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 from Lafayette College in 2019 with a Bachelor of Arts in Economics with a concentration in Financial Policy and Analysis.