Todd McPherson

VP, Wealth & Fiduciary Advisor at Evercore Trust Company

Todd is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., focused on financial planning and goals-based asset allocation for individuals and families.

Prior to joining Evercore in 2018, Todd was an investment associate at Fiduciary Trust International, the private wealth management subsidiary of Franklin Templeton. He previously worked as a client service analyst with Fiduciary Trust International serving high net worth individuals and foundations.

Todd received a B.A. in Economics and Political Science from the University of Colorado.

Links

Previous companies

Fiduciary Trust International logo

Timeline

  • VP, Wealth & Fiduciary Advisor

    Current role