News
Evercore Wealth Management Names Sean Brady Managing Director, Wealth and Fiduciary Advisor
January 11, 2024
New York: Evercore Wealth Management today announced the appointment of Sean Brady to Managing Director, Wealth and Fiduciary Advisor.
Mr. Brady is based in New York City and will work directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.
Mr. Brady joins Evercore 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 corporate executives. He contributed to the firm’s financial planning strategy and business development efforts throughout the Northeast.
“We are pleased to welcome Sean to our team,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Co. NA. “His strong financial planning and investment experience, together with his commitment to developing long-term client relationships, will help support the continued growth of our firm.”
Mr. Brady 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.