Nancy Shavel Gabel
Nancy is a Partner at Evercore Wealth Management and Managing Director at Evercore Trust Company, N.A., working in a business development role with high net worth families and their outside advisors. She has over 40 years of experience as a trusts and estates attorney and in issues surrounding intergenerational wealth planning. Prior to joining Evercore […]
Brandon Frandsen
Brandon is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, advising clients and their other advisors on wealth planning, taxation, and equity compensation. Prior to joining Evercore in 2025, Brandon worked as a senior wealth strategist at Silicon Valley Bank, a division of First Citizens Bank. He […]
Karen Francois
Karen is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management, providing families, foundations and endowments with comprehensive, goals-based wealth planning and a Managing Director at Evercore Trust Company, N.A. She is a member of Evercore Trust’s Personal Trust Advisory Committee, which is responsible for setting the firm’s fiduciary policy for the personal […]
Ryan Fox
Ryan is a Partner and Portfolio Manager at Evercore Wealth Management, managing assets for high net worth families, foundations and endowments. Prior to joining Evercore in 2025, Ryan worked as a private wealth advisor at Silicon Valley Bank, a division of First Citizens Bank. He was previously a senior portfolio manager at Northern Trust, and, […]
Meredith Morris
Meredith is a Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., serving high net worth individuals, families, and trusts from the Tampa office. She provides support in fiduciary administration, wealth management and financial planning disciplines. Prior to joining Evercore in 2020, Meredith utilized her broadly developed skills to […]
Ashley Ferriello
Ashley is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., serving high net worth individuals and families to provide comprehensive, goals-based wealth planning. She is co-head of the New York office and is a member of the national Strategic Planning Committee. She joined […]
Tim Evnin
Tim is an Equity Portfolio Manager and the Chair of the Equity Selection Committee at Evercore Wealth Management. He is also the co-manager of the Evercore Equity Fund, an equity mutual fund advised by the firm. Tim has over 30 years of experience managing balanced portfolios for high net worth clients, equity accounts for institutional […]
Tracy Elling
Tracy is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing administrative services to families, foundations and endowments at the Palm Beach office. Prior to joining Evercore in 2019, Tracy was for 18 years an assistant vice president and trust administrative assistant at U.S. Trust, Bank […]
Abhisheka Dalal
Abhisheka is a Vice President at Evercore Wealth Management. He develops technical strategies for programs and supports client service teams with analysis, design, development, and testing. He has over 15 years of experience in IT solutions development and delivery. Prior to joining Evercore in 2016, Abhi worked for Silvercrest Asset Management, Tekelec and WIPRO. He […]
Howard J. Cure
Howard is a Partner and the Director of Municipal Bond Research for Evercore Wealth Management. He has over 30 years of experience in analyzing municipal securities. Prior to joining Evercore in 2009, Howard was a director at the Public Finance Department of Financial Guaranty Insurance Company for 11 years. He previously was a vice president […]
