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, Portfolio Manager
Evercore Wealth Management LLC
212.822.7645
panetta@evercore.com
Sandy is a Fixed Income Portfolio Manager focusing on high net worth individuals. She joined Evercore Wealth Management in 2008 with over 23 years experience managing fixed income portfolios.
Prior to joining Evercore Wealth Management, Sandy was a Managing Director and Portfolio Manager at U.S. Trust, where she created and managed the tax-exempt cash management services. 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). Following Bank of America's acquisition of U.S. Trust, Sandy was a Managing Director and Fixed Income Specialist with Columbia Management where she was part of a team with investment management responsibility for $6 billion.
Sandy received her B.A. in Economics from the State University of New York at Oneonta. She 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.