Justin Miller
Justin is a Partner and the National Director of Wealth Planning at Evercore Wealth Management, counseling advisors and clients on complex taxation, trusts and estates, charitable planning, and family governance issues. He additionally serves as a Senior Wealth and Fiduciary Advisor at the San Francisco office of Evercore Wealth Management and Evercore Trust Company. Prior […]
Joseph McManus
Joe is a Director and Portfolio Manager at Evercore Wealth Management. He analyzes investments, manages customized asset allocations and coordinates performance reporting for clients. Prior to joining Evercore in 2023, Joe worked at Merrill Lynch as an investment management specialist, responsible for portfolio construction, investment due diligence and performance evaluation for private wealth clients. He […]
Alex Lyden
Alex is a Partner at Evercore Wealth Management and serves as Chief Fiduciary Officer and Trust Counsel at Evercore Trust Company, N.A. In addition, he is Chair of the Personal Trust Advisory Committee, which establishes fiduciary policy for the personal trust business, and Chair of the Fiduciary Oversight Group. Prior to joining Evercore in May […]
Michael Kirkbride
Michael is a Partner and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments. Michael joined Evercore in 2019 from Fieldpoint Private, a boutique private bank headquartered in Greenwich, Connecticut, where he served for two years as a senior investment advisor, providing asset allocation, security selection, and estate and tax […]
James Holihan
Jim is a Partner and Portfolio Manager at Evercore Wealth Management. He has over 25 years of experience in managing fixed-income investment strategies. Prior to joining Evercore in 2008, Jim was a managing director and portfolio manager at U.S. Trust, where he managed fixed-income portfolios for high net worth individuals. Following Bank of America’s acquisition […]
Stephanie Hackett
Stephanie is a Partner and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments. Stephanie is the Chair of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and ongoing monitoring of all third-party investment managers. Stephanie joined Evercore in 2014 from Brandywine Group Advisors, […]
Maxwell Grimard
Max is a Director and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments. Prior to joining Evercore in 2016, Max worked at Raymond James Financial in real estate banking and at CBRE in the multifamily investment capital markets platform. Earlier, he worked for the State of Florida’s Office of […]
Sebastian Granzo
Sebastian is a Partner and Head of Operations at Evercore Wealth Management and the Chief Operations Officer at Evercore Trust Company, N.A. He is a member of Evercore Wealth Management’s national Strategic Planning Committee. Prior to joining Evercore in 2019, Sebastian worked for six years at Shepherd Kaplan Krochuk, a Boston-based Registered Investment Adviser, as […]
Russell Gewehr
Russell is a Director and Portfolio Manager at Evercore Wealth Management, specializing in fixed income. He has 9 years of experience working on Evercore’s proprietary taxable and tax-exempt fixed income strategies. He is a member of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and ongoing monitoring of all […]
Neza Gallitano
Neza is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A. She works with high net worth individuals and families to provide comprehensive, goals-based wealth planning. She joined Evercore in 2023 from myCIO Wealth Partners, where she was a partner serving as lead financial […]
