Michael Chung

Michael Chung has a diverse work experience in the financial industry. Michael currently holds the position of Director at Evercore Wealth Management, LLC since March 2023. In this role, they oversee trade settlement reconciliations, executes client trades, improves communication processes, manages projects and initiatives, and possesses knowledge of various financial software and systems.

Prior to their current role, Michael served as Vice President, Operations and Trading at Evercore Wealth Management from March 2017 to March 2023. Michael designed trade settlement and correction processes, managed vendor onboarding, performed reconciliation reviews, and facilitated website termination and migration, among other responsibilities.

Before joining Evercore, Michael worked as an Operations Associate from January 2014 to February 2017, and as an Operations Analyst from February 2011 to January 2014. In these roles, they contributed to various operational tasks and processes.

Michael began their career as an Intern at Morse, Williams, and Co. from May 2010 to February 2011. There, they gained experience in private wealth management, focusing on high net worth asset management and providing support in portfolio reconciliation and class action processing.

Overall, Michael Chung has a strong background in operations, trading, project management, and financial software, gained through their work experience at Evercore Wealth Management and Morse, Williams, and Co.

Michael Chung earned a Bachelor of Science degree in Marketing, Management, and Psychology from NYU Stern School of Business. Michael attended the school from 2006 to 2010.