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 […]
Julio Castro
Julio is a Partner and Wealth & Fiduciary Advisor at the Florida offices of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., providing families, foundations and endowments throughout the Southeast with comprehensive, goals-based wealth planning. He works closely with the firm’s investment portfolio managers and advises clients on strategic wealth planning, […]
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 […]
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, […]
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 […]
