Team

Alphabetic

John Apruzzese

Partner, Chief Investment Officer

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John is the Chief Investment Officer of Evercore Wealth Management, responsible for the firm’s market outlook and asset allocation policy. He has over 25 years of experience in managing balanced investment portfolios for high-net-worth clients.

Prior to joining Evercore Wealth Management in 2008, John was a Managing Director of U.S. Trust, which he joined in 1984. He was directly responsible for managing $2 billion of client assets, representing many of U.S. Trust’s most significant clients. Additionally, John served as Chief Investment Officer of U.S. Trust of New York from 2003 to 2005, and the Head of Equity Investments and Chair of the Equity Investment Committee from 2005 to 2008. For fifteen years, he was an active participant in the formulation of overall investment strategy and a member of the U.S. Trust Investment Strategy Committee.

Prior to attending business school, John was on the staff of the U.S. Senate Labor and Human Resources Committee and worked on federal budget matters.

John received his B.A. from Bucknell University in 1980, an M.B.A. from New York University in 1984, and holds the Chartered Financial Analyst designation. He is a former member of the Board of the New York Society of Security Analysts.

Timothy Barrett

Partner, Portfolio Manager

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Tim is a Partner and Portfolio Manager at the San Francisco office of Evercore Wealth Management. He joined the firm in 2012, following the acquisition of Mt. Eden Investment Advisors, where he was a founding partner. He has 16 years of investment experience.

Prior to joining Mt. Eden in 2004, Tim was a portfolio manager at Weiss, Peck & Greer and, previously, a director of research at Sand Hill Advisors.

Tim received two B.A. degrees from UC Berkeley, in Political Economy and German, and a Masters in International Affairs and Finance from UC San Diego. He holds the Chartered Financial Analyst designation.

Jonathan Bergner

Managing Director, Portfolio Manager

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Jonathan joined Evercore Wealth Management in April 2012, as a Managing Director and Portfolio Manager, responsible for managing individual, family, and related institutional assets.

He joined the firm from U.S. Trust, where he had led a team of portfolio managers and was responsible for managing the assets of high-net-worth individuals and family foundations. Prior to joining U.S. Trust in 2000, Mr. Bergner directed investments at Ader Associates, a New York-based financial planning firm.

Jonathan is a graduate of Hobart College and holds the Chartered Financial Analyst and Certified Financial Planner designations. He is a member of the editorial review board of the Journal of Financial Planning and the New York Society of Security Analysts.

Jewelle Bickford

Partner, Wealth & Fiduciary Advisor

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Jewelle Bickford joined Evercore Wealth Management in August 2013 as a Partner and Wealth Advisor. She works closely with the firm’s planning and investment professionals, focusing on family governance, impact investing, and the Wise Women series.

She joined Evercore Wealth Management from GenSpring Family Offices, where she served as a senior strategist, responsible for cultivating relationships with high-net-worth families. She also led the company’s focus on women and wealth.

Prior to joining GenSpring in 2009, Ms. Bickford was a global partner at Rothschild Group, concentrating on cross-border new business origination, and head of the debt capital markets for Rothschild Inc. She was a member of N.M. Rothchild’s Global Banking and Treasury Committee. She merged her investment banking firm, Bickford & Partners Inc., into Rothschild Inc. in 1994.

Ms. Bickford is a member of the Council on Foreign Relations and the founder of Women and Foreign Policy, the Council’s task force on the role of women in economic and political development in the Middle East and Southeast Asia.

She currently serves as co-chair on the board of directors of MasterVoices. She also serves on the board of directors of Women for Women International and the Women’s Media Center, and on the Business Committee of the Metropolitan Museum of Art. She is a board member and the past president of the Trisha Brown Dance Company and is a Trustee Emeritus of the Randolph-Macon Women’s College. From 2003 to 2010 she served on the board of directors of the SEC-registered Torrey Funds. Continuously from 2003 through 2007, she attended Fortune’s Most Powerful Women Conference.

Additionally, Ms. Bickford is a member of the Committee of 200, the Women’s Forum and the co-chair of the Paradigm for Parity movement.

She earned her B.A. from Sarah Lawrence College in 1977, and she is a graduate of Duke’s Fuqua Business School Leadership Program.

Julio Castro

Partner, Wealth & Fiduciary Advisor

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Julio is a Partner and Wealth Advisor at the Florida office of Evercore Wealth Management, providing clients throughout the region with comprehensive, goals-based wealth planning. He is a member of the Strategic Planning Committee and the Asset Allocation Committee.

He joined the firm in 2014 from GenSpring Family Office in Florida, where he led new business development and client integration, and was a member of the national leadership committee. Additionally, he has practiced as an attorney, specializing in estate and tax planning, and trust litigation, and as an accountant, focused on individual and trust estate planning. He has 25 years of experience in wealth management.

Julio earned his B.A. degree in accounting from the University of South Florida and his Juris Doctorate from University of Florida’s Levin College of Law.

Paulo Coelho

Vice President, Wealth & Fiduciary Advisor

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Paulo Coelho is a Vice President and Wealth Advisor, serving high-net-worth individuals and families. He joined the New York office of Evercore Wealth Management in March, 2012.

He joined the firm from Convergent Wealth Advisors, where he served as a lead advisor to high-net-worth families, responsible for designing and implementing wealth management strategies. Mr. Coelho was previously a senior investment analyst at Ipreo and, earlier, a senior analyst at Thomson Reuters.

Paulo received a Bachelor of Arts degree in Economics & Business and International Affairs from Lafayette College. In addition to English, he speaks Portuguese and Spanish.

Michael Cozene

Partner, Wealth & Fiduciary Advisor

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Michael is a Partner and Wealth Advisor at the Florida office of Evercore Wealth Management, serving clients throughout the Southeast with comprehensive, goals-based wealth planning. He is a member of the firm’s investment decision-making body, the Asset Allocation Committee.

He joined Evercore Wealth Management in 2014 from GenSpring Family Offices in Florida, where he led business development and spearheaded wealth planning and family office services for the firm’s ultra-high-net-worth clients. Prior to joining GenSpring in 2001, he served as an advisor to ultra-high-net-worth families at Sun Trust. He has 25 years of experience in wealth management.

