Our Team Specialty Location New York Delaware Minneapolis Palm Beach San Francisco Tampa Jill Aguado Managing Director, Chief of Staff New York John Apruzzese Partner, Chief Investment Officer New York Tim Barrett Partner, Portfolio Manager San Francisco Jonathan Bergner Partner, Portfolio Manager New York Sean Brady Managing Director, Wealth & Fiduciary Advisor New York Ruth Calaman Partner, Chief Compliance Officer and General Counsel New York Julio Castro Partner, Wealth & Fiduciary Advisor Tampa Steve Chung Managing Director, Portfolio Manager New York Michael Chung Director, Middle Office Operations New York Paulo Coelho Managing Director, Wealth & Fiduciary Advisor New York Michael Cozene Partner, Wealth & Fiduciary Advisor Palm Beach Howard J. Cure Partner, Director of Municpal Bond Research New York Abhisheka Dalal Vice President, Wealth Management New York Tracy Elling Vice President, Wealth & Fiduciary Advisor Palm Beach Tim Evnin Partner, Portfolio Manager New York Ashley Ferriello Partner, Wealth & Fiduciary Advisor New York Meredith Fisher Vice President, Wealth & Fiduciary Advisor Tampa Karen Francois Partner, Wealth & Fiduciary Advisor New York Nancy Shavel Gabel Partner, Financial Advisor New York Neza Gallitano Managing Director, Wealth & Fiduciary Advisor New York Russell Gewehr Director, Portfolio Manager New York Sebastian Granzo Partner, Head of Operations New York Maxwell Grimard Director, Portfolio Manager Tampa Stephanie Hackett Partner, Portfolio Manager New York Rachel Halverson Vice President, Wealth & Fiduciary Advisor Minneapolis James Holihan Partner, Portfolio Manager New York Andrew Huang Director, Portfolio Manager San Francisco Michael Kirkbride Partner, Portfolio Manager New York Pam Lundell Senior Advisor Minneapolis Alex Lyden Managing Director, Chief Fiduciary Officer, Director of Delaware Trust Services and Trust Counsel Delaware Thomas Mahowald Managing Director, Portfolio Manager Minneapolis Jeff Maurer Partner, Chairman New York J.R. McDermott Senior Consultant Palm Beach Joseph McManus Vice President, Portfolio Manager New York Todd McPherson Vice President, Wealth & Fiduciary Advisor San Francisco Keith McWilliams Partner San Francisco Justin Miller Partner, National Director of Wealth Planning San Francisco Judith McDonald Moses Partner, Portfolio Manager San Francisco Kate Mulvany Partner, Wealth & Fiduciary Advisor New York Arthur Noderer Partner, Portfolio Manager Tampa Thomas Olchon Managing Director, Wealth & Fiduciary Advisor New York Aldo Palles Partner, Portfolio Manager Palm Beach Rachit Patel Managing Director, Information Technology New York Alex Pavelock Director, Wealth & Fiduciary Advisor New York Brian Pollak Partner, Portfolio Manager New York Martha Pomerantz Partner, Manager of the Minneapolis Office Minneapolis Stacie Price Partner, Wealth & Fiduciary Advisor Minneapolis Charles Ryan Partner, Portfolio Manager New York Ross Saia Partner, Wealth & Fiduciary Advisor Palm Beach Tracy Schneider Managing Director New York Mike Seppelt Partner, Portfolio Manager Minneapolis Iain Silverthorne Partner, Wealth & Fiduciary Advisor San Francisco Erica Sloan Vice President, Wealth & Fiduciary Advisor San Francisco Jay Springer Partner, Portfolio Manager New York Paula Stumne Managing Director, Wealth & Fiduciary Advisor Minneapolis Fred Taylor Senior Advisor New York Edith Tse Director, Wealth & Fiduciary Advisor San Francisco William Vaughn Partner, Portfolio Manager San Francisco Cathy Yau Vice President, Wealth & Fiduciary Advisor New York Christopher Zander President & CEO New York
Alex Lyden Managing Director, Chief Fiduciary Officer, Director of Delaware Trust Services and Trust Counsel Delaware
Evercore Wealth Management
