipal bond strategies and as co-portfolio manager for all taxable municipal bond strategies.
Previously, Steve served as a municipal research analyst at the Hartford Investment Management Company and as a public finance investment banker. He had 15 years of municipal bond experience prior to joining Evercore.
Steve received his B.A. in Economics from Northwestern University. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute.
Paulo is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., serving families, foundations and endowments.
He joined the firm in 2012 from Convergent Wealth Advisors, where he served as a lead advisor to high net worth families, responsible for designing and implementing wealth management strategies. Paulo was previously a senior investment analyst at Ipreo and, earlier, a senior analyst at Thomson Reuters.
Paulo received a B.A. in Economics & Business and International Affairs from Lafayette College. He holds the Certified Trust and Fiduciary Advisor designation. In addition to English, he speaks Portuguese and Spanish.
Michael is a Partner and Wealth & Fiduciary Advisor at the Florida offices of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., providing families, foundations, and endowments throughout the Southeast with comprehensive, goals-based wealth planning. He is the manager of the firm’s Florida offices in Tampa and Palm Beach.
He works closely with the firm’s investment portfolio managers and advises clients on strategic wealth planning, asset allocation, and fiduciary and family wealth matters, including governance, next-generation education, and philanthropy. He is a member of the national Strategic Planning Committee, the Investment Policy Committee and the national Financial Planning Committee.
Michael joined Evercore in 2014 with Julio Castro and Arthur Noderer to establish the firm’s Southeast office. He previously served as a principal at GenSpring Family Offices in Florida, where he led business development and wealth planning and family office services for the firm’s ultra high net worth clients. Prior to joining GenSpring, he served as an advisor to ultra high net worth client families. He has 30 years of experience in wealth management.
Michael earned his B.S. from Florida State University, with a concentration in Finance and Accountancy.
Howard is a Partner and the Director of Municipal Bond Research for Evercore Wealth Management. He has over 30 years of experience in analyzing municipal securities.
Prior to joining Evercore in 2009, Howard was a director at the Public Finance Department of Financial Guaranty Insurance Company for 11 years. He previously was a vice president with the investment banking firm of Prager, Sealy & Co. and, earlier, a vice president at Moody’s Investors Service. He began his career as an economist with the New York State Senate Finance Committee in Albany, New York.
Howard is widely quoted in the media, including The Wall Street Journal, Bloomberg News/Business Week, Barron’s, Reuters, The Financial Times and The Bond Buyer, and he has appeared on CNBC, National Public Radio and Bloomberg News.
Howard received a Bachelor’s Degree in Economics from the State University of New York at Albany, and a joint Master’s Degree in Public Affairs from the Lyndon B. Johnson School of Public Affairs and an M.B.A. from the McCombs School of Business.
Tracy is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing administrative services to families, foundations and endowments at the Palm Beach office.
Prior to joining Evercore in 2019, Tracy was for 18 years an assistant vice president and trust administrative assistant at U.S. Trust, Bank of America Private Wealth Management.
Tracy received her B.S. in Management and her B.A. in Economics from East Stroudsburg University in northeast Pennsylvania. She also attended Florida Bankers Trust School where she graduated first in her class and earned the Tinsley Wells Award. She is a member of the East Coast Estate Planning Council.
Tim is an Equity Portfolio Manager and the Chair of the Equity Selection Committee at Evercore Wealth Management. He is also the co-manager of the Evercore Equity Fund, an equity mutual fund advised by the firm. Tim has over 30 years of experience managing balanced portfolios for high net worth clients, equity accounts for institutional clients, and equity mutual funds.
Tim joined Evercore in 2009. He was previously a managing director at U.S. Trust, and, following Bank of America’s acquisition of U.S. Trust, a senior equity portfolio manager with Columbia Management, where his group managed over $14 billion in assets.
Tim received his B.A. from Princeton University and an M.B.A. from Columbia University.
He is the Chairman of the Mianus River Gorge Preserve and is on the board and Treasurer of the Blythedale Children’s Hospital in Valhalla, New York.
Ashley is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., serving high-net-worth individuals and families from the Evercore Wealth Management office in New York.
She joined Evercore in 2009 as a fixed income portfolio assistant, providing trading and operational support to the firm’s tax-exempt and taxable fixed income portfolio managers. She was promoted to her current role in 2012. Prior to joining Evercore Wealth Management, she worked in equity research at FBR Capital Markets.
Ashley received her B.A. from the University of Virginia. She holds the Certified Trust and Fiduciary Advisor designation and has achieved Cannon Financial lnstitute’s Honor Graduate status.
