Josh Kruczek
Josh is a Vice President, based in the New York office of Evercore Wealth Management and Evercore Trust Company. He provides operational and wealth and financial planning support to clients and senior Wealth & Fiduciary Advisors. Prior to joining Evercore in 2022, Josh was a Registered Wealth Management Client Associate at Merrill Lynch. He graduated […]
Alexander O’Neil
Alexander 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. Prior to joining Evercore in 2025, he worked as a senior wealth strategy associate at UBS serving ultra high net worth […]
Kait Oliveira
Kait is a Managing Director and Portfolio Manager at Evercore Wealth Management, where she advises ultra high net worth families, business owners, financial professionals, and senior corporate executives. She delivers tailored investment strategies that integrate disciplined portfolio construction with deep investment analysis, helping clients preserve and grow wealth across generations. Kait joined Evercore in 2025 […]
Cathy Yau
Cathy is a Vice President at Evercore Wealth Management and Evercore Trust Company, N.A., focused on serving high net worth individuals, families and trusts from the Evercore Wealth Management office in New York. She is a member of the Wealth and Fiduciary team. Prior to joining Evercore in 2017, Cathy was a client service associate […]
Tracy Schneider
Tracy is a Managing Director and Director of Marketing/Sales Coordination at Evercore Wealth Management and Evercore Trust Company, N.A. She leads the firm’s strategic marketing efforts and works with the firm’s advisors nationally on business development strategy. Prior to joining Evercore in 2024, Tracy was an executive director at J.P. Morgan Wealth Management where she […]
Charles Ryan
Charlie is a Partner and Portfolio Manager at Evercore Wealth Management. He is a member of the Equity Selection Committee and a co-manager of the Evercore Equity Fund, an equity mutual fund advised by the firm. Prior to joining Evercore in 2008, Charlie was a managing director and a market investment executive for U.S. Trust, […]
Belinda Micu
Belinda is a Managing Director and Head of Technology Strategy & Investment Reporting at Evercore Wealth Management and Evercore Trust Company. She leads platform migration, data strategy, performance reporting and the identification of evaluating technology tools. Belinda joined Evercore Wealth Management in June, 2025 from Ridgeline, where she worked as the director of consulting. She […]
Thomas Olchon
Tom is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. He works with families, foundations and endowments and their other trusted advisors, delivering comprehensive planning and fiduciary services. He joined Evercore in 2018 from Bessemer Trust, where he led a team responsible for delivering the firm’s […]
Kate Mulvany
Kate is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A. She works with families, foundations and endowments and their other trusted advisors to provide comprehensive, multi-generational wealth planning and fiduciary advice to our clients’ families. She is a member of Evercore Trust Company’s […]
Joseph McManus
Joe is a Director and Portfolio Manager at Evercore Wealth Management. He analyzes investments, manages customized asset allocations and coordinates performance reporting for clients. Prior to joining Evercore in 2023, Joe worked at Merrill Lynch as an investment management specialist, responsible for portfolio construction, investment due diligence and performance evaluation for private wealth clients. He […]
