Jay is an Equity Portfolio Manager, on the Board of Control of the Partnership and an employee of Evercore Trust Company. Jay joined Evercore Wealth Management with over 27 years of experience managing balanced portfolios for high net worth clients and equity common trust funds.
Prior to joining Evercore Wealth Management, Jay was a Managing Director of U.S. Trust, which he joined in 1983. He was responsible for managing individual client portfolios, mutual funds and common trust funds. Jay also held several management roles including supervising all client facing portfolio managers and managing the New York Wealth Management and Wealth Advisory Groups.
Jay earned his B.B.A., magna cum laude, from Boston University in 1981 and M.B.A. from New York University Graduate School of business in 1983. Jay is a member of the New York State Bankers Association Trust Investment Committee and is a former director of the Bank Fiduciary Fund.