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Our Team

Our Leadership

Christopher Zander

President & CEO
New York
Jeff Maurer, Partner, Chairman

Jeff Maurer

Partner, Chairman
Palm Beach
John Apruzzese, Partner, Chief Investment Officer

John Apruzzese

Partner, Chief Investment Officer
New York
Ruth Calaman, Partner, Chief Compliance Officer and General Counsel

Ruth Calaman

Partner, Chief Compliance Officer and General Counsel
New York
Michael Cozene, Partner, Head of Palm Beach & Tampa Office

Michael Cozene

Partner, Head of Palm Beach & Tampa Office
Palm Beach, Tampa
Ashley Ferriello, Partner, Wealth & Fiduciary Advisor

Ashley Ferriello

Partner, Wealth & Fiduciary Advisor
New York
Sebastian Granzo, Partner, Head of Operations

Sebastian Granzo

Partner, Head of Operations
New York
Jon Kropf, Partner, Head of San Francisco Office

Jon Kropf

Partner, Head of San Francisco Office
San Francisco
Brian Pollak, Partner, Portfolio Manager

Brian Pollak

Partner, Portfolio Manager
New York
Martha Pomerantz, Partner, Head of the Minneapolis Office

Martha Pomerantz

Partner, Head of the Minneapolis Office
Minneapolis
Stacie Price, Partner, Wealth & Fiduciary Advisor

Stacie Price

Partner, Wealth & Fiduciary Advisor
Minneapolis
Jay Springer, Partner, Portfolio Manager

Jay Springer

Partner, Portfolio Manager
New York

Our Team

Jill Aguado

Jill Aguado

Managing Director, Chief of Staff
New York
Tim Barrett, Partner, Portfolio Manager

Tim Barrett

Partner, Portfolio Manager
San Francisco
Jonathan Bergner, Partner, Portfolio Manager

Jonathan Bergner

Partner, Portfolio Manager
New York
Sean Brady, Managing Director, Wealth & Fiduciary Advisor

Sean Brady

Managing Director, Wealth & Fiduciary Advisor
New York
Julio Castro, Partner, Wealth & Fiduciary Advisor

Julio Castro

Partner, Wealth & Fiduciary Advisor
Tampa
Michael Chung, Director, Middle Office Operations

Steve Chung

Managing Director, Portfolio Manager
New York
Michael Chung, Director, Middle Office Operations

Michael Chung

Director, Middle Office Operations
New York
Paulo Coelho, Partner, Wealth & Fiduciary Advisor

Paulo Coelho

Partner, Wealth & Fiduciary Advisor
New York
Howard J. Cure, Partner, Director of Municipal Bond Research

Howard J. Cure

Partner, Director of Municipal Bond Research
New York
Abhisheka Dalal, Vice President, Information Technology

Abhisheka Dalal

Vice President, Information Technology
New York
Tracy Elling, Vice President, Wealth & Fiduciary Advisor

Tracy Elling

Vice President, Wealth & Fiduciary Advisor
Palm Beach
Tim Evnin, Partner, Portfolio Manager

Tim Evnin

Partner, Portfolio Manager
New York
Ryan Fox, Partner, Portfolio Manager

Ryan Fox

Partner, Portfolio Manager
San Francisco
Karen Francois, Partner, Wealth & Fiduciary Advisor

Karen Francois

Partner, Wealth & Fiduciary Advisor
New York
Brandon Frandsen, Managing Director, Wealth & Fiduciary Advisor

Brandon Frandsen

Managing Director, Wealth & Fiduciary Advisor
San Francisco
Nancy Shavel Gabel, Partner, Financial Advisor

Nancy Shavel Gabel

Partner, Financial Advisor
New York
Neza Gallitano, Partner, Wealth & Fiduciary Advisor

Neza Gallitano

Partner, Wealth & Fiduciary Advisor
New York
Russell Gewehr, Director, Portfolio Manager

Russell Gewehr

Director, Portfolio Manager
New York
Maxwell Grimard, Director, Portfolio Manager

Maxwell Grimard

Director, Portfolio Manager
Tampa
Stephanie Hackett, Partner, Portfolio Manager

Stephanie Hackett

Partner, Portfolio Manager
New York
Rachel Halverson, Vice President, Wealth & Fiduciary Advisor

Rachel Halverson

Vice President, Wealth & Fiduciary Advisor
Minneapolis
James Holihan, Partner, Portfolio Manager

James Holihan

Partner, Portfolio Manager
New York
Andrew Huang, Director, Portfolio Manager

Andrew Huang

Director, Portfolio Manager
San Francisco
Michael Kirkbride, Partner, Portfolio Manager

