Abhisheka Dalal
Abhisheka is a Vice President at Evercore Wealth Management. He develops technical strategies for programs and supports client service teams with analysis, design, development, and testing. He has over 15 years of experience in IT solutions development and delivery. Prior to joining Evercore in 2016, Abhi worked for Silvercrest Asset Management, Tekelec and WIPRO. He […]
Howard J. Cure
Howard is a Partner and the Director of Municipal Bond Research for Evercore Wealth Management. He has over 30 years of experience in analyzing municipal securities. Prior to joining Evercore in 2009, Howard was a director at the Public Finance Department of Financial Guaranty Insurance Company for 11 years. He previously was a vice president […]
Paulo Coelho
Paulo is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., serving families, foundations and endowments. He joined the firm in 2012 from Convergent Wealth Advisors, where he served as a lead advisor to high net worth families, responsible for designing and implementing wealth […]
Michael Chung
Michael is a Director at Evercore Wealth Management and Evercore Trust Company, N.A. He is a member of the Operations and Trading team. Prior to joining Evercore in 2011, he worked at Morse, Williams, & Co., supporting operations, marketing, and wealth advisory functions. Michael received a B.S. in Management, Operations and Marketing from New York […]
Steve Chung
Steve is a Managing Director and Portfolio Manager at Evercore Wealth Management. Steve joined Evercore in 2019 from State Street Global Advisors, where he served as the lead portfolio manager for all tax-exempt municipal bond strategies and as co-portfolio manager for all taxable municipal bond strategies. Previously, Steve served as a municipal research analyst at […]
Ruth Calaman
Ruth is a Partner at Evercore Wealth Management and the Chief Compliance Officer and General Counsel of Evercore Wealth Management and Evercore Trust Company, N.A. She is responsible for all aspects of legal and compliance risk management and serves as Counsel to Evercore Wealth Management’s national Strategic Planning Committee. Prior to joining Evercore, Ruth served […]
Sean Brady
Sean is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. He advises families, foundations and endowments, delivering comprehensive planning solutions and fiduciary services. Sean joined Evercore in 2024 from Clarfeld Citizens Private Wealth where he worked for 14 years as a senior advisor to ultra high net […]
Jonathan Bergner
Jonathan is a Partner and Portfolio Manager at Evercore Wealth Management, managing assets for families, endowments, and foundations. He is co-lead of the firm’s Diversity and Inclusion Committee. He joined Evercore in 2012 from U.S. Trust where he led a team of portfolio managers and was responsible for managing the assets of high net worth […]
Jill Aguado
Jill is a Managing Director and Chief of Staff at Evercore Wealth Management and Evercore Trust Company, N.A., working with the CEO and managing strategic initiatives for the firm. She is co-lead of the Diversity and Inclusion Committee. Prior to joining Evercore in 2012, Jill worked in the non-profit sector as a program coordinator at […]
Jay Springer
Jay is a Partner and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments. He is a member of the Strategic Planning Committee and the Investment Management Committee. Jay joined Evercore in 2008. He was previously a managing director at U.S. Trust, which he joined in 1983. He was responsible […]
