James Holihan

Partner, Portfolio Manager

New York

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 of U.S. Trust, Jim was a managing director and fixed income specialist with Columbia Management where he was part of a team with investment management responsibility for $6 billion.

Jim was earlier the head of the Fixed Income Management Department at Glickenhaus & Co., a managing director and municipal bond trader at Lebenthal & Co., and an assistant vice president and municipal bond trader at Oppenheimer & Co., where he focused primarily on securities from the states of New York, New Jersey, and Connecticut.

Jim received his B.A. in Economics from Hobart College. He is a member of the Municipal Bond Club of New York and the Executive Director and Founder of the Harborfields Lacrosse Club, a not-for-profit youth sports organization.