Joseph McManus

Vice President, Portfolio Manager

New York

Joe is a Vice President 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 earlier worked as a portfolio management associate with U.S. Trust, where he supported the management of global multi-asset class portfolios for high-net-worth individuals and institutions.

Joe received his B.A. from Assumption College in 2012. He holds the Chartered Financial Analyst designation awarded by the CFA Institute and is a member of the CFA Society of New York.