Meredith is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., serving high net worth individuals, families, and trusts from the Tampa office. She provides support in fiduciary administration, wealth management and financial planning disciplines.
Prior to joining Evercore in 2020, Meredith utilized her broadly developed skills to help manage two successful family businesses, contributing in the areas of financial analysis, strategic planning, tax reporting, employee benefits programing, market research, business development and marketing.
Meredith received her B.S. in Entrepreneurship, with minors in Marketing and Advertising and her Certificate in Financial Planning from the University of Tampa. She was an NCAA scholarship athlete and academic scholar during her time at the University of Tampa.
Karen is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management, providing families, foundations and endowments with comprehensive, goals-based wealth planning and a Managing Director at Evercore Trust Company, N.A. She is a member of Evercore Trust’s Personal Trust Advisory Committee, which is responsible for setting the firm’s fiduciary policy for the personal trust business. She is also a member of Evercore Trust Company’s Fiduciary Oversight Group and Compliance and Operational Risk Committee.
Before joining Evercore in 2008, Karen was responsible for the New York metropolitan regional trust group at U.S. Trust and provided the division with technical expertise and advice on all fiduciary, risk management, and business issues. She has over 40 years of experience advising ultra high net worth families in wealth planning and fiduciary and family offices services.
Karen received her B.S. in Criminal Justice from The American University and holds her Certified Financial Planner license.
She is a past member of the Estate Planning Council of New York City, as well as a past board member and past Treasurer of Opus 118, Harlem School of Music.
Nancy is a Partner and Financial Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., working in a business development role with high net worth families and their outside advisors. She has over 30 years of experience as a trusts and estates attorney and in issues surrounding intergenerational wealth.
Prior to joining Evercore in 2008, Nancy ran the estate planning department at U.S. Trust and headed the firm’s intergenerational wealth planning group. She previously worked at Fried, Frank, Harris, Shriver & Jacobson as a trust and estates lawyer.
Nancy earned a B.A., magna cum laude, from Ithaca College and her J.D. from New England School of Law. She is a member of both the New York and Massachusetts Bar Associations.
Nancy was a founding member and continues to be a member of the Leadership Committee of the UJA-Federation of New York Lawyers Division Trusts & Estates Group. She also serves as a member of the Professional Advisors Council Committee of Lincoln Center for the Performing Arts, the Metropolitan Museum of Art’s Planned Giving Professional Advisory Council, and the Central Park Conservancy Planned Giving Professional Advisory Council. Nancy previously sat on the Board of the Irvington Institute for Immunological Research, Hospital for Special Surgery, Wilson Society Advisory Council as Co-Chair, the Museum of Modern Art’s Planned Giving Advisory Committee, the National YoungArts Foundation, the Parents’ Steering Committee at Colgate University and the Parent’s Committee at Northwestern University.
Neza Gallitano is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. She works with high net worth individuals and families to provide comprehensive, goals-based wealth planning.
She joined Evercore in 2023 from myCIO Wealth Partners, where she was a partner serving as lead financial counselor focused on complex estate and tax planning, executive benefits planning, and investment management.
Prior to joining myCIO Wealth Partners, Neza worked at Cerity Partners and Deutsche Bank.
Neza earned a B. A. in Italian Studies with a concentration in International Business from Georgetown University. She holds the CFP® and Certified Divorce Financial Analyst designations.
Russell is a Director and Portfolio Manager at Evercore Wealth Management, specializing in fixed income. He has 9 years of experience working on Evercore’s proprietary taxable and tax-exempt fixed income strategies. He is a member of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and ongoing monitoring of all third-party investment managers.
Prior to joining Evercore in 2014, Russell interned with a private banking group at Merrill Lynch, where he focused on investment research for municipalities and corporations.
Russell received a B.A. in Economics from Ithaca College in 2014 with a minor in Finance. He is a member of the Municipal Bond Buyers Conference.
Gary is a Senior Advisor to Evercore Wealth Management and is a retired Partner.
Gary joined Evercore Wealth Management in 2008 and retired as a Portfolio Manager in 2020. Before retiring, Gary worked for over 40 years in managing fixed income investment strategies.
Gary was a managing director and senior portfolio manager at U.S. Trust. As manager of the personal fixed income division, he oversaw fixed-income investment and administration for $6 billion in client assets. Following Bank of America’s acquisition of U.S. Trust in 2007, Gary was a managing director and fixed income specialist with Columbia Management. Gary joined U.S. Trust from The Portfolio Group, a Chemical Bank affiliate, where he co-founded the tax-exempt bond management service.
