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Alan C.

Vice President of Financial Operations at Evercore Wealth Management

Alan C. has a diverse work experience starting as a Production Coordinator and Planner at Garan, Incorporated in 2006. Alan oversaw the supply chain and developed production schedules to ensure on-time delivery of goods. In 2007, Alan joined Stern Investment Advisory as a Trading Analyst and Research Associate. Alan provided trading support, created Macros in Excel to compute profit and loss, and generated detailed reports on risks and returns. After leaving Stern Investment Advisory in 2014, Alan joined Barclays Investment Bank as a Client Regulatory Analyst, focusing on client compliance. Alan reported client status updates, worked with legal and compliance on client inquiries, and collaborated with other teams for client readiness and compliance. In the same year, Alan joined Evercore as Vice President of IT. Alan developed and implemented technology strategies, managed the organization's IT infrastructure, and ensured the performance, availability, reliability, and security of IT systems.

Alan C. completed their Bachelor's Degree in Finance from Binghamton University School of Management, where they studied from 2002 to 2006.

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New York, United States

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Evercore Wealth Management

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