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.
Nancy Shavel Gabel
Managing Director, Business Development
Evercore Wealth Management LLC
212-822-7616
gabel@evercore.com
Nancy is a Managing Director working in a business development role with high net worth families and their outside advisors. Nancy brings over 30 years of experience as a trusts and estates attorney and is an expert in intergenerational Wealth. Nancy speaks to groups of high-net worth families across the country on financial education and issues of wealth transfer.
Nancy was previously a Managing Director at U.S. Trust, where she was the Head of the Intergenerational Wealth Planning Group. She successfully created the "Wealth Training Program" which educated family members on how to manage the transfer of wealth to younger generations. Nancy also ran the Estate Planning Department from 1996 to 2006.
Nancy earned a B.A. magna cum laude from Ithaca College and a J.D. from New England School of Law. Nancy is currently a member of the Museum of Modern Art Planned Giving Advisory Committee, the Central Park Conservancy, Planned Giving Professional Advisory Council and the Northwestern University Parents' Fund Committee. Nancy is a member of the New York and Massachusetts Bar.