Gary received his B.A. in Economics from Lafayette College and his M.B.A. in Finance from New York University. He is a member of the Municipal Bond Buyers Conference.
Sebastian is a Partner and Head of Operations at Evercore Wealth Management and the Chief Operations Officer at Evercore Trust Company, N.A.
Prior to joining Evercore in 2019, Sebastian worked for six years at Shepherd Kaplan Krochuk, a Boston-based Registered Investment Adviser, as managing director of operations and chief compliance officer. He was responsible for the firm’s operations, technology development and management efforts, and for the development and ongoing review of the regulatory compliance program.
Sebastian earlier worked at JPMorgan & Chase, Co., for nine years.
He received a B.A. in Management from Manhattanville College.
Max is a Director and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments.
Prior to joining Evercore in 2016, Max worked at Raymond James Financial in real estate banking and at CBRE in the multifamily investment capital markets platform. Earlier, he worked for the State of Florida’s Office of Financial Regulation as a bank examiner.
Max graduated from the University of Florida with a B.S. in Finance. Max is a member of the Endowment Board for St. John’s Episcopal Church & Day School in Tampa, Florida. He holds the Chartered Financial Analyst designation and currently serves as President of CFA Society Tampa Bay.
Stephanie is a Partner and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments.
Stephanie is the Chair of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and ongoing monitoring of all third-party investment managers.
Stephanie joined Evercore in 2014 from Brandywine Group Advisors, a multifamily office, where she worked for eight years as an investment director, responsible for all aspects of the investment process. She previously worked at J.P. Morgan for seven years, focused on alternative asset management and private banking. She has significant experience in managing portfolios for high net worth individuals and families that invest in both alternative and traditional asset classes, including public equity, fixed income, hedge funds and private equity strategies.
Stephanie received her B.A. from the University of Colorado and her M.B.A. from Rice University’s Jones Graduate School of Business. Stephanie holds the Chartered Financial Analyst designation.
Rachel is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing support in financial planning, fiduciary administration, and client services for families. She has 15 years of experience in the financial services industry.
Prior to joining Evercore in 2017, she was a Paraplanner at Allodium Investment Consultants serving on a team responsible for delivering wealth management services to high net worth individuals and foundations. She started her career with Wells Fargo Advisors providing investment operation support to Financial Advisors.
Rachel received a B.S. in Business Marketing from St. Cloud State University.
Jim is a Partner and Portfolio Manager at Evercore Wealth Management. He has over 25 years of experience in managing fixed-income investment strategies.
Prior to joining Evercore in 2008, Jim was a managing director and portfolio manager at U.S. Trust, where he managed fixed-income portfolios for high net worth individuals. Following Bank of America’s acquisition of U.S. Trust, Jim was a managing director and fixed income specialist with Columbia Management where he was part of a team with investment management responsibility for $6 billion.
Jim was earlier the head of the Fixed Income Management Department at Glickenhaus & Co., a managing director and municipal bond trader at Lebenthal & Co., and an assistant vice president and municipal bond trader at Oppenheimer & Co., where he focused primarily on securities from the states of New York, New Jersey, and Connecticut.
Jim received his B.A. in Economics from Hobart College. He is a member of the Municipal Bond Club of New York and the Executive Director and Founder of the Harborfields Lacrosse Club, a not-for-profit youth sports organization.
Andrew is a Director at the firm, where he supports the Equity Selection and Manager Selection Committees. He also conducts investment analytics for client portfolios.
Prior to joining Evercore Wealth Management, Andrew was a research analyst at Allianz Global Investors, where he supported the mid cap portfolio management team and other sector analysts. Previously, he was a senior associate at BayStreet Research, a boutique market research firm that focused on the wireless telecommunications industry.
Andrew received his B.A. in Economics from the University of California at Berkeley and his M.S. in Finance from the University of San Francisco. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco and the CFA Institute. He also serves on the board of the CCDC Legacy Foundation, which supports the mission of the Chinatown Community Development Center.
Helena is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., advising families on wealth planning, fiduciary, and family wealth service issues. She works closely with clients’ outside advisors to implement sophisticated planning solutions.
She joined Evercore in 2014 from U.S. Trust, where she worked for 18 years as a trust and fiduciary officer and as a lead relationship advisor to families with complex wealth management needs.
Prior to joining U.S. Trust in 1997, she worked as a financial planner and portfolio manager for Train, Smith Counsel in New York, a wealth management firm serving high net worth individuals and families. Helena has over 30 years of experience in serving high net worth families.
