Our Team

Sean Brady

Managing Director, Wealth & Fiduciary Advisor

New York

Phone

212.835.0022

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Sean is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. He advises families, foundations and endowments, delivering comprehensive planning solutions and fiduciary services. Evercore Wealth Management and Evercore Trust Company, N.A. serve clients across the United States.

Sean joined Evercore in 2024 from Clarfeld Citizens Private Wealth where he worked for 14 years as a senior advisor to ultra high net worth families, business owners, private equity principals, and senior corporate executives. He developed and executed creative investment, estate, tax, cash flow, and risk management strategies for his clients. He also contributed to the firm’s financial planning strategy and business development efforts throughout the Northeast.

Sean serves as a member of the board of directors and Treasurer for Legal Services of the Hudson Valley. Sean earned a B.B.A degree in Finance and Economics from Queens College and an M.B.A. from the Zicklin School of Business at Baruch College. He also holds the CFP® certification.

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