Evercore Wealth Management, LLC is the wealth management division of Evercore, a global independent investment advisory based in New York City.

Investment Management

Evercore Wealth Management

Evercore Wealth Management's headquarters in San Francisco, CA, United States

Jeff Maurer

Mary Kate H

Belinda Micu

Thomas Olchon

Nancy Shavel Gabel

Sebastian Granzo

Neza Gallitano

The Portfolio Management Team at Evercore Wealth Management, LLC is responsible for designing, implementing, and overseeing investment strategies tailored to client goals. They manage asset allocation, select securities, and adjust portfolios to optimize performance while mitigating risk. The team collaborates closely with clients to ensure their financial objectives are met through personalized and strategic investment solutions.

Portfolio Management Team

The Vice Presidents Team at Evercore Wealth Management oversees and coordinates core financial operations, strategic planning, and client relationship management. Their responsibilities include developing investment strategies, managing client portfolios, financial analysis, and ensuring alignment with overarching company goals. This team plays a crucial role in delivering tailored wealth management solutions to high-net-worth clients.

Vice Presidents Team

The Wealth and Fiduciary Advisors team at Evercore Wealth Management provides personalized wealth planning, fiduciary services, and investment advice to high-net-worth individuals and families. They ensure clients' financial goals are met through tailored strategies, estate planning, and trust management.

Wealth and Fiduciary Advisors

The Leadership Team at Evercore Wealth Management is responsible for setting the strategic direction and vision of the organization. They oversee the execution of business strategies, ensure operational excellence, and foster a culture of innovation and client-centricity. With a focus on sustainable growth, they guide the firm in delivering exceptional wealth management services to clients.

Evercore Wealth Management

Org chart

Teams

Portfolio Management Team

Vice Presidents Team

Wealth and Fiduciary Advisors

Leadership Team

Offices

Evercore Wealth Management

Org chart

Teams

Portfolio Management Team

Vice Presidents Team

Wealth and Fiduciary Advisors

Leadership Team

Offices

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