She received her B.A. from the State University of New York at Albany and holds a CFP® certification.
Michael is a Partner and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments.
Michael joined Evercore in 2019 from Fieldpoint Private, a boutique private bank headquartered in Greenwich, Connecticut, where he served for two years as a senior investment advisor, providing asset allocation, security selection, and estate and tax planning advice to high net worth clients. He previously worked for 13 years as a senior portfolio manager at U.S. Trust, managing $2 billion in assets for families and foundations.
Prior to joining U.S. Trust, Michael worked in education and policy as a charter member of Teach for America and as the manager of external relations at the Manhattan Institute.
Michael received a B.A. at Rutgers College and an M.B.A. from the New York University Stern School of Business.
Pam is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., responsible for delivering comprehensive, multi-generational wealth management and planning advice to clients in the Midwest. She has 22 years of experience providing tax and financial services to high net worth clients.
Prior to joining Evercore in 2011, Pam was a financial principal at Lowry Hill, managing individual and family relationships. She was previously a tax accountant in the fiduciary tax division of Norwest Bank and a tax officer for C&S/Sovran Trust Company.
Pam received a B.S. in Accounting from the University of South Florida and successfully completed the CPA examination. She is a member of the Twin Cities Financial and Estate Planning Council.
Alex Lyden-Horn is a Managing Director and the Chief Fiduciary Officer, Director of Delaware Trust Services, and Trust Counsel at Evercore Trust Company, N.A. He is also the Chair of Evercore Trust Company’s Personal Trust Advisory Committee, which is responsible for setting the firm’s fiduciary policy for the personal trust business, and the Chair of Evercore Trust Company’s Fiduciary Oversight Group.
Prior to joining Evercore in May 2021, Alex served as President of Christiana Trust Company of Delaware, a wholly owned subsidiary of WSFS Financial Corporation. Prior to joining Christiana Trust in 2015, he served as Trust Counsel to Commonwealth Trust Company and, earlier, practiced as an estate planning and tax attorney at several law firms in Pennsylvania.
Alex earned a B.A. with distinction from Yale University, and both a J.D. and an LL.M. in taxation from the James E. Beasley School of Law at Temple University. He is a member of the Pennsylvania and New Jersey bars and a member of the Delaware bar under Rule 55.1.
Tom is a Managing Director and Portfolio Manager at Evercore Wealth Management. He is a member of the firm’s Investment Policy Committee.
He joined Evercore from U.S. Trust, Bank of America Private Wealth Management, where he worked as a senior portfolio manager. Previously, he served as the chief investment officer at Great Northern Capital, an asset manager for institutional and high net worth individual clients, and as the director of equity research at FAF Advisors and American Express Financial Advisors. He has over 25 years of investment experience in research and portfolio management.
He received his B.S. in Management from Saint John’s University and a Master’s Degree in Finance Analysis from the University of Wisconsin-Milwaukee. He holds the Chartered Financial Analyst designation.
Tom is a board member and Chair of the investment committee of the True Friends Foundation, which serves children and adults with disabilities. He is also a member and President of the alumni association board of directors at St. John’s University, a member of the finance council at St. John Neumann Catholic Church in Eagan, and a member of the CFA Society of Minnesota.
Jeff is the Chairman of Evercore Wealth Management and Evercore Trust Company, N.A. Jeff, Chris Zander and their partners established Evercore Wealth Management in 2008. The firm is now one of the leading independent Registered Investment Advisory firms in the United States (Barron’s, Financial Advisor1).
Jeff was earlier Chairman and CEO of U.S. Trust, where he started his career in 1970 and served as President and Chief Operating Officer before he was appointed CEO in 2001 and Chairman of the Board in March 2002. In 2003, he joined Lehman Brothers as Chairman and Chief Executive Officer of Lehman Brothers Trust Company and remained with the firm through 2007.
Jeff is the author of the book, Rich in America: Secrets to Creating and Preserving Wealth. Prominent in industry activities, he is a former Chairman of the American Bankers Association’s Trust and Investment Management Division. He is also actively involved in a number of community organizations in Florida and New York. He serves on the boards of several charitable organizations and acts as Chairman of the Board of the Hebrew Home at Riverdale in New York.
Jeff holds a B.A. from Alfred University, an M.B.A. from New York University, and a J.D. from St. John’s University School of Law.
Joe is a Vice President and Portfolio Manager at Evercore Wealth Management. He analyzes investments, manages customized asset allocations and coordinates performance reporting for clients.
