We work with each client to define and develop clear portfolio objectives and design an appropriate asset allocation and investment plan to meet those objectives. It is our belief that a measured amount of risk, disiplined security selection, appropriate diversification and long-term focus serve our clients best.
Bruce Elwell
Partner, Portfolio Manager
Evercore Wealth Management LLC
415.229.8085
elwell@evercore.com
Bruce is an Equity Portfolio Manager. Bruce joined Evercore Wealth Management with 35 years of experience working with high net worth individuals, families, endowments and foundations. He is responsible for overall asset allocation for clients and is a member of the Equity Selection Committee.
Previously, Bruce was a Managing Director of U.S. Trust which he joined in 1997. There he managed multi-asset class portfolios for individual clients, served on numerous national investment policy committees and supervised client-facing portfolio managers on the West Coast. He also served as a regional chief investment officer for Chicago's Harris Private Bank for 12 years.
Bruce received his B.A., Magna Cum Laude, from Princeton University. He is a member of the San Francisco Financial Analysts' Society.