Michael earned his B.S. degree from Florida State University, with a concentration in finance and accountancy.

Howard Cure

Managing Director, Municipal Bond Research

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Howard Cure is the Director of Municipal Bond Research for Evercore Wealth Management. He joined the firm in 2009 and has over 25 years of experience in analyzing tax-exempt municipal securities. Prior to joining Evercore, Mr. Cure was a Director for 11 years in the Public Finance Department of Financial Guaranty Insurance Company (FGIC). Previously, Mr. Cure was a Vice President with the investment banking firm of Prager, Sealy & Co. from 1994 to 1997, and also served as a Vice President at Moody’s Investors Service from 1986-1994.

Mr. Cure began his career as an economist with the New York State Senate Finance Committee in Albany, NY from 1985 to 1986. He has also written topical credit pieces and has been quoted in such publications as The Wall Street Journal, Bloomberg News/Business Week, Barron’s, Reuters, The Financial Times and The Bond Buyer and appeared on CNBC, National Public Radio and Bloomberg News.

Mr. Cure received a bachelors’ degree in Economics from the State University of New York at Albany in 1982 and he earned a joint masters’ degree in Public Affairs from the Lyndon B. Johnson School of Public Affairs and Business from the McCombs School of Business in 1985.

Douglas Dewey

Managing Director, Financial Advisor

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Doug joined Evercore in 2016 as a Managing Director and Financial Advisor. He advises individuals and families on retirement planning and investments.

He earlier worked at Barclays in New York, advising institutional and private clients on planning and asset allocation. Prior to joining Barclays, he served for eight years in a similar capacity at Bernstein Global Wealth Management.

Before joining Evercore, Doug worked for four years as the CEO of Murphy Healthcare Inc., a privately held firm that designs and manages outpatient surgery centers across the United States.

He studied political philosophy at the University of Waterloo, Canada. He serves as Chairman of the Network for Educational Opportunity, Vice Chairman of Christendom College, and is a director of the New York Men’s Leadership Forum.

Bruce Elwell

Partner, Portfolio Manager

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Bruce is an Equity Portfolio Manager and is also an employee of Evercore Trust Company. Bruce joined Evercore Wealth Management in 2009 with 35 years of experience working with high-net-worth individuals, families, endowments and foundations. He is responsible for overall asset allocation for clients and is a member of the Equity Selection Committee.

Previously, Bruce was a Managing Director of U.S. Trust which he joined in 1997. There he managed multi-asset class portfolios for individual clients, served on numerous national investment policy committees and supervised client-facing portfolio managers on the West Coast. He also served as a regional chief investment officer for Chicago’s Harris Private Bank for 12 years.

Bruce received his B.A., Magna Cum Laude, from Princeton University. He is a member of the San Francisco Financial Analysts’ Society.

Tim Evnin

Partner, Portfolio Manager

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Tim is an Equity Portfolio Manager and the Chair of the Equity Selection Committee at Evercore Wealth Management. He is also the co-manager of the Evercore Equity Fund, an equity mutual fund advised by the firm. Tim has over 24 years of experience managing balanced portfolios for high-net-worth clients, equity accounts for institutional clients, and equity mutual funds.

Tim was previously a Managing Director at U.S. Trust, and, following Bank of America’s acquisition of U.S. Trust, a Senior Equity Portfolio Manager with Columbia Management, where his group managed over $14 billion in assets.

Tim received his B.A. from Princeton University in 1987 and an M.B.A. from Columbia University in 1999. He is the President of the Mianus River Gorge Preserve and is on the board of the Blythedale Children’s Hospital in Valhalla, New York.

Cynthia Flannigan

Vice President, Wealth & Fiduciary Advisor

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Cynthia is a Wealth Advisor, focused on financial planning and client service. She has 16 years of experience working with high-net-worth individuals, trusts and non-profit organizations. She joined Evercore Wealth Management in 2012 as a member of the Mt. Eden Investment Advisors team.

Prior to joining Evercore, she worked as a senior client associate at Mt. Eden Investment Advisors, focused on intergenerational issues, philanthropic goals and multiple entities. Ms. Flannigan was previously at Harris Bretall Sullivan & Smith as a portfolio associate, and began her career in client services at Spare Kaplan Bischel & Associates.

She received a B.S. in Business Analysis from San Francisco State University, graduating cum laude, and a Masters in Financial Planning and Taxation from Golden Gate University. She holds the Certified Financial Planner license and is a member of the Financial Planning Association.

Karen Francois

Partner, Wealth & Fiduciary Advisor

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Karen is a Partner and Wealth and Fiduciary Advisor at Evercore Wealth Management. She has over 30 years of experience advising ultra-high-net-worth families in the areas of wealth planning, fiduciary and family wealth services. Karen and her team advise many of the firm’s most complex family relationships. Karen also serves as the Chief Personal Trust Officer at Evercore Trust Company, N.A., and as the Chair of the firm’s Personal Trust Advisory Committee, which is responsible for setting the firm’s fiduciary policy for the personal trust business.

Before joining Evercore Wealth Management in 2008, Karen was responsible for the New York metropolitan regional trust group at U.S. Trust and provided the division with technical expertise and advice on all fiduciary, risk management, and business issues.

Karen is a member of the Financial Planning Association of New York City. She was a board member of the New York City Estate Planning Council and a past Treasurer of Opus 118, Harlem School of Music. Karen received her B.S. in Criminal Justice from American University. She holds both a Certified Financial Planner license and a Certified Trust and Financial Advisor designation.

Nancy Shavel Gabel

Managing Director, Financial Advisor

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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 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. She 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.

Gary Gildersleeve

Partner, Portfolio Manager

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Gary is a Fixed Income Portfolio Manager with over 30 years of experience in managing fixed-income investment strategies.