Prior to joining Evercore in 2023, Joe worked at Merrill Lynch as an investment management specialist, responsible for portfolio construction, investment due diligence and performance evaluation for private wealth clients. He earlier worked as a portfolio management associate with U.S. Trust, where he supported the management of global multi-asset class portfolios for high-net-worth individuals and institutions.
Joe received his B.A. from Assumption College in 2012. He holds the Chartered Financial Analyst designation awarded by the CFA Institute and is a member of the CFA Society of New York.
Todd is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., focused on financial planning and goals-based asset allocation for individuals and families.
Prior to joining Evercore in 2018, Todd was an investment associate at Fiduciary Trust International, the private wealth management subsidiary of Franklin Templeton. He previously worked as a client service analyst with Fiduciary Trust International serving high net worth individuals and foundations.
Todd received a B.A. in Economics and Political Science from the University of Colorado.
Keith is a Partner at Evercore Wealth Management.
He was previously the founding partner of Mt. Eden Investment Advisors, which was acquired by Evercore Wealth Management in 2012. He directed the firm’s strategy and served as the chief investment officer and lead wealth strategy advisor. Keith has 31 years of experience in wealth management. Prior to founding Mt. Eden in 2004, he was a managing director at Weiss, Peck & Greer, responsible for the firm’s West Coast private client group. Previously, he worked at Scudder, Stevens & Clark.
Keith earned his B.A. in Economics from UC Berkeley and his M.B.A. from the UCLA Anderson Graduate School of Management. He holds the Certified Financial Planner license, the Chartered Financial Analyst designation, and the Accredited Investment Fiduciary designation.
He serves on the board of the San Francisco Symphony Youth Orchestra Committee and is past President of the San Francisco Estate Planning Council. He is a member of the Bay Area Financial Education Foundation, a member of The San Francisco Foundation Development and Donor Services Committee and a Director of the A.P. Giannini Foundation.
Justin Miller is a Partner and the National Director of Wealth Planning at Evercore Wealth Management, counseling advisors and clients on complex taxation, trusts and estates, charitable planning, and family governance issues. He additionally serves as a Senior Wealth and Fiduciary Advisor at the San Francisco office of Evercore Wealth Management and Evercore Trust Company.
Prior to joining Evercore in 2021, Justin was a national wealth strategist for 10 years at BNY Mellon. He previously was a managing director at Wells Fargo and began his career as a tax attorney at Sidley Austin.
Justin is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. He has served in leadership positions with the American Bar Association, California Bar Foundation, San Francisco Estate Planning Council, and State Bar of California, and is a former editor-in-chief of the California Tax Lawyer. Additionally, he is a past recipient of the Outstanding Conference Speaker Award from the California Society of CPAs and the V. Judson Klein Award from the California Tax Bar.
Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law. He also holds the Accredited Estate Planner® designation and CERTIFIED FINANCIAL PLANNER™ certification and is a member of the State Bar of California.
Judy is a Partner and Portfolio Manager at Evercore Wealth Management in San Francisco, managing investment portfolios for families, endowments and foundations. She is a member of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and monitoring of all third-party investment managers.
Prior to joining Evercore, Judy was a vice president at U.S. Trust, and a senior portfolio manager at Charter Financial Group, Inc. in Washington, D.C.
She received a B.A. in Economics from the University of California – Berkeley, an M.B.A. from Georgetown University’s McDonough School of Business, and holds the Chartered Financial Analyst designation. She is a member of the CFA Institute and the CFA Society of San Francisco, and also serves on the Board of Trustees of Santa Catalina School.
Kate is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A. She works with families, foundations and endowments and their other trusted advisors to provide comprehensive, multi-generational wealth planning and fiduciary advice to our clients’ families. She is a member of Evercore Trust Company’s Fiduciary Oversight Group.
Kate joined Evercore in 2009 from U.S. Trust, where she led a number of complex personal and fiduciary relationships and served as leader of the Southwest Connecticut and Long Island Trust groups.
Kate received her B.S. in Finance from Le Moyne College. She is a graduate of the New York Bankers Association Estate Administration School. Kate is a member of the Calvary Hospital Professional Advisors Council, and she volunteers as a high school student mentor through Student Sponsor Partners, a not-for-profit serving underserved NYC high school students. Kate served as a past Executive Board member and Finance Committee member of Silver Source, a not-for-profit organization serving senior adults in Fairfield County, CT.
