Kate Mulvany

Partner, Wealth & Fiduciary Advisor at Evercore Trust Company

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 LeMoyne College. She is a graduate of the New York Bankers Association Estate Administration School. Kate also serves on the Executive Advisory Board and Finance Committee of SilverSource, a not-for-profit organization in Stamford, CT. Kate volunteers as a high school student mentor through Student Sponsor Partners.

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Timeline

  • Partner, Wealth & Fiduciary Advisor

    Current role

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