Joseph McManus, CFA

Joseph McManus, CFA has extensive work experience in the finance industry. Joseph currently serves as a Vice President and Portfolio Manager at Evercore Wealth Management, LLC since January 2023. Prior to this, Joseph worked at Merrill Lynch as a Vice President and Portfolio Analyst from January 2019 to January 2023. Joseph also gained valuable experience at U.S. Trust as a Vice President and Portfolio Management Associate from February 2014 to January 2019. Earlier in their career, Joseph worked as a Risk Analyst at Merrick Bank from September 2012 to January 2014.

Joseph McManus, CFA received their Bachelor of Arts (B.A.) degree in Economics with a Business Concentration and a minor in Finance from Assumption University, where they studied from 2008 to 2012. Joseph furthered their education by obtaining the Chartered Financial Analyst (CFA) certification from the CFA Institute in August 2021.