Arthur is a Partner and Portfolio Manager at Evercore Wealth Management in Tampa, Florida. He is a member of the firm’s investment decision-making body, the Asset Allocation Committee, and the Investment Policy Committee. He has over 30 years of experience in managing investment strategies for high net worth families, endowments and foundations.
He joined Evercore from SunTrust Bank, where he worked for 18 years as an investment strategist. Prior to joining SunTrust, he worked for seven years as a registered representative with Paine Webber in the Florida region.
Arthur earned his B.S. from the University of South Florida, with a concentration in Finance. He holds the Chartered Financial Analyst designation.
Tom Olchon is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. He works with families, foundations and endowments and their other trusted advisors, delivering comprehensive planning and fiduciary services. Evercore Wealth Management and Evercore Trust Company, N.A. serve clients across the United States.
He joined Evercore in 2018 from Bessemer Trust, where he led a team responsible for delivering the firm’s wealth management services to ultra high net worth clients. These included investments, estate planning, tax planning, philanthropic advisory, inter-generational planning, closely held business advisory, and family office services.
Prior to joining Bessemer Trust in 2004, Tom worked as a portfolio manager at U.S. Trust, where he started his career in 2000.
Tom earned a Bachelor of Arts degree in economics at Gettysburg College and a Juris Doctor at New York Law School. He is a member of the New York Bar Association and the American Bar Association.
Aldo is a Partner and Portfolio Manager at the Palm Beach office of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., delivering global investment management to families, foundations and endowments.
He joined Evercore Wealth Management in 2018 from U.S. Trust, Bank of America Private Wealth Management, where he served as a managing director and senior portfolio manager. Prior to joining U.S. Trust in 2007, Aldo served as the chief investment officer of Crestmark Investment Management in Jupiter, Florida, and worked as a financial advisor at GenSpring Family Offices in Palm Beach Gardens. He was also previously an assistant professor of Applied Finance and Accounting at Palm Beach Atlantic University.
He has a B.S. degree in Business Administration and Finance from Florida International University, a Master’s in Accountancy from the University of Denver, and a Master’s in Finance from the University of Miami. He holds the Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Financial Planner and Certified Trust and Fiduciary Advisor designations.
Alex Pavelock is a Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing client support in the fiduciary administration, wealth management and financial planning disciplines.
Prior to joining Evercore in 2022, he worked eight years as a client advisor at Bessemer Trust Company on a team responsible for delivering wealth management and trust services to ultrahigh net worth clients.
Alex received his B.A. in Economics and B.S. in Management and Business from Skidmore College and a J.D. from Fordham University School of Law. Alex holds the Certified Trust and Fiduciary Advisor designation.
Brian is a Partner and Portfolio Manager at Evercore Wealth Management, managing investments for families, foundations and endowments. He is the Chair of the Investment Policy Committee and co-Chair of the Asset Allocation Committee. He is also Head of the Fixed Income Team and a member of the Strategic Planning Committee. Brian also serves as Chief Investment Officer of Evercore Trust Company, N.A.
Brian joined Evercore in 2009 from AIG Investments where he co-managed over $60 billion in corporate bond portfolios. Brian earlier served as a corporate bond analyst, focused on basic industries, including paper/forest products, chemicals, and packaging companies. Prior to attending business school, Brian worked for the Milken Family Foundation.
Brian received his B.A. in History from the University of Pennsylvania and his M.B.A. in Finance from Columbia University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Martha is a Partner and Portfolio Manager at Evercore Wealth Management and the manager of the firm’s Minneapolis office. She is a member of the firm’s Strategic Planning Committee and the firm’s investment decision-making body, the Asset Allocation Committee.
Martha joined Evercore in 2011 with several partners to establish the firm’s Midwest office. She previously served as an investment principal and the co-chair of the Investment Committee at Lowry Hill, a wealth management firm in Minneapolis. She earlier worked as a securities analyst for Schroder Wertheim in New York.
She received a B.A. from Northwestern University and an M.B.A. from the J.L. Kellogg School of Management.
Martha serves on the board of trustees for Miss Porter’s School, a girls’ boarding school in Farmington, CT, and is the Chair of the Investment Committee for the school’s endowment. She is a board member and the Treasurer of the Minnesota Women’s Economic Roundtable, a small invitation-only forum for women leaders to share insights on broad economic issues.
Stacie is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., part of the team responsible for delivering customized planning and administrative services to families, foundations and endowments. She is co-lead of the firm’s Diversity, Equity, and Inclusion Committee. She is a member of Evercore Trust Company’s Fiduciary Oversight Group and the firm’s Strategic Wealth Planning Committee.
