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.
Brian Pollak
Managing Director
Evercore Wealth Management LLC
212.822.7692
brian.pollak@evercore.com
Brian Pollak is a Fixed Income Portfolio Manager responsible for managing taxable bond investments for both individuals and institutions at the firm. Brian also serves as a co-manager of the Diversified Market Hedges strategy and is a member of the Investment Policy Committee.
Prior to joining Evercore, Brian was a portfolio manager for AIG Investments where he co-managed corporate bond portfolios totaling over $60 billion, primarily for AIG's general account portfolios. Prior to his role as a portfolio manager, Brian served as a corporate bond analyst focused on basic industries, including paper/forest products, chemicals, and packaging companies. Prior to attending business school, Brian worked for the Milken Family Foundation.
Brian received his B.A. in History from the University of Pennsylvania and his M.B.A. in Finance from Columbia University. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute.