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.
Sandy Panetta
Partner and Fixed Income Portfolio Manager
Evercore Wealth Management LLC
212.822.7645
panetta@evercore.com
Sandy joined Evercore Wealth Management in 2008. She has over 23 years experience managing fixed income portfolios for high-net-worth individuals.
Following Bank of America's acquisition of U.S. Trust, Sandy served as a Managing Director and Senior Portfolio Manager with Columbia Management where she oversaw tax-exempt cash management for high net worth individuals. In this role she was responsible for the investment of over $1.6 billion of client assets. Prior to joining Columbia Management, Sandy created and managed the tax-exempt cash management service at U.S.Trust, including both trading and managing tax-exempt cash-equivalent portfolios for high net worth clients. Until assumed by Columbia Management in 2008, Sandy served as the portfolio manager for the Excelsior Tax-Exempt Money Market Fund (since 1989), and for the Excelsior New York Money Market Fund (since its inception in 1998).
Sandy is a member of the Women's Bond Club of New York and is a former member of the Investor Advisory Committee of the Municipal Securities Rulemaking Board. She received her B.A. in Economics from the State University of New York at Oneonta.