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.
Frederick Taylor
Senior Advisor
Evercore Wealth Management LLC
212.822.7620
ftaylor@evercore.com
Fred is a Senior Advisor to Evercore Wealth Management and is a member of the Investment Policy and Equity Selection Committees.
Prior to joining the firm in 2008, Fred retired from U.S. Trust in 2004 as the Vice Chairman and Chief Investment Officer, after a 40-year career.
Fred graduated with distinction from Wesleyan University and received an M.B.A. from the University of Pennsylvania, Wharton School of Business. He served with the United States Army Security Agency. Fred is a member of the New York Society of Securities Analysts, the Association for Investment Management and Research, served as a member of the Board of Trustees of Wesleyan University and was elected as an Emeritus Trustee.