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 […]
Flavia Araujo Trento
Flavia is a Partner and Portfolio Manager at Evercore Wealth Management, managing assets for high net worth families, foundations and endowments. She works with financial innovators and executives, providing financial guidance and comprehensive, customized wealth management strategies. Prior to joining Evercore in 2025, Flavia worked as a private wealth advisor at Silicon Valley Bank, a […]
Paula Stumne
Paula is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. in Minneapolis. She works with families providing comprehensive, multi-generational wealth planning and trust services. Paula joined Evercore in June 2024 from Bremer Bank, where she worked as a senior wealth advisor to high net worth families, […]
Erica Sloan
Erica is a Director and Wealth & Fiduciary Advisor at the San Francisco office at Evercore Wealth Management and Evercore Trust Company, N.A., providing client support in the fiduciary administration, wealth management and financial planning disciplines. Prior to joining Evercore in 2023, she worked five years at WealthValues, LLC, an independent registered investment advisory firm, […]
