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.
Jian Wang
Vice President
Evercore Wealth Management LLC
212.497.0848
jian.wang@evercore.com
Jian is a Vice President in Investment Research and Trading at Evercore Wealth Management and has over 10 years of experience, including seven years as the head trader at the Wall Street Fund, which was acquired by Evercore Wealth Management in May, 2010.
Prior positions include options trading, administrative work at the Mechanical Engineering Department of Tung-Ji University in Shanghai and sales for Siemens, also in Shanghai.
Jian graduated from Long Island University in 1991 and received an MBA in Finance from the New York Institute of Technology in 1995.