Prior to joining Evercore Wealth Management, Gary was a Managing Director and Senior Portfolio Manager at U.S. Trust. As Manager of the Personal Fixed Income Division he oversaw fixed-income investment and administration for $6 billion in client assets. Following Bank of America’s acquisition of U.S. Trust in 2007, Gary was a Managing Director and Fixed Income Specialist with Columbia Management. Gary joined U.S. Trust from The Portfolio Group, a Chemical Bank affiliate, where he co-founded the tax exempt bond management service.

Gary received his B.A. in economics from Lafayette College and his M.B.A. in finance from New York University. He is a member of the Municipal Bond Buyers Conference.

Ashley Greeff

Vice President, Wealth & Fiduciary Advisor

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Ashley is a Vice President, Wealth Advisor, serving high-net-worth individuals and families from the Evercore Wealth Management office in New York.

She joined Evercore Wealth Management at its inception in January 2009, first working as a fixed income portfolio analyst, providing trading and operational support to the firm’s tax-exempt and taxable fixed income portfolio managers. She was promoted to her current role in June, 2012. Prior to joining Evercore Wealth Management, she worked in equity research at FBR Capital Markets.

Ashley received her B.A. from the University of Virginia.

Stephanie Hackett

Managing Director, Portfolio Manager

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Stephanie joined Evercore Wealth Management in 2014, as a Managing Director and Portfolio Manager. She is a member of the firm’s External Manager Selection Committee which is responsible for the selection, due diligence and on-going monitoring of all third-party investment managers. As a member of the committee, she is primarily responsible for research and due diligence on illiquid investments, encompassing private equity, real estate and credit.
 
Stephanie joined Evercore Wealth Management from Brandywine Group Advisors, a multifamily office, where she worked for eight years as an investment director, responsible for all aspects of the investment process. She previously worked at JP Morgan for seven years, focused on alternative asset management and private banking. She has significant experience in managing portfolios for high net worth individuals and families that invest in both alternative and traditional asset classes, including public equity, fixed income, hedge funds and private equity strategies.
 
She received her Masters of Business Administration from Rice University’s Jones Graduate School of Business and her Bachelor of Arts from the University of Colorado. Stephanie holds the Chartered Financial Analyst designation.

James Holihan

Partner, Portfolio Manager

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Jim is a Fixed Income Portfolio Manager with over 25 years of experience in managing fixed-income investment strategies.

Prior to joining Evercore Wealth Management, Jim was a Managing Director and Portfolio Manager at U.S. Trust, where he managed fixed-income portfolios for high-net-worth individuals for over 13 years. Following Bank of America’s acquisition of U.S. Trust, Jim was a Managing Director and Fixed Income Specialist with Columbia Management where he was part of a team with investment management responsibility for $6 billion.

Before joining U.S. Trust, Jim was the head of the Fixed Income Management Department at Glickenhaus & Co., a Managing Director and municipal bond trader at Lebenthal & Co., and an Assistant Vice President and municipal bond trader at Oppenheimer & Co., where he focused primarily on securities from the states of New York, New Jersey, and Connecticut.

Jim received his B.A. degree in economics from Hobart College in 1984. Jim is a member of the Municipal Bond Club of New York and the Executive Director and Founder of the Harborfields Lacrosse Club, a not-for-profit youth sports organization.

Helena Jonassen

Managing Director, Wealth & Fiduciary Advisor

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Helena is a Managing Director, Wealth Advisor, serving high-net-worth individuals and families from the Evercore Wealth Management office in New York.

She joined Evercore Wealth Management in 2014 from U.S. Trust, where she managed investment accounts as a senior trust and fiduciary officer. Prior to joining U.S. Trust in 1997, she worked as a financial planner and portfolio manager for Train, Smith Counsel in New York. She has 30 years of experience in wealth management.

Helena is a graduate of the State University of New York at Albany and holds the Certified Financial Planner designation.

Julie Krieger

Partner, Wealth & Fiduciary Advisor

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Julie is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management, responsible for delivering comprehensive, multi-generational wealth management and planning advice to the firm’s clients in the Midwest. She has 27 years of experience in financial services that include working with high-net-worth individual and family clients throughout the region.

Prior to joining Evercore Wealth Management, Julie was a financial principal and the chief financial officer at Lowry Hill where she managed family relationships and provided financial strategy and oversight for the firm. Earlier in her career, she worked as a senior tax manager at KPMG where she specialized in tax services for corporations, partnerships and executives. Julie began her career at Arthur Andersen.

Julie received a bachelor’s degree with concentrations in accounting and finance from the Oklahoma State University and a master’s degree in taxation from the University of Minnesota Carlson School of Management. Julie has been active in many community organizations and is currently a member of the Minneapolis Foundation Advisor Committee and a partner with Social Venture Partners Minnesota. In September 2013, she was named one of the top women in finance by the Minnesota publication Finance & Commerce.

Jill Faherty Lloyd

Managing Director, Financial Advisor

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Jill is a Managing Director and Financial Advisor at Evercore Wealth Management, responsible for business development and client relationship management. She works closely with the firm’s planning and investment professionals to advise individuals and families on retirement planning, investments, and intergenerational wealth transfer, with a particular emphasis on increasing financial fluency for women through the firm’s Wise Women investor educational program.

She was earlier a managing director of institutional sales at Bear Stearns & Co., Inc. and, previously, a vice president of institutional equities sales at Credit Lyonnais Securities. She also worked as a financial analyst at a hedge fund. Prior to joining Evercore Wealth Management, Jill served as President of the Board for 10 years at ASAP!, a Connecticut-based arts foundation, leading strategic planning, finance, budgeting and major donor development efforts. She is now an Emeritus Board member.

Jill received her bachelor’s degree in psychology from Skidmore College. She is active in many community organizations, including the Connecticut Community Foundation Women and Philanthropy Committee, Western Connecticut Leadership Program, Washington Connecticut Economic Development Advisory Council, and 100 Women in Finance.

Pamela Lundell

Partner, Wealth & Fiduciary Advisor

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Pam is a Partner and Wealth Advisor at Evercore Wealth Management, responsible for delivering comprehensive, multi-generational wealth management and planning advice to clients in the Midwest. She has 22 years of experience providing tax and financial services to high-net-worth clients.

