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.
Kate Mulvany
Managing Director, Client Services
Evercore Wealth Management LLC
212-822-7639
mulvany@evercore.com
Kate Mulvany is a Managing Director responsible for Client Service and Fiduciary Planning and Administration. Kate joined the firm with over 15 years experience of working with high net worth individuals and their families. She focuses on identifying financial planning needs and working closely with outside advisors to implement sophisticated planning solutions.
Kate joined Evercore Wealth Management from U.S. Trust, where she was responsible for many complex personal and fiduciary relationships. In addition, Kate was a Trust Team Leader for the Southwest Connecticut and Long Island Trust group.
Kate received her B.S. in Finance from LeMoyne College. She holds a Certified Trust and Financial Advisor designation and is a graduate of the New York Bankers Association Estate Administration School. Kate also serves on the Executive Board of Senior Services of Stamford, a not-for-profit organization in Stamford, CT.