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.
Charles Ryan
Partner and Portfolio Manager
Evercore Wealth Management LLC
212.822.7624
ryan@evercore.com
Prior to joining Evercore Wealth Management in 2008, Charles was a Managing Director and a Market Investment Executive for U. S. Trust in New York. There he managed overall asset allocation and equity selection for high net worth clients, endowments, foundations, and institutions.
Prior to assuming this role, Charles was a portfolio manager in the Growth Equity Strategy Group at U.S. Trust and was a member of the division's Investment Policy Committee. There his responsibilities included primary research for financials, consumer staples and discretionary companies. Prior to joining Growth Equity Strategy Group in 2001, Charles was with BNY Asset Management, the institutional investment arm of The Bank of New York, where he was Head of the Equity Division. Mr. Ryan was the co-manager of the bank's largest mutual fund, The Hamilton Equity Income Fund.
Charles is a member of the New York Society of Security Analysts and is a member of the Board of Trustees for The Rumson Country Day School, in Rumson N.J. In addition, Charles contributes to the Board of Visitors for Worcester Academy in Worcester MA. Charles earned his B.A. from Villanova University in 1989.