Prior to joining Evercore Wealth Management, Pam was a financial principal at Lowry Hill, managing individual and family relationships. She was previously a tax accountant in the fiduciary tax division of Norwest Bank and a tax officer for C&S/Sovran Trust Company.

Pam received a B.S. degree in accounting from the University of South Florida. She is a member of the Twin Cities Financial and Estate Planning Council and the Greater Twin Cities United Way Women’s Giving Council.

Tom Mahowald

Managing Director, Portfolio Manager

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Tom joined Evercore Wealth Management in May 2016, as a Managing Director and Portfolio Manager. He is a member of the firm’s Investment Policy Committee and the Manager Selection Committee.
 
He joined the firm from U.S. Trust, Bank of America Private Wealth Management, where he worked as a portfolio manager. Previously, he served as the Chief Investment Officer at Great Northern Capital, an asset manager for institutional and high net worth individual clients, and as the Director of Equity Research at FAF Advisors and American Express Financial Advisors. He has over 20 years of investment experience in research and portfolio management.
 
He received his Bachelor of Science degree in Management from Saint John’s University and a Master of Science degree in Finance Analysis from the University of Wisconsin-Milwaukee. He holds the Chartered Financial Analyst designation.
 
Tom is a board member and investment committee member of the True Friends Foundation, which serves children and adults with disabilities. He is also member of the alumni association board of directors at St. John’s University, a member of the finance council at St. John Neumann Catholic Church in Eagan, and a member of the CFA Society of Minnesota.

Darlene Marchesani

Managing Director, Wealth & Fiduciary Advisor, Chief Trust Officer and Trust Counsel

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Darlene Marchesani is a Managing Director and Wealth & Fiduciary Advisor at Evercore Trust Company, N.A. and is the Chief Trust Officer and Trust Counsel of Evercore Trust Company of Delaware. She is based in Wilmington, Delaware.

She joined Evercore in May 2015 from Wilmington Trust, where she worked as a senior fiduciary advisor. Prior to joining Wilmington Trust in 2011, she held senior fiduciary roles at Wells Fargo, in both California and Texas, and at PNC and started her career at Richards, Layton & Finger in Wilmington, Delaware. Darlene is an estate planning and tax attorney and has also worked for several law firms in that capacity.

Darlene earned her B.A. in Political Science from the University of Delaware, and her J.D. and LL.M. in Taxation from the Widener University School of Law.

Jeff Maurer

Partner, CEO

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Jeff is the CEO of Evercore Wealth Management. He established Evercore Wealth Management in 2008, with over 40 years of experience in developing and managing financial strategies for high-net-worth individuals, families and institutions.

Jeff was the Chairman and CEO of the U.S. Trust Corporation and helped shape the firm into one of the top wealth management firms in the U.S. Throughout his career, Jeff has worked closely with U.S. Trust clients, and he was the relationship manager for several of the firm’s key accounts.

After joining U.S. Trust in 1970, he was named President in 1990 and Chief Operating Officer in 1994. Jeff became Chief Executive Officer of U.S. Trust in 2001 and was appointed Chairman of the Board in March 2002. In 2003, he joined Lehman Brothers as Chairman and Chief Executive Officer of Lehman Brothers Trust Company and remained with the firm through 2007.

Jeff authored the book Rich in America: Secrets to Creating and Preserving Wealth. Prominent in industry activities, he is a former Chairman of the American Bankers Association’s Trust and Investment Management Division. He is also actively involved in a number of community organizations. He serves on the boards of several charitable organizations and acts as Chairman of the Board of the Hebrew Home at Riverdale in New York.

Jeff holds a B.A. from Alfred University, an M.B.A. from New York University, and a J.D. from St. John’s University School of Law.

Mark McClintock

Managing Director, Portfolio Manager

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Mark is a Managing Director and Portfolio Manager at Evercore Wealth Management in Florida. He has over 35 years of experience in managing investment portfolios for high-net-worth individuals, their families and foundations.

Prior to joining Evercore Wealth Management in 2015, Mark was a managing director for SunTrust Bank. During his 27 year career at SunTrust, Mark worked as an investment strategist, served on a range of investment committees, and held several management positions including regional managing director of the West Florida Region of the Personal Asset Management division.

Before joining SunTrust, Mark was an investment executive at Paine, Webber, Jackson and Curtis in Clearwater, Florida.

Mark attended Florida Southern College and received his B.S. degree from Florida State University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute, CFA Tampa Bay and the Suncoast Estate Planning Council. Additionally, Mark currently serves as the Chairman of the Investment Committee for the City of Dunedin’s Board of Finance.

William McCreery

Managing Director, Wealth & Fiduciary Advisor

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Bill joined Evercore Wealth Management in 2012, as a member of the Mt. Eden Investment Advisors team. He has over 30 years of investment and operations experience, including eight years in trust administration.

He joined Mt. Eden in 2005 and was responsible for managing the firm’s investment operations and compliance. He previously worked for 12 years at Harris Bretall Sullivan & Smith, where he was head of compliance and chief administrative officer.

Bill earned a BA in History from UC Davis. He serves as a Trustee for the California Historical Society Foundation.

Carly McKeeman

Vice President, Financial Advisor

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Carly McKeeman is a Vice President and Financial Advisor at Evercore Wealth Management and at Evercore Trust Company, N.A., working in a business development role with high-net-worth families and their outside advisors.
 
Carly joined Evercore in 2016 from Fiduciary Trust, where she worked in business development. She earlier served as the Associate Director of Planned and Major Gifts at Columbia Law School. She has eight years of experience in charitable trust planning and has been recognized as a 2015-17 Fellow of the American Bar Association Section of Real Property, Trust and Estates.
 
Carly earned her B.A. from the University of California, Santa Barbara and her J.D. from Pepperdine University School of Law. She is currently a member of the Society of Trust and Estate Practitioners, the New York State Bar Association Trusts and Estates Section, and the Young Patrons of Lincoln Center. She serves on the Executive Board of the Women’s Prison Association, a social services organization in New York City. Carly is a member of the New York Bar and the California Bar.

