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.
James Holihan
Partner, Portfolio Manager
Evercore Wealth Management LLC
212.822.7646
holihan@evercore.com
Jim is a Fixed Income Portfolio Manager with over 23 years of experience in managing fixed-income investment strategies.
Prior to joining Evercore Wealth Management, Jim was a Managing Director and Portfolio Manager at U.S. Trust, where he managed fixed-income portfolios for high-net-worth individuals for over 13 years. Following Bank of America's acquisition of U.S. Trust, Jim was a Managing Director and Fixed Income Specialist with Columbia Management where he was part of a team with investment management responsibility for $6 billion.
Before joining U.S. Trust, Jim was the head of the Fixed Income Management Department at Glickenhaus & Co., a Managing Director and municipal bond trader at Lebenthal & Co., and an Assistant Vice President and municipal bond trader at Oppenheimer & Co., where he focused primarily on securities from the states of New York, New Jersey, and Connecticut.
Jim received his BA degree in economics from Hobart College in 1984. Jim is a member of the Municipal Bond Club of New York and the Executive Director and Founder of the Harborfields Lacrosse Club, a not-for-profit youth sports organization.