Stephanie Hackett

Stephanie Hackett Email and Phone Number

Portfolio Manager, Partner at Evercore Wealth Management | Start-up Enthusiast @ Evercore Wealth Management, LLC
new york, new york, united states
Stephanie Hackett's Location
New York, New York, United States, United States
Stephanie Hackett's Contact Details

Stephanie Hackett personal email

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About Stephanie Hackett

Stephanie is a portfolio manager and private equity investor with over two decades of experience advising families and individuals on asset allocation and wealth management, as well as incorporating ESG goals into an investment program. She is a partner at Evercore Wealth Management where she manages individual client portfolios and is Chair of the External Manager Selection Committee, a team which focuses on due diligence of private equity, real estate and credit strategies. She brings governance experience through her work on multiple Limited Partner Advisory committees and nonprofit boards.

Stephanie Hackett's Current Company Details
Evercore Wealth Management, LLC

Evercore Wealth Management, Llc

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Portfolio Manager, Partner at Evercore Wealth Management | Start-up Enthusiast
new york, new york, united states
Website:
evercorewealthmanagement.com
Employees:
83
Stephanie Hackett Work Experience Details
  • Evercore Wealth Management, Llc
    Partner
    Evercore Wealth Management, Llc Nov 2014 - Present
    New York, New York
    I 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
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  • Brandywine Trust Group
    Investment Director, Vp
    Brandywine Trust Group Mar 2006 - May 2014
    New York, Ny
    Brandywine Group Advisors is a family office with over $6 billion in assets. Brandywine manages investments for a group of 15 families, across all asset classes including public equities, hedge funds, private equity and fixed income.Investment Responsibilities: source investment opportunities, screen managers, conducted full investment and operational due diligence, market and competitive analysis, negotiation of legal agreements, and continuous monitoring of existing portfolio of managers.
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  • Jp Morgan Chase
    Jpm Alternative Asset Management
    Jp Morgan Chase 1998 - 2005
    2003-2005 JPM Alternative Asset Management (NYC). Involved in all aspects of hedge fund due diligence, primarily focused on long/short equity strategies.2001-2003 JPM Private Bank (NYC). Sourced and researched public equity managers for JPM private bank's Manager of Managers program. 1998-2001 Chase/JPM Private Bank. Associate in Houston and New York private banking groups, focused on providing investment advice to high net worth clients.
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Stephanie Hackett Skills

Customer Service Administrative Assistance Receptionist Duties Sales Hospitality Customer Retention Customer Satisfaction Account Management Data Entry Insurance Teamwork Microsoft Excel Microsoft Office Microsoft Word Powerpoint Team Building Event Planning Time Management Outlook Communication Organization Skills

Stephanie Hackett Education Details

Frequently Asked Questions about Stephanie Hackett

What company does Stephanie Hackett work for?

Stephanie Hackett works for Evercore Wealth Management, Llc

What is Stephanie Hackett's role at the current company?

Stephanie Hackett's current role is Portfolio Manager, Partner at Evercore Wealth Management | Start-up Enthusiast.

What is Stephanie Hackett's email address?

Stephanie Hackett's email address is sh****@****nal.com

What schools did Stephanie Hackett attend?

Stephanie Hackett attended Rice University - Jesse H. Jones Graduate School Of Management, University Of Colorado At Boulder.

What are some of Stephanie Hackett's interests?

Stephanie Hackett has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Animal Welfare.

What skills is Stephanie Hackett known for?

Stephanie Hackett has skills like Customer Service, Administrative Assistance, Receptionist Duties, Sales, Hospitality, Customer Retention, Customer Satisfaction, Account Management, Data Entry, Insurance, Teamwork, Microsoft Excel.

Who are Stephanie Hackett's colleagues?

Stephanie Hackett's colleagues are Dianna Caban, Ashley Ferriello, Ctfa, Jay Springer, Thomas Olchon, Erica Sloan, Cfp®, Renee M., Mike Seppelt, Cfa.

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