Winnie Yam

Director, Wealth & Fiduciary Advisor

San Francisco

Winnie is a Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, serving high net worth families.

Prior to joining Evercore in 2025, Winnie worked as a private wealth advisor at Silicon Valley Bank, a division of First Citizens Bank. She previously worked at Northern Trust.

Winnie is a graduate of San Francisco State University with a B.S. in Business Administration focused on finance and banking. She holds the Certified Financial Planner designation.