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 and Equity Portfolio Manager
Evercore Wealth Management LLC
415.229.8085
elwell@evercore.com
Bruce Elwell brings over 33 years of experience in managing balanced portfolios for high-net-worth clients. Prior to joining Evercore Wealth Management in 2009, he was a Managing Director of U.S. Trust, which he joined in 1997.
While at U.S. Trust, Bruce managed multi-asset class portfolios for individual clients, served on numerous national investment policy committees, and supervised client-facing portfolio managers in northern California. Prior to U.S. Trust, Bruce served as a regional chief investment officer for twelve years at Chicago's Harris Private Bank.
Bruce received his BA, Magna Cum Laude, from Princeton University in 1972. He is a member of the San Francisco Financial Analysts' Society.