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.
Iain Silverthorne
Partner, Wealth Advisor
Evercore Wealth Management LLC
415.229.8084
silverthorne@evercore.com
Iain is a member of Evercore Wealth Management's Wealth Planning team. He joined Evercore Wealth Management with over 15 years of experience.
Prior to joining Evercore Wealth Management in 2009, Iain was a Senior Vice President at U.S. Trust and was responsible for client relationship management. In that capacity Iain advised clients on financial planning issues including tax efficient asset allocation and investment strategies, estate and wealth transfer planning, liability analysis and cash flow planning.
Iain received a B.A. from San Francisco State University and an M.B.A. from the Graziadio School of Business at Pepperdine University. Iain currently serves on the finance committee for the Napa Valley Community Foundation.