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.
Gary Gildersleeve
Partner, Portfolio Manager
Evercore Wealth Management LLC
212.822.7644
gildersleeve@evercore.com
Gary is a Fixed Income Portfolio Manager with over 35 years of experience in managing fixed-income investment strategies.
Prior to joining Evercore Wealth Management, Gary was a Managing Director and Senior Portfolio Manager at U.S. Trust. As Manager of the Personal Fixed Income Division he oversaw fixed-income investment and administration for $6 billion in client assets. Following Bank of America's acquisition of U.S. Trust in 2007, Gary was a Managing Director and Fixed Income Specialist with Columbia Management. Gary joined U.S. Trust from The Portfolio Group, a Chemical Bank affiliate, where he co-founded the tax exempt bond management service.
Gary received his BA in economics from Lafayette College in 1975 and his MBA in finance from New York University in 1982. He is a member of the Municipal Bond Buyers Conference.