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.
Bill Vaughn
Partner, Portfolio Manager
Evercore Wealth Management LLC
415.229.8082
vaughn@evercore.com
Bill is an Equity Portfolio Manager and a member of the Equity Selection Committee. He joined Evercore Wealth Management with over 19 years of experience managing multi-asset class portfolios for high net worth individuals, endowments and foundations.
Prior to joining Evercore Wealth Management, Bill was a Senior Vice President at U.S. Trust. Bill was also was a portfolio manager and securities analyst for Harris Bretall in San Francisco from 1995-2004, where he served on the firm's Strategy Committee and was portfolio manager for their Growth Equity fund.
Bill earned his B.A., with Honors and Distinction, from U.C. Berkeley, his J.D. from U.C. Berkeley's Boalt Hall School of Law, where he was editor of the High Technology Law Journal, and his Chartered Financial Analyst Designation. He is a member of the California Bar Association.