Keith McWilliams

Partner, Head of the West Coast Region

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Keith joined Evercore Wealth Management in 2012 as the head of the West Coast region. He was previously the founding partner of Mt. Eden Investment Advisors, directing all aspects of the firm’s strategy and serving as the chief investment officer and lead wealth strategy advisor. Keith has over 25 years of experience in wealth management.

Prior to founding Mt. Eden in 2004, he was a managing director at Weiss, Peck & Greer, responsible for the firm’s West Coast private client group. Previously, he worked at Scudder, Stevens & Clark.

Keith earned his BA in Economics from UC Berkeley and his MBA from the UCLA Anderson Graduate School of Management. He holds the Certified Financial Planner license, the Chartered Financial Analyst designation, and the Accredited Investment Fiduciary designation.

He serves on the boards of the Mills Peninsula Hospital Foundation as the Treasurer, the San Francisco Symphony Youth Orchestra Committee and is Vice President of the San Francisco Estate Planning Council. He is a member of the Mills Peninsula Hospital Foundation Philanthropic Council, an Advisory Board Member of the Bay Area Financial Education Foundation and co-chair of The San Francisco Foundation Professional Advisors Council. Keith is a past President of the CFA Society of San Francisco, past board member of CuriOdyssey at Coyote Point and the Cypress String Quartet.

Judith McDonald Moses

Partner, Portfolio Manager

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Judy Moses is a Partner and Portfolio Manager at Evercore Wealth Management responsible for managing investment portfolios for high-net-worth families and institutional clients. She is also a member of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and on-going monitoring of all third-party investment managers. As a member of the committee, she is responsible for research and due diligence of active listed equity managers.

Prior to joining Evercore Wealth Management, Judy was a vice president at U.S. Trust, and a senior portfolio manager at Charter Financial Group, Inc. in Washington, D.C.

Judy received a B.A. in Economics from the University of California – Berkeley, an M.B.A. from Georgetown University’s McDonough School of Business and holds the Chartered Financial Analyst designation. She is a member of the CFA Institute and the CFA Society of San Francisco, and also serves on the Board of Trustees of Santa Catalina School.

Kate Mulvany

Managing Director, Wealth & Fiduciary Advisor

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Kate Mulvany is a Managing Director responsible for Wealth Advisory and Fiduciary Administration. Kate joined the firm with over 17 years experience of working with high-net-worth individuals and their families. She focuses on identifying financial planning needs and working closely with outside advisors to implement sophisticated planning solutions.

Kate joined Evercore Wealth Management from U.S. Trust, where she was responsible for many complex personal and fiduciary relationships. In addition, Kate was a Trust Team Leader for the Southwest Connecticut and Long Island Trust group.

Kate received her B.S. in Finance from LeMoyne College. She holds a Certified Trust and Financial Advisor designation and is a graduate of the New York Bankers Association Estate Administration School. Kate also serves on the Executive Board of Senior Services of Stamford, a not-for-profit organization in Stamford, CT.

Arthur Noderer

Partner, Portfolio Manager

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Arthur is a Partner and Portfolio Manager at Evercore Wealth Management in Florida. He is a member of the firm’s investment decision-making body, the Asset Allocation Committee, and the Investment Policy Committee. He has 34 years of experience in managing investment strategies for high-net-worth individuals, families and related institutions.

He joined Evercore Wealth Management in 2014 from SunTrust Bank, where he worked for 18 years as an investment strategist. Prior to joining SunTrust, he worked for seven years as a registered representative with Paine Webber in the Florida region.

Arthur earned his B.S. degree from the University of South Florida, with a concentration in finance. He is a Chartered Financial Analyst.

Sandy Panetta

Partner, Portfolio Manager

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Sandy is a Fixed Income Portfolio Manager focusing on high-net-worth individuals. She joined Evercore Wealth Management in 2008 and has over 26 years of 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.

Brian Pollak

Partner, Portfolio Manager

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Brian Pollak is a Partner and Portfolio Manager responsible for managing taxable bond investments at the firm and also serves as Chair of the External Manager Selection Committee which is responsible for the selection, due diligence and on-going monitoring of all third party investment managers. As a member of the committee, he is primarily responsible for research and due diligence on liquid fixed income and liquid alternative investments.

Prior to joining Evercore, Brian was a portfolio manager for AIG Investments where he co-managed corporate bond portfolios totaling over $60 billion, primarily for AIG’s general account portfolios. Prior to his role as a portfolio manager, Brian served as a corporate bond analyst focused on basic industries, including paper/forest products, chemicals, and packaging companies. Prior to attending business school, Brian worked for the Milken Family Foundation.

Brian received his B.A. in History from the University of Pennsylvania in 1997 and his M.B.A. in Finance from Columbia University in 2003. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute.

Martha Pomerantz

Partner, Manager of the Minneapolis Office

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Martha is the manager of Evercore Wealth Management’s Minneapolis office. She is a Partner and Portfolio Manager, and meets directly with clients to invest their portfolios. She is a member of the firm’s Strategic Planning Committee and a member of the firm’s investment decision-making body, the Asset Allocation Committee.

Martha joined Evercore Wealth Management in September 2011, with several partners to establish the firm’s Midwest office. She previously served as an investment principal and the co-chair of the Investment Committee at Lowry Hill, a wealth management firm in Minneapolis. In addition to managing portfolios for client families, she was responsible for writing the firm’s quarterly investment newsletter, The View From Lowry Hill, for sixteen years. She earlier worked as a securities analyst for Schroder Wertheim in New York.

Martha received a B.A. from Northwestern University and a M.B.A. from the J.L. Kellogg School of Management.

Martha has been a frequent participant in the Minneapolis Star Tribune Investor Roundtable and has been widely quoted on investment strategy in local and national financial media. She was the 2006 recipient of Finance and Commerce magazine’s “Top Women in Finance” award. Martha was the chair of the investment committee, a member of the executive committee and a board member for many years at the Children’s Theatre Company in Minneapolis. She recently joined the investment committee for a $100 MM endowment for Miss Porter’s School, an all girls’ boarding school in Farmington, CT. She is a board member and the Treasurer of the Minnesota Women’s Economic Roundtable, a small invitation-only forum for women leaders to share insights on broad economic issues. Martha is also a member of the Women Presidents’ Organization.