She joined Evercore in 2011 from Lowry Hill, where she worked directly with individual and family clients and was additionally responsible for operations strategies and oversight. Previously, she was a financial analyst with Norwest Bank Minnesota. She has experience in business valuations for succession planning, prospective sales and estate tax returns.
Stacie received her B.A. in Organizational Leadership at Bethel University. She completed the financial planning certificate program at Minnesota State University and holds a CFP® certification and is a Certified Trust and Fiduciary Advisor.
Stacie is a member of the Bethel University Business and Leadership Advisory Board.
Charlie is a Partner and Portfolio Manager at Evercore Wealth Management. He is a member of the Equity Selection Committee and a co-manager of the Evercore Equity Fund, an equity mutual fund advised by the firm.
Prior to joining Evercore in 2008, Charlie was a managing director and a market investment executive for U.S. Trust, a portfolio manager in the Growth Equity Strategy Group at U.S. Trust, and a member of the division’s Investment Policy Committee. He previously worked for BNY Asset Management, the institutional investment arm of The Bank of New York, where he was head of the equity division and co-manager of the bank’s largest mutual fund at the time, The Hamilton Equity Income Fund.
Charlie earned his B.A. from Villanova University. He serves on the advisory counsel for the undergraduate school of business at Villanova University. He is also a member of the New York Society of Security Analysts, a former member of the board of trustees for The Rumson Country Day School, in Rumson, N.J. and a former member of the board of visitors for Worcester Academy in Worcester, MA.
Ross is a Partner and Wealth & Fiduciary Advisor at the Palm Beach office of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., providing families, foundations and endowments with comprehensive, goals-based wealth planning.
He joined Evercore in 2018 from U.S. Trust, Bank of America Private Wealth Management, where he served as a senior vice president and senior trust officer in Palm Beach. Prior to joining U.S. Trust in 2007, he oversaw fiduciary and investment administration at the Palm Beach office of Brown Brothers Harriman & Co.
Ross has a B.S. degree in Business Management from the City University of New York. He holds the Certified Financial Planner and Certified Trust and Fiduciary Advisor designations. He is also a member of the East Coast Estate Planning Council Council and Palm Beach County Estate Planning Council.
Mike is a Partner and Portfolio Manager at Evercore Wealth Management and a member of the firm’s Equity Selection Committee. He is also a portfolio manager of the Evercore Equity Fund, an equity mutual fund advised by the firm. Mike has over 20 years of equity analysis and portfolio management experience.
Mike joined Evercore in September 2011 after 11 years as an investment principal and a portfolio manager at Lowry Hill. He previously worked at Wells Fargo Private Asset Management.
He received a B.A. in Economics and Computer Science at St. John’s University in Collegeville, Minnesota. He holds the Chartered Financial Analyst (CFA) designation.
Mike is President of the Board of the Maple Grove Youth Lacrosse Association, and a member of the investment committee of the Children’s Theatre Company.
Iain is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management. He is a member of the firm’s Investment Policy Committee and a member of the firm’s investment decision-making body, the Asset Allocation Committee. Additionally, he is a member of the External Manager Selection Committee, which is responsible for the selection, due diligence and monitoring of all third-party investment managers. In this capacity, he is primarily responsible for conducting research and due diligence on passive and “smart-beta” investment vehicles, as well as on socially responsible and impact investing.
Prior to joining Evercore in 2009, Iain was a senior vice president at U.S. Trust, advising clients on financial planning issues, including tax efficient asset allocation and investment strategies, estate and wealth transfer planning, liability analysis, and cash flow planning.
Iain received a B.A. from San Francisco State University and an M.B.A. from the Graziadio School of Business at Pepperdine University.
Erica Sloan is a Vice President and Wealth & Fiduciary Advisor at the San Francisco office at Evercore Wealth Management and Evercore Trust Company, N.A., providing client support in the fiduciary administration, wealth management and financial planning disciplines.
Prior to joining Evercore in 2023, she worked five years at WealthValues, LLC, an independent registered investment advisory firm, and she was most recently a wealth advisor there on a team responsible for delivering wealth management financial planning services for high to ultra high net worth clients. Before entering this field, she practiced family law.
Erica received her B.A. in Political Science from the University of Washington and a J.D., with honors, from Seattle University School of Law. Erica holds a CFP® certification and is a member of the State Bar of California and the Washington State Bar Association.
Jay is a Partner and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments. He is a member of the Strategic Planning Committee and the Investment Management Committee.
