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, […]
Iain Silverthorne
Iain is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management. He is a member of the firm’s Investment Policy Committee and a member of the firm’s investment decision-making body, the Asset Allocation Committee. Additionally, he is a member of the External Manager Selection Committee, which is responsible for the selection, due diligence […]
Mike Seppelt
Mike is a Partner and Portfolio Manager at Evercore Wealth Management and a member of the firm’s Equity Selection Committee. He is also a portfolio manager of the Evercore Equity Fund, an equity mutual fund advised by the firm. Mike has over 25 years of equity analysis and portfolio management experience. Mike joined Evercore in […]
Tracy Schneider
Tracy is a Managing Director and Director of Marketing/Sales Coordination at Evercore Wealth Management and Evercore Trust Company, N.A. She leads the firm’s strategic marketing efforts and works with the firm’s advisors nationally on business development strategy. Prior to joining Evercore in 2024, Tracy was an executive director at J.P. Morgan Wealth Management where she […]
Ross Saia
Ross is a Partner and Wealth & Fiduciary Advisor at the Palm Beach office of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., providing families, foundations and endowments with comprehensive, goals-based wealth planning. He joined Evercore in 2018 from U.S. Trust, Bank of America Private Wealth Management, where he served as […]
Charles Ryan
Charlie is a Partner and Portfolio Manager at Evercore Wealth Management. He is a member of the Equity Selection Committee and a co-manager of the Evercore Equity Fund, an equity mutual fund advised by the firm. Prior to joining Evercore in 2008, Charlie was a managing director and a market investment executive for U.S. Trust, […]
Maria Plese
Maria 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. She is experienced in wealth transfer structures, fiduciary responsibilities, and multigenerational planning strategies. Prior to joining Evercore in 2025, she worked […]
Arthur Noderer
Arthur is a Partner and Portfolio Manager at Evercore Wealth Management in Tampa, Florida. He is a member of the firm’s investment decision-making body, the Asset Allocation Committee, and the Investment Policy Committee. He has over 30 years of experience in managing investment strategies for high net worth families, endowments and foundations. He joined Evercore […]
