Kristina Hudson
Kristina is a Vice President and Wealth & Fiduciary Advisor in the Tampa office of Evercore Wealth Management and Evercore Trust Company, N.A. She works closely with individuals and families to provide comprehensive estate planning, trust and fiduciary advisory services, and multigenerational wealth planning strategies. Kristina joined Evercore from Booth & Cook, P.A. where she […]
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 […]
Tae Kelley Bronner
Tae is a Director, Estate & Trust Settlement at Evercore Trust Company, N.A. She advises families regarding all phases of estate administration and assists in delivering customized planning and administrative services to families, foundations and endowments. Tae joined Evercore in 2026 from the law firm of Tae Kelley Bronner, P.L., where she represented clients in […]
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 […]
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 […]
Winnie Yam
Winnie is a Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, serving high net worth families. Prior to joining Evercore in 2025, Winnie worked as a private wealth advisor at Silicon Valley Bank, a division of First Citizens Bank. She previously worked at Northern Trust. Winnie is a graduate […]
William Vaughn
Bill is a Partner and Portfolio Manager and a member of the Evercore Wealth Management Equity Selection Committee. He has over 20 years of experience in managing multi-asset class portfolios for families, endowments and foundations. Bill joined Evercore in 2009 from U.S. Trust where he worked for five years as a senior vice president and […]
Edith Tse
Edith is a Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. She has 19 years of experience providing wealth planning services to individuals, families, foundations, and endowments. She joined Evercore in 2012 with the acquisition of Mt. Eden Investment Advisors. Prior to joining Mt. Eden in 2008, she […]
