Partner
CurrentI am a partner and portfolio manager at Evercore Wealth Management, LLC, which serves high net worth individuals and families, delivering customized investment management, financial planning, trust and custody services. The firm is a Registered Investment Advisor, with offices in New York, Minneapolis, San Francisco, Delaware, Palm Beach and Tampa. The firm, which was founded in November 2008, manages client assets totaling $13 billion. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank. More information about Evercore Wealth Management and our team of advisors can be found at www.evercorewealthandtrust.com