Stacie Price

Partner, Wealth & Fiduciary Advisor

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Stacie is a Partner and Wealth and Fiduciary Advisor at Evercore Wealth Management, part of the team responsible for delivering customized planning and administrative services to clients. She is a CFP® and a Certified Trust Financial Advisor with 20 years of experience in financial services.

She joined Evercore Wealth Management from Lowry Hill, where she worked directly with individual and family clients and was additionally responsible for operations strategies and oversight. Previously, she was a financial analyst with Norwest Bank Minnesota. She has experience in business valuations for succession planning, prospective sales and estate tax returns.

Stacie received her Bachelor of Arts in Organizational Leadership at Bethel University. She completed the financial planning certificate program at Minnesota State University. Stacie is an active volunteer for Jeremiah Program, a non-profit organization for furthering education and employment. She is also a member of the Bethel University Business and Leadership Advisory Board.

John Rendinaro

Partner, Chief Operations Officer

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John is the Chairman of the Trade Oversight Committee and leads a team of middle office professionals, who provide trading and operational support to clients and staff. He brings over 25 years of experience in domestic and international equity trading, options trading, trade oversight, managed accounts, trade support, and securities operations.

Prior to joining Evercore Wealth Management in 2008, John was a Managing Director of U.S. Trust in charge of the Equity Trading Division, responsible for global equity trading and the managed account trading team. He was the Chairman of the Trade Policy Committee and served on the National Investment Policy Committee.

John received his B.A. in Economics from Fordham University in 1983. Active in various industry organizations, John is a member of the National Organization of Investment Professionals (NOIP) and a member of the Securities Traders Association of New York (STANY).

Shannon Roark

Vice President, Wealth & Fiduciary Advisor

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Shannon is a Wealth & Fiduciary Advisor, serving high net worth individuals and families from the Evercore Wealth Management office in Tampa, Florida.
 
Prior to joining Evercore Wealth Management in 2014, Shannon worked with several social and environmental startups in New Jersey and North Carolina. Earlier, she worked for the City of Charlotte, North Carolina, on its greenhouse gas reduction target and sustainability plan, and in the Acquisitions & Divestitures Group for McNeil Consumer Healthcare at Johnson & Johnson. Prior to attending business school, she worked for U.S. Trust in Palm Beach and for Fidelity Investments in Boston, Massachusetts.
 
Shannon earned her B.S. degree from Boston University and her M.B.A. and a Masters in Environmental Management from Duke University.

Charles Ryan

Partner, Portfolio Manager

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212.822.7624 vCard

Charlie is an Equity Portfolio Manager responsible for overall asset allocation for clients and is a member of the Equity Selection Committee. He is also a co-manager of the Evercore Equity Fund, an equity mutual fund advised by the firm.

Prior to joining Evercore Wealth Management in 2008, Charlie was a Managing Director and a Market Investment Executive for U.S. Trust, a portfolio manager in the Growth Equity Strategy Group at U.S. Trust and a member of the division’s Investment Policy Committee. Prior to that, Charlie was with BNY Asset Management, the institutional investment arm of The Bank of New York, where he was Head of the Equity Division. Charlie was the co-manager of the bank’s largest mutual fund, The Hamilton Equity Income Fund.

Charlie earned his B.A. from Villanova University in 1989. He is a member of the New York Society of Security Analysts, a member of the Board of Trustees for The Rumson Country Day School, in Rumson N.J. and a member of the Board of Visitors for Worcester Academy in Worcester MA.

John Sawin

Vice President, Financial Advisor

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John Sawin is a Vice President and Financial Advisor at the San Francisco office of the firm, focused on delivering wealth management services to clients, notably those working in the technology sector.

Prior to joining Evercore Wealth Management in 2015, John worked for five years as an investment banker in the global technology group at Barclays, serving on teams that underwrote IPOs for Facebook, Intermolecular, RPX, NXP Semiconductors, and Sensata Technologies and advised Motorola on the spin-off and subsequent sale of its mobility unit to Google. He earlier worked at Lehman Brothers in New York as an investment banking analyst in the global industrials group.

He is a graduate of Princeton University, where he received a BA in Economics in 2007. He serves as a director on the boards of The First Tee of San Francisco and the Golden Gate Park Golf Development Foundation. John won the 2014 Pennsylvania Amateur golf championship.

Mike Seppelt

Partner, Portfolio Manager

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Mike is a Partner and Portfolio Manager at Evercore Wealth Management, as well as a member of the firm’s Equity Selection Committee. He also assists with the portfolio management of the Evercore Equity Fund, an equity mutual fund advised by the firm. Mike has over 15 years of equity analysis and portfolio management experience.

Mike joined Evercore Wealth Management in September 2011, after 11 years as an investment principal and a portfolio manager at Lowry Hill. He previously worked at Wells Fargo Private Asset Management.

He received a B.A. degree in economics and computer science at St. John’s University in Collegeville, Minnesota. Mike, Chartered Financial Analyst (CFA), is a former Secretary of the Board of the CFA Society of Minnesota, and a member of the Association for Corporate Growth.

Iain Silverthorne

Partner, Wealth & Fiduciary Advisor

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415.229.8084 vCard

Iain is a Partner and Wealth and Fiduciary Advisor at Evercore Wealth Management. He is also a member of the firm’s Wealth Planning team and the firm’s Investment Policy Committee. Additionally, he is a member of the External Manager Selection Committee which is responsible for the selection, due diligence and on-going monitoring of all third-party investment managers. As a member of this committee, he is primarily responsible for conducting research and due diligence on passive and “smart-beta” investment vehicles, as well as on socially responsible and impact investing.

Prior to joining Evercore Wealth Management in 2009, Iain was a senior vice president at U.S. Trust and was responsible for client relationship management. In that capacity, Iain advised clients on financial planning issues including tax efficient asset allocation and investment strategies, estate and wealth transfer planning, liability analysis and cash flow planning.