Jay joined Evercore in 2008. He was previously a managing director at U.S. Trust, which he joined in 1983. He was responsible for managing individual client portfolios, mutual funds and common trust funds. Jay also held several management roles, including supervising all client-facing portfolio managers and managing the New York Wealth Management and Wealth Advisory Groups.
Jay earned a B.B.A degree, magna cum laude, from Boston University and an M.B.A. from New York University Graduate School of Business. He is a member of the New York Advisory Board of the Caron Treatment Centers.
Dan is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management in Minneapolis and Evercore Trust Company, N.A. He works with families throughout the Midwest to identify financial planning needs and implement solutions.
Dan joined Evercore in 2018. He previously worked as a private wealth advisor to high net worth families at Stiles Financial Services and, earlier, as a private wealth advisor at Stolfa Private Wealth Advisors and the Private Banking and Investment Group at Merrill Lynch. Dan has also practiced law as an estate planning attorney, served as the planned giving officer for Mitchell Hamline School of Law, and worked as a senior tax specialist with KPMG.
He received his J.D. and LL.M. in Taxation at the Mitchell Hamline School of Law and holds a CFP® certification and Accredited Investment Fiduciary® designation.
Fred is a Senior Advisor to Evercore Wealth Management and is a member of the Investment Policy and Equity Selection Committees.
Fred joined Evercore in 2008 after a 40-year career at U.S. Trust. He retired in 2004 as the Vice Chairman and Chief Investment Officer.
He graduated with a B.A. with Distinction from Wesleyan University and received an M.B.A. from the University of Pennsylvania, Wharton School of Business. He served with the United States Army Security Agency from 1966 through 1967.
Fred is a former member of the New York Society of Securities Analysts, the Association for Investment Management and Research, the board of the Vero Beach Museum, the National Council of the Norman Rockwell Museum. He served as a member of the board of trustees of Wesleyan University where he was elected an Emeritus Trustee.
Edith is a Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., focused on client service and portfolio administration. She has 20 years of experience in investment management.
She joined Evercore in 2012 with the acquisition of Mt. Eden Investment Advisors. Prior to joining Mt. Eden in 2008, she worked at Charles Schwab & Co., specializing in client service and portfolio consultation.
She earned a B.A. in Psychology from the University of California, Berkeley. Edith also holds a CFP® certification and is a member of the Financial Planning Association.
Bill is a Partner and Portfolio Manager and a member of the Evercore Wealth Management Equity Selection Committee. He has over 20 years of experience in managing multi-asset class portfolios for families, endowments and foundations.
Bill joined Evercore in 2009 from U.S. Trust where he worked for five years as a senior vice president and portfolio manager. He was previously a portfolio manager and securities analyst at Harris Bretall in San Francisco, where he served on the firm’s strategy committee and managed the growth equity fund.
Bill earned a B.A. from U.C. Berkeley and a J.D. from U.C. Berkeley’s Boalt Hall School of Law. He is a member of the California Bar Association and holds a Chartered Financial Analyst designation.
Cathy is a Vice President at Evercore Wealth Management and Evercore Trust Company, N.A., focused on serving high net worth individuals, families and trusts from the Evercore Wealth Management office in New York. She is a member of the Wealth and Fiduciary team.
Prior to joining Evercore in 2017, Cathy was a client service associate at U.S. Trust Bank of America, the private wealth management subsidiary of Bank of America.
Cathy received a B.A. in Business Administration from Pace University.
Chris is the President and CEO of Evercore Wealth Management and Evercore Trust Company, N.A., responsible for the overall strategic direction and management of the firm in serving families, foundations, and endowments across the United States.
Chris joined Evercore in 2008 as a founding partner at Evercore Wealth Management and the Chief Wealth & Fiduciary Advisor. He was named President of Evercore Trust Company in 2017, President of Evercore Wealth Management in 2019, and CEO of both Evercore Wealth Management and Evercore Trust Company in 2020.
Chris previously headed the U.S. Trust Multi-Family Office, leading teams across the country in providing ultra high net worth clients and their families with investments, wealth planning and fiduciary services.
As CEO of Evercore Wealth Management and Evercore Trust Company, Chris continues to advise clients across the United States.
Chris received a B.A. in Political Science from Columbia University and an M.B.A. in Finance from Fordham University. He is an Advisory Board member of The UHNW Institute and the Northwell Health estate planning committee, and the former Chairman of the Executive Committee of the Trust Management Association.
Copyright © 2024
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisors Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
All rights reserved
You can download our brochure from the link - Brochure 2013.
