The Wealth & Fiduciary Advisors team at Evercore Trust Company specializes in providing expert guidance and management services for employee benefit plans. They work closely with clients to develop tailored investment strategies and ensure compliance with fiduciary responsibilities, leveraging their extensive experience in wealth management to help clients achieve their financial goals. The team combines deep industry knowledge with personalized service to enhance the overall value and effectiveness of trust and fiduciary services.
Ashley Ferriello
Partner, Wealth & Fiduciary Ad...
Helena Jonassen
Partner, Wealth & Fiduciary Ad...
Jamie Jensen
VP, Wealth & Fiduciary Advisor
Julio Castro
Partner, Wealth & Fiduciary Ad...
Karen Francois
Partner, Wealth & Fiduciary Ad...
Michael Cozene
Partner, Wealth & Fiduciary Ad...
Nancy Shavel Gabel
Partner, Financial Advisor
Pamela Lundell
Partner, Wealth & Fiduciary Ad...
Paulo Coelho
VP, Wealth Advisor
Todd McPherson
VP, Wealth & Fiduciary Advisor
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