Iain received a B.A. from San Francisco State University and an M.B.A. from the Graziadio School of Business at Pepperdine University. Iain currently serves on the finance committee for the Napa Valley Community Foundation.

Jay Springer

Partner, Portfolio Manager

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212.822.7621 vCard

Jay is an Equity Portfolio Manager, on the Board of Control of the Partnership and an employee of Evercore Trust Company. Jay joined Evercore Wealth Management in 2008 with over 25 years of experience managing balanced portfolios for high-net-worth clients and equity common trust funds.

Prior to joining Evercore Wealth Management, Jay was a Managing Director of U.S. Trust, which he joined in 1983. He was responsible for managing individual client portfolios, mutual funds and common trust funds. Jay also held several management roles including supervising all client facing portfolio managers and managing the New York Wealth Management and Wealth Advisory Groups.

Jay earned his BBA, magna cum laude, from Boston University in 1981 and MBA from New York University Graduate School of business in 1983. Jay is a member of the New York State Bankers Association Trust Investment Committee, is a director of the Holmstead School in Ridgewood, NJ and is on the New York Advisory Board of the Caron Treatment Centers.

Fred Taylor

Senior Advisor

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Fred is a Senior Advisor to Evercore Wealth Management and is a member of the Investment Policy and Equity Selection Committees.

Prior to joining the firm in 2008, Fred retired from U.S. Trust in 2004 as the vice chairman and chief investment officer, after a 40-year career.

Fred graduated with distinction from Wesleyan University and received an M.B.A. from the University of Pennsylvania, Wharton School of Business. He served with the United States Army Security Agency. Fred is a member of the New York Society of Securities Analysts, the Association for Investment Management and Research, the board of the Vero Beach Museum, the National Council of the Norman Rockwell Museum, and served as a member of the Board of Trustees of Wesleyan University and was elected as an Emeritus Trustee.

Tom Trenchard

Vice President, Financial Advisor

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Tom Trenchard is a Vice President and Financial Advisor at Evercore Wealth Management, serving high-net-worth individuals, families and related institutions. He joined the New York office in October, 2013.

He previously worked at U.S. Trust in Hartford, Connecticut, where he was responsible for new business development and led a team of wealth advisory specialists. Prior to joining U.S. Trust in 2005, he was an institutional sales specialist for Wachovia, working with corporate clients and with corporate and investment bankers throughout the United States.

Tom received a Bachelor of Science degree in education from Jacksonville University.

Edith Tse

Vice President, Wealth & Fiduciary Advisor

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415-288-3026 vCard

Edith focuses on client service and portfolio administration. She joined Evercore Wealth Management in 2012 from Mt. Eden Investment Advisors, with 13 years of experience in investment management.

Prior to joining Mt. Eden in 2008, she worked at Charles Schwab & Co., specializing in client service and portfolio consultation.

She earned a BA in Psychology from the University of California, Berkeley. She also holds the Certified Financial Planner license and is a member of the Financial Planning Association.

Jennifer Tse

Vice President, Wealth & Fiduciary Advisor

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Jennifer is a Wealth Advisor, focused on financial planning, estate and wealth transfer planning and goals-based asset allocation for individuals and families.

Prior to joining Evercore Wealth Management in 2009, Jennifer was an analyst in private wealth management at J.P. Morgan. Previously, Jennifer worked as a client portfolio management analyst within the investment management division at J.P. Morgan.

Jennifer received a Bachelor of Arts degree in Economics and Psychology from the University of Michigan. She also holds her Certified Financial Planner license and is a member of the Financial Planning Association.

Bill Vaughn

Partner, Portfolio Manager

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415.229.8082 vCard

Bill is an Equity Portfolio Manager and a member of the Evercore Wealth Management Equity Selection Committee. He has over 20 years of experience in managing multi-asset class portfolios for high-net-worth individuals, endowments and foundations.

Bill joined Evercore Wealth Management in 2009 from U.S. Trust. He was previously a portfolio manager and securities analyst at Harris Bretall in San Francisco, where he served on the firm’s strategy committee and managed the growth equity fund.

Bill earned his B.A. from U.C. Berkeley and his J.D. from U.C. Berkeley’s Boalt Hall School of Law. He is a member of the California Bar Association and holds a Chartered Financial Analyst designation.

Kirsten Weisser

Managing Director, Wealth & Fiduciary Advisor

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415.229.8073 vCard

Kirsten is a Managing Director and Wealth Advisor at Evercore Wealth Management, responsible for delivering wealth planning, fiduciary and family wealth services to clients at the firm.

Prior to joining Evercore Wealth Management in May 2015, Kirsten worked for eight years as a wealth management executive at Mechanics Bank. She was previously the senior fiduciary officer for the San Francisco Office of U.S. Trust Company.

Kirsten received her B.A. from the University of California at Berkeley and also holds a Certified Trust and Financial Advisor designation.

She is a member of the San Francisco and East Bay Estate Planning Councils and is a non-attorney member of the San Francisco Bar Association. Kirsten has served as chair of the Council of Friends for the Bancroft Library, and on the professional advisory committees for the East Bay Community Foundation and the San Francisco Ballet. Kirsten was named to the San Francisco Business Times list of “The Most Influential Women in Bay Area Business” in 2007, 2008, 2010, and 2013.

Christopher Zander

Partner, Chief Wealth & Fiduciary Advisor

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212.822.7622 vCard

Chris is a Partner and the Chief Wealth and Fiduciary Advisor at Evercore Wealth Management, responsible for setting the firm’s national strategy in providing comprehensive, goals-based wealth planning advice to clients across all aspects of their financial lives. Chris oversees the Wealth and Fiduciary Advisor teams in New York and works directly with the firm’s clients nationwide. He is a member of the Asset Allocation Committee and serves as Chief Wealth and Fiduciary Advisor of Evercore Trust Company, N.A. Additionally, Chris serves as President and Chief Executive Officer of Evercore Trust Company of Delaware.
 
