Kait Oliveira

Managing Director, Portfolio Manager

New York

Kait is a Managing Director and Portfolio Manager at Evercore Wealth Management, where she advises ultra high net worth families, business owners, financial professionals, and senior corporate executives. She delivers tailored investment strategies that integrate disciplined portfolio construction with deep investment analysis, helping clients preserve and grow wealth across generations.

Kait joined Evercore in 2025 from Clarfeld Wealth Partners at Citizens Private Wealth, where she served as a portfolio manager and a private wealth advisor. She earlier worked at J.P. Morgan Private Bank as a client advisor, an investment professional, and an analyst.

Kait earned a Bachelor of Science in Business Administration with a concentration in Financial Market Regulation from the University at Albany, State University of New York. She holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP^®) designations.