Justin Miller

Justin is a Partner and the National Director of Wealth Planning at Evercore Wealth Management, counseling advisors and clients on complex taxation, trusts and estates, charitable planning, and family governance issues. He additionally serves as a Senior Wealth and Fiduciary Advisor at the San Francisco office of Evercore Wealth Management and Evercore Trust Company. Prior […]
Brandon Frandsen

Brandon is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, advising clients and their other advisors on wealth planning, taxation, and equity compensation. Prior to joining Evercore in 2025, Brandon worked as a senior wealth strategist at Silicon Valley Bank, a division of First Citizens Bank. He […]
Ryan Fox

Ryan is a Partner and Portfolio Manager at Evercore Wealth Management, managing assets for high net worth families, foundations and endowments. Prior to joining Evercore in 2025, Ryan worked as a private wealth advisor at Silicon Valley Bank, a division of First Citizens Bank. He was previously a senior portfolio manager at Northern Trust, and, […]
Tim Barrett

Tim is a Partner and Portfolio Manager in the San Francisco office of Evercore Wealth Management, serving West Coast families, foundations and endowments. He has over 20 years of investment experience. He joined the firm in 2012, following the acquisition of Mt. Eden Investment Advisors, which he joined in 2004 as a founding partner. Previously, […]
Jon Kropf

Jon is a Partner at Evercore Wealth Management and the Head of the firm’s San Francisco office, and a Managing Director at Evercore Trust Company. He is a member of the national Strategic Planning Committee. Jon joined Evercore in January 2025 from IEQ Capital, where he worked with advisor teams focused on business growth. Previously, […]