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CONNECT WITH A WEALTH AND FIDUCIARY ADVISOR

At Evercore Wealth Management and Evercore Trust Company, we welcome the opportunity to connect. Whether you’re seeking strategic wealth planning, investment guidance, or fiduciary expertise, our team is here to listen, advise, and support your long-term goals.

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OUR LOCATIONS

We provide private wealth management and trust services to high net worth clients.

New York

55 East 52nd Street
New York, NY 10055
212.822.7620
Jay Springer, Partner
212.822.7621
[email protected]

Minneapolis

150 S. Fifth Street, Suite 1330
Minneapolis, MN 55402
612.656.2820
Martha Pomerantz, Partner
612.656.2821
[email protected]

palm beach

515 North Flagler Drive, Suite 1701
West Palm Beach, FL 33401
561.812.1010
Michael Cozene, Partner
561.812.1010
[email protected]

San Francisco

425 California Street, Suite 1500
San Francisco, CA 94104
415.288.3000
Jon Kropf, Partner
415.276.8450
[email protected]

Tampa

4030 W. Boy Scout Blvd, Suite 475
Tampa, FL 33607
813.313.1190
Julio Castro, Partner
813.313.1192
[email protected]

Delaware

Evercore Trust Company, N.A
300 Delaware Avenue, Suite 1225
Wilmington, DE 19801
302.304.7360
Alex Lyden, Partner, Chief Fiduciary Officer and Trust Counsel
302.304.7369
[email protected]

Institutions

55 East 52nd Street
New York, NY 10055
212.822.7692
Brian Pollak, Partner
[email protected]

For inquiries

Connect with a dedicated team member to discuss your needs or request additional information.

Marketing

Tracy Schneider
212.453.5612
[email protected]

Media

Aline Sullivan
203.918.3389
[email protected]

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LOCATIONS

  • New York
  • Minneapolis
  • Palm Beach
  • San Francisco
  • Tampa
  • Delaware
  • New York
  • Minneapolis
  • Palm Beach
  • San Francisco
  • Tampa
  • Delaware

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 Advisers 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. We were recognized among the nation’s top registered investment advisors for 2025 by Barron’s (Top 100 Independent U.S. RIAs, 09/12/2025), Forbes (America’s Top RIA Firms, 10/01/2025), and Financial Advisor (Leading RIA Firms, 07/11/2025). Rankings and recognitions by Barron’s, Forbes, and Financial Advisor are based on information prepared and submitted by Evercore Wealth Management and other participating advisers. Rankings are not indicative of current or future investment performance and should not be construed as a guarantee or recommendation. Evercore Wealth Management did not pay a fee to be considered for these rankings. Additional information about each ranking’s methodology is available on the publisher’s website Assets under Management as of 09/30/25.

© 2025 EVERCORE WEALTH MANAGEMENT, LLC. ALL RIGHTS RESERVED.
PRIVACY NOTICE | ACCESSIBILITY STATEMENT

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About

Who We Are

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Our Clients

Individuals and Families

Multigenerational Families

Entrepreneurs

Executives

Private Equity Partners

Endowments and Foundations

Family Offices

What We Do

Strategic Wealth Planning

Investment Management

Trust & Fiduciary Services

Family Office Services

Our Services

Lifestyle & Wealth Preservation

Family Wealth Transfer Services

Succession Planning

Executive Compensation Strategies

Liquidity Event Planning

Strategic Tax Management

Concentrated Position Management

Retirement Services

Philanthropic Planning

Corporate Trustee Services

Insights

Independent Thinking® Blog

Independent Thinking® Issues

In the News

Professional Advisors

Videos