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.
Nicole Troccia
Managing Director, Client Services
Evercore Wealth Management LLC
212.822.7629
troccia@evercore.com
Nicole is a Managing Director responsible for Client Service and Fiduciary Planning and Administration. She joined the firm with over 10 years of experience in the wealth management business.
Nicole joined Evercore Wealth Management in 2009 from Brown Brothers Harriman & Co. where she was a Vice President and Senior Trust Officer for Brown Brothers Harriman Trust Company (Cayman) Ltd. Prior to joining Brown Brothers Harriman & Co., Nicole was a Vice President in the Wealth Management Division of U. S. Trust Company, N. A., where she advised private clients and families.
Nicole received her B.S. in Industrial Labor Relations from Cornell University. She holds both a Certified Financial Planner license and a Certified Trust and Financial Advisor designation. She is a member of the Financial Planning Association of New York.