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.
John McDermott
Partner, Portfolio Manager
Evercore Wealth Management LLC
212.822.7637
mcdermott@evercore.com
John is an Equity Portfolio Manager and the lead manager of the Diversified Market Hedges strategy. He joined Evercore Wealth Management with 14 years of investment experience, managing balanced portfolios for high net worth individuals, equity accounts for institutional clients and equity mutual funds.
John was previously a Managing Director at U.S. Trust, and, following Bank of America's acquisition of U.S. Trust, a Senior Equity Portfolio Manager with Columbia Management, where his group managed over $14 billion in assets. In 2007, Barron's named John number eight on its list of Top 100 Mutual Fund Managers.
John has a BA in American Studies from the University of Notre Dame. He holds the Chartered Financial Analyst designation, is a member of the New York Society of Security Analysts, the CFA Institute and the Economic Club of New York.