Michael Kirkbride
Michael is a Partner and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments. Michael joined Evercore in 2019 from Fieldpoint Private, a boutique private bank headquartered in Greenwich, Connecticut, where he served for two years as a senior investment advisor, providing asset allocation, security selection, and estate and tax […]
James Holihan
Jim is a Partner and Portfolio Manager at Evercore Wealth Management. He has over 25 years of experience in managing fixed-income investment strategies. Prior to joining Evercore in 2008, Jim was a managing director and portfolio manager at U.S. Trust, where he managed fixed-income portfolios for high net worth individuals. Following Bank of America’s acquisition […]
Stephanie Hackett
Stephanie is a Partner and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments. Stephanie is the Chair of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and ongoing monitoring of all third-party investment managers. Stephanie joined Evercore in 2014 from Brandywine Group Advisors, […]
Sebastian Granzo
Sebastian is a Partner and Head of Operations at Evercore Wealth Management and the Chief Operations Officer at Evercore Trust Company, N.A. He is a member of Evercore Wealth Management’s national Strategic Planning Committee. Prior to joining Evercore in 2019, Sebastian worked for six years at Shepherd Kaplan Krochuk, a Boston-based Registered Investment Adviser, as […]
Russell Gewehr
Russell is a Director and Portfolio Manager at Evercore Wealth Management, specializing in fixed income. He has 9 years of experience working on Evercore’s proprietary taxable and tax-exempt fixed income strategies. He is a member of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and ongoing monitoring of all […]
Neza Gallitano
Neza is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A. She works with high net worth individuals and families to provide comprehensive, goals-based wealth planning. She joined Evercore in 2023 from myCIO Wealth Partners, where she was a partner serving as lead financial […]
Nancy Shavel Gabel
Nancy is a Partner at Evercore Wealth Management and Managing Director at Evercore Trust Company, N.A., working in a business development role with high net worth families and their outside advisors. She has over 40 years of experience as a trusts and estates attorney and in issues surrounding intergenerational wealth planning. Prior to joining Evercore […]
Karen Francois
Karen is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management, providing families, foundations and endowments with comprehensive, goals-based wealth planning and a Managing Director at Evercore Trust Company, N.A. She is a member of Evercore Trust’s Personal Trust Advisory Committee, which is responsible for setting the firm’s fiduciary policy for the personal […]
Ashley Ferriello
Ashley is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., serving high net worth individuals and families to provide comprehensive, goals-based wealth planning. She is co-head of the New York office and is a member of the national Strategic Planning Committee. She joined […]
Tim Evnin
Tim is an Equity Portfolio Manager and the Chair of the Equity Selection Committee at Evercore Wealth Management. He is also the co-manager of the Evercore Equity Fund, an equity mutual fund advised by the firm. Tim has over 30 years of experience managing balanced portfolios for high net worth clients, equity accounts for institutional […]