Michael Kirkbride

Partner, Portfolio Manager
New York
Alex Lyden, Partner, Chief Fiduciary Officer and Trust Counsel

Alex Lyden

Partner, Chief Fiduciary Officer and Trust Counsel
Delaware
Thomas Mahowald, Managing Director, Portfolio Manager

Thomas Mahowald

Managing Director, Portfolio Manager
Minneapolis
J.R. McDermott, Director, Financial Advisor

J.R. McDermott

Director, Financial Advisor
Palm Beach
Joseph McManus, Director, Portfolio Manager

Joseph McManus

Director, Portfolio Manager
New York
Todd McPherson, Vice President, Wealth & Fiduciary Advisor

Todd McPherson

Vice President, Wealth & Fiduciary Advisor
San Francisco
Keith McWilliams, Partner

Keith McWilliams

Partner
San Francisco
Belinda Micu, Managing Director, Head of Technology Strategy & Investment Reporting

Belinda Micu

Managing Director, Head of Technology Strategy & Investment Reporting
New York
Justin Miller, Partner, National Director of Wealth Planning

Justin Miller

Partner, National Director of Wealth Planning
San Francisco
Meredith Morris, Vice President, Wealth & Fiduciary Advisor

Meredith Morris

Vice President, Wealth & Fiduciary Advisor
Tampa
Judith McDonald Moses, Partner, Portfolio Manager

Judith McDonald Moses

Partner, Portfolio Manager
San Francisco
Kate Mulvany, Partner, Wealth & Fiduciary Advisor

Kate Mulvany

Partner, Wealth & Fiduciary Advisor
New York
Arthur Noderer, Partner, Portfolio Manager

Arthur Noderer

Partner, Portfolio Manager
Tampa
Alexander O’Neil, Vice President, Wealth and Fiduciary Advisor

Alexander O’Neil

Vice President, Wealth and Fiduciary Advisor
New York
Thomas Olchon, Managing Director, Wealth & Fiduciary Advisor

Thomas Olchon

Managing Director, Wealth & Fiduciary Advisor
New York
Kait Oliveira, Managing Director, Portfolio Manager

Kait Oliveira

Managing Director, Portfolio Manager
New York
Aldo Palles, Partner, Portfolio Manager

Aldo Palles

Partner, Portfolio Manager
Palm Beach
Maria Plese, Vice President, Wealth & Fiduciary Advisor

Maria Plese

Vice President, Wealth & Fiduciary Advisor
Minneapolis
Charles Ryan, Partner, Portfolio Manager

Charles Ryan

Partner, Portfolio Manager
New York
Ross Saia, Partner, Wealth & Fiduciary Advisor

Ross Saia

Partner, Wealth & Fiduciary Advisor
Palm Beach
Tracy Schneider, Managing Director, Director of Marketing/Sales Coordination

Tracy Schneider

Managing Director, Director of Marketing/Sales Coordination
New York
Mike Seppelt, Partner, Portfolio Manager

Mike Seppelt

Partner, Portfolio Manager
Minneapolis
Iain Silverthorne, Partner, Wealth & Fiduciary Advisor

Iain Silverthorne

Partner, Wealth & Fiduciary Advisor
San Francisco
Erica Sloan, Director, Wealth & Fiduciary Advisor

Erica Sloan

Director, Wealth & Fiduciary Advisor
San Francisco
Paula Stumne, Managing Director, Wealth & Fiduciary Advisor

Paula Stumne

Managing Director, Wealth & Fiduciary Advisor
Minneapolis
Flavia Araujo Trento, Partner, Portfolio Manager

Flavia Araujo Trento

Partner, Portfolio Manager
San Francisco
Edith Tse, Director, Wealth & Fiduciary Advisor

Edith Tse

Director, Wealth & Fiduciary Advisor
San Francisco
William Vaughn, Partner, Portfolio Manager

William Vaughn

Partner, Portfolio Manager
San Francisco
Winnie Yam, Director, Wealth & Fiduciary Advisor

Winnie Yam

Director, Wealth & Fiduciary Advisor
San Francisco
Cathy Yau, Vice President, Wealth & Fiduciary Advisor

Cathy Yau

Vice President, Wealth & Fiduciary Advisor
New York
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Evercore Wealth Management and Evercore Trust Company logo, providing independent wealth advisory, portfolio management, and fiduciary services.

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Our Team >

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Evercore Wealth Management and Evercore Trust Company logo, providing independent wealth advisory, portfolio management, and fiduciary services.

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Home

Our Team >

Contact Us >

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Evercore Wealth Management and Evercore Trust Company logo, providing independent wealth advisory, portfolio management, and fiduciary services.

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Our Team >

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