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.
Karen Francois
Partner, Client Services
Evercore Wealth Management LLC
212.822.7647
francois@evercore.com
Karen is the Partner responsible for Client Service and Fiduciary Planning and Administration. With over 30 years of experience, Karen leads a team of Client Service Managers who deliver customized planning and administrative services to clients of Evercore.
Karen was previously responsible for the metro-New York trust group of U.S. Trust and provided the division with technical expertise and advice on all fiduciary, risk management, and business issues.
Karen is a board member of the New York City Estate Planning Council and a member of the Financial Planning Association of New York City. She is the past Treasurer of Opus 118, Harlem School of Music.
Karen received her BS in Criminal Justice from American University. She holds both a Certified Financial Planner license and a Certified Trust and Financial Advisor designation.