Prior to joining Evercore Wealth Management in 2008, Chris was a managing director and the head of U.S. Trust’s Multi-Family Office, serving ultra-high net worth families nationally. He has over 20 years of experience advising clients on strategic wealth planning, asset allocation, fiduciary and family wealth matters. He represents Evercore at industry and client events and is frequently quoted in national publications.
 
Chris received a Bachelor of Arts in Political Science from Columbia University and an M.B.A. in Finance from Fordham University. He serves on the executive committee for the American Bankers Association’s Trust Management Association and is also a member of the Northwell Health ’s Estate Planning Committee.

John Apruzzese

Partner, Chief Investment Officer

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212.822.7623

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John is the Chief Investment Officer of Evercore Wealth Management, responsible for the firm’s market outlook and asset allocation policy. He has over 25 years of experience in managing balanced investment portfolios for high-net-worth clients.

Prior to joining Evercore Wealth Management in 2008, John was a Managing Director of U.S. Trust, which he joined in 1984. He was directly responsible for managing $2 billion of client assets, representing many of U.S. Trust’s most significant clients. Additionally, John served as Chief Investment Officer of U.S. Trust of New York from 2003 to 2005, and the Head of Equity Investments and Chair of the Equity Investment Committee from 2005 to 2008. For fifteen years, he was an active participant in the formulation of overall investment strategy and a member of the U.S. Trust Investment Strategy Committee.

Prior to attending business school, John was on the staff of the U.S. Senate Labor and Human Resources Committee and worked on federal budget matters.

John received his B.A. from Bucknell University in 1980, an M.B.A. from New York University in 1984, and holds the Chartered Financial Analyst designation. He is a former member of the Board of the New York Society of Security Analysts.

Timothy Barrett

Partner, Portfolio Manager

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415.288.3022

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Tim is a Partner and Portfolio Manager at the San Francisco office of Evercore Wealth Management. He joined the firm in 2012, following the acquisition of Mt. Eden Investment Advisors, where he was a founding partner. He has 16 years of investment experience.

Prior to joining Mt. Eden in 2004, Tim was a portfolio manager at Weiss, Peck & Greer and, previously, a director of research at Sand Hill Advisors.

Tim received two B.A. degrees from UC Berkeley, in Political Economy and German, and a Masters in International Affairs and Finance from UC San Diego. He holds the Chartered Financial Analyst designation.

Jonathan Bergner

Managing Director, Portfolio Manager

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212.822.7588

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Jonathan joined Evercore Wealth Management in April 2012, as a Managing Director and Portfolio Manager, responsible for managing individual, family, and related institutional assets.

He joined the firm from U.S. Trust, where he had led a team of portfolio managers and was responsible for managing the assets of high net worth individuals and family foundations. Prior to joining U.S. Trust in 2000, Mr. Bergner directed investments at Ader Associates, a New York-based financial planning firm.

Jonathan is a graduate of Hobart College and holds the Chartered Financial Analyst and Certified Financial Planner designations. He is a member of the editorial review board of the Journal of Financial Planning and the New York Society of Security Analysts.

Jewelle Bickford

Partner, Wealth Advisor

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212-849-1640

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Jewelle Bickford joined Evercore Wealth Management in August 2013 as a Partner and Wealth Advisor. She works closely with the firm’s planning and investment professionals, focusing on family governance, impact investing, and the Wise Women series.

She joined Evercore Wealth Management from GenSpring Family Offices, where she served as a senior strategist, responsible for cultivating relationships with high net worth families. She also led the company’s focus on women and wealth.

Prior to joining GenSpring in 2009, Ms. Bickford was a global partner at Rothschild Group, concentrating on cross-border new business origination, and head of the debt capital markets for Rothschild Inc. She was a member of N.M. Rothchild’s Global Banking and Treasury Committee. She merged her investment banking firm, Bickford & Partners Inc., into Rothschild Inc. in 1994.

Ms. Bickford is a member of the Council on Foreign Relations and the founder of the Council’s task force on the role of women in economic and political development in the Middle East and Southeast Asia.

She currently serves on the board of directors of Women for Women International and the Women’s Media Center, and on the Business Committee of the Metropolitan Museum of Art. She is a board member and the past president of the Trisha Brown Dance Company and is a Trustee Emeritus of the Randolph-Macon Women’s College. From 2003 to 2010 she served on the board of directors of the SEC-registered Torrey Funds. Continuously from 2003 through 2007, she attended Fortune’s Most Powerful Women Conference.

Additionally, Ms. Bickford is a member of the Committee of 200, the Women’s Forum and the Advisory Council of Afghan Women Leaders.

She earned her B.A. from Sarah Lawrence College in 1977, and she is a graduate of Duke’s Fuqua Business School Leadership Program.

Sheena Brunner

Vice President, Wealth Advisor

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415.229.8089

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Sheena Brunner oversees Client Services for Evercore Wealth Management’s San Francisco office and has over 13 years of experience working with high-net-worth individuals.

Prior to joining Evercore, Sheena was Associate Vice President at U.S. Trust, where she was a Client Service Team Leader managing the San Francisco Client Sales and Services group. Previously, Sheena was part of the Venture Services Group at Montgomery Securities, working with both institutional and private clients on large volume restricted stock sales and limited partnership distributions.

Sheena received her B.A. in Literature from Boston University.

Julio Castro

Partner, Wealth Advisor

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813.362.6391

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Julio is a Partner and Wealth Advisor at the Florida office of Evercore Wealth Management, providing clients throughout the region with comprehensive, goals-based wealth planning. He is a member of the Strategic Planning Committee and the Asset Allocation Committee.

He joined the firm in 2014 from GenSpring Family Office in Florida, where he led new business development and client integration, and was a member of the national leadership committee. Additionally, he has practiced as an attorney, specializing in estate and tax planning, and trust litigation, and as an accountant, focused on individual and trust estate planning. He has 25 years of experience in wealth management.

Julio earned his B.A. degree in accounting from the University of South Florida and his Juris Doctorate from University of Florida’s Levin College of Law.

Paulo Coelho

Vice President, Wealth Advisor

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212.849.3697

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Paulo Coelho is a Vice