Evercore Trust Company
Jay is a Partner and Portfolio Manager at Evercore Wealth Management and the Chief Investment Officer of Evercore Trust Company, N.A. He is a member of the Strategic Planning Committee and the Investment Management Committee.
Jay joined Evercore in 2008. He was previously a managing director at U.S. Trust, which he joined in 1983. He was responsible for managing individual client portfolios, mutual funds and common trust funds. Jay also held several management roles, including supervising all client-facing portfolio managers and managing the New York Wealth Management and Wealth Advisory Groups.
Jay earned a B.B.A degree, magna cum laude, from Boston University and an M.B.A. from New York University Graduate School of Business. He is a director of the Holmstead School in Ridgewood, NJ, and a member of the New York Advisory Board of the Caron Treatment Centers.
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Evercore Trust Company
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Evercore Trust Company, a limited-purpose national trust bank chartered by the Office of the Comptroller of the Currency, provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans.