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, Portfolio Manager
Evercore Wealth Management LLC
212.822.7624
ryan@evercore.com
Charlie is an Equity Portfolio Manager responsible for overall asset allocation for clients and is a member of the Equity Selection Committee.
Prior to joining Evercore Wealth Management in 2008, Charlie was a Managing Director and a Market Investment Executive for U.S. Trust, a portfolio manager in the Growth Equity Strategy Group at U.S. Trust and a member of the division's Investment Policy Committee. Prior to that, Charlie was with BNY Asset Management, the institutional investment arm of The Bank of New York, where he was Head of the Equity Division. Charlie was the co-manager of the bank's largest mutual fund, The Hamilton Equity Income Fund.
Charlie earned his B.A. from Villanova University in 1989. He is a member of the New York Society of Security Analysts, a member of the Board of Trustees for The Rumson Country Day School, in Rumson N.J. and a member of the Board of Visitors for Worcester Academy in Worcester MA.