Rachel Halverson
Rachel is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing support in financial planning, fiduciary administration, and client services for families. She has 15 years of experience in the financial services industry. Prior to joining Evercore in 2017, she was a Paraplanner at Allodium Investment […]
Paula Stumne
Paula is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. in Minneapolis. She works with families providing comprehensive, multi-generational wealth planning and trust services. Paula joined Evercore in June 2024 from Bremer Bank, where she worked as a senior wealth advisor to high net worth families, […]
Mike Seppelt
Mike is a Partner and Portfolio Manager at Evercore Wealth Management and a member of the firm’s Equity Selection Committee. He is also a portfolio manager of the Evercore Equity Fund, an equity mutual fund advised by the firm. Mike has over 20 years of equity analysis and portfolio management experience. Mike joined Evercore in […]
Maria Plese
Maria is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing guidance on wealth preservation, estate planning, and fiduciary administration to high net worth families. She is experienced in wealth transfer structures, fiduciary responsibilities, and multigenerational planning strategies. Prior to joining Evercore in 2025, she worked […]
Thomas Mahowald
Tom is a Managing Director and Portfolio Manager at Evercore Wealth Management. He is a member of the firm’s Investment Policy Committee. He joined Evercore from U.S. Trust, Bank of America Private Wealth Management, where he worked as a senior portfolio manager. Previously, he served as the chief investment officer at Great Northern Capital, an […]
Stacie Price
Stacie is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., part of the team responsible for delivering customized planning and administrative services to families, foundations and endowments. She is a member of Evercore Trust Company’s Fiduciary Oversight Group and the firm’s Strategic Wealth […]
Martha Pomerantz
Martha is a Partner and Portfolio Manager at Evercore Wealth Management and the manager of the firm’s Minneapolis office. She is a member of the firm’s Strategic Planning Committee and the firm’s investment decision-making body, the Asset Allocation Committee. Martha joined Evercore in 2011 with several partners to establish the firm’s Midwest office. She previously […]
