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.
Michael Burton
Vice President, Business Development
Evercore Wealth Management LLC
212.822.7638
burton@evercore.com
Michael has a business development role, working with high net worth families and their outside advisors.
Prior to joining Evercore, Michael was a Private Client Advisor at U.S. Trust, working with high-net-worth individuals and institutions. He was responsible for new business acquisition and client relationship management.
Before Joining U.S. Trust, Michael worked in academic fundraising at Yale University and Columbia Law School. At Yale, Michael worked closely with alumni and friends of the University in New York, Boston, Colorado, Texas and California to meet important institutional priorities and objectives. Michael's work for Columbia Law School was based primarily in California and New York, working with the Dean to attract resources for both short and long-term needs of the School.
Michael received both his B.S. and M.S. from Springfield College in Springfield, MA.