Paulo Coelho

Managing Director, Wealth & Fiduciary Advisor

New York

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.