A leading independent wealth advisory firm
Evercore Wealth Management and Evercore Trust Company
Recognized By The Industry
Chris Zander Interviewed by Barron’s
President & CEO
"They worry about taxes. They worry about transferring wealth tax efficiently. But I would say the top concern is how to educate the next generation to succeed in managing wealth for the family."
Perspectives from Our Wealth and Fiduciary Advisors
The way we serve clients is shaped by how we think. These selected perspectives reflect the shared principles that guide our entire advisory team — and offer a view into the people who bring those principles to life.
"Whatever happens to you or to your personal trustee, a corporate trustee can continue to file tax returns, ensure the safety of assets, and supervise your marketable securities."
Managing Director, Chief Fiduciary Officer, Director of Delaware Trust Services and Trust Counsel
“It’s my job to help executives make informed decisions regarding deferred stock compensation and to appropriately diversify balance sheet risk.”
Partner, Wealth & Fiduciary Advisor
“Private equity can be an important component of a long-term portfolio, adding diversification and potential for outsized growth.”
Partner, Portfolio Manager
Each issue of Independent Thinking® features insights from our advisors on investment strategy, planning, and fiduciary matters.
Independent Thinking Panel: The Annual Investment & Planning Outlook
November 20, 2025
In our latest investment outlook webinar, Chief Investment Officer John Apruzzese and Partners Brian Pollak and Justin Miller shared our views on current opportunities and challenges in the current environment
If you would like to view the replay, please contact us at [email protected].
Evercore Wealth Management Names Kait Oliveira as Managing Director, Portfolio Manager
October 1, 2025
Evercore Wealth Management today announced the appointment of Kait Oliveira as Managing Director and Portfolio Manager. She advises ultra high net worth families, business owners, financial professionals, and senior corporate executives, delivering tailored investment strategies that integrate disciplined portfolio construction with deep investment analysis, to help clients grow and preserve wealth across generations.
Ms. Oliveira joined Evercore in 2025 from Clarfeld Wealth Partners at Citizens Private Wealth, where she served as an investment manager and a private wealth advisor. She earlier worked at J.P. Morgan Private Bank as a client advisor, an investment professional, and an analyst.
“We are happy to welcome Kait to our national firm,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company. “Her experience in helping individuals and families define and achieve their financial goals, along with her investment expertise, makes her a natural fit for our firm.”
Ms. Oliveira earned a Bachelor of Science in Business Administration with a concentration in Financial Market Regulation from the University at Albany, State University of New York. She holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.
Ms. Oliveira is based at the New York headquarters of Evercore Wealth Management and Evercore Trust Company.
Chris Zander Interviewed By Barron’s
November 4, 2024
Taxes, transferring wealth, educating the next generation to manage money for the family: these are some of the topics addressed in the Barron’s profile: Here Is What Wealthy Families Worry About, Says Evercore’s Chris Zander. To view the article, click here.
Forbes Ranks Evercore Wealth Management a Top RIA Firm
October 1, 2025
We’re proud to share that Evercore Wealth Management has been named to the 2025 Forbes Top RIA list (10/01/2025).
This recognition reflects our team’s unwavering commitment to stewarding our clients’ wealth and providing trusted advice across generations.
Discover more about our mission to help high net worth individuals, families, and institutions achieve their goals with confidence in this spotlight featuring our CEO, Chris Zander.
Barron’s Once Again Ranks Evercore Wealth Management a Top 100 RIA Firm
September 15, 2025
Evercore Wealth Management was once again named to the Barron’s Advisor annual ranking of top 100 independent U.S. Registered Investment Advisors for 2025 (9/12/2025). This achievement reflects not only the hard work and dedication of our colleagues, but also the trust and partnership of our clients. At Evercore Wealth Management, we are committed to delivering independent advice, customized strategies, and long-term value that align with our clients’ goals.
If you would like to learn more about our firm, please contact us at [email protected].
