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Kate is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A. She works with families, foundations and endowments and their other trusted advisors to provide comprehensive, multi-generational wealth planning and fiduciary advice to our clients’ families. She is a member of Evercore Trust Company’s Fiduciary Oversight Group.

Kate joined Evercore in 2009 from U.S. Trust, where she led a number of complex personal and fiduciary relationships and served as leader of the Southwest Connecticut and Long Island Trust groups.

Kate received her B.S. in Finance from Le Moyne College. She is a graduate of the New York Bankers Association Estate Administration School. Kate is a member of the Calvary Hospital Professional Advisors Council, and she volunteers as a high school student mentor through Student Sponsor Partners, a not-for-profit serving underserved NYC high school students. Kate served as a past Executive Board member and Finance Committee member of Silver Source, a not-for-profit organization serving senior adults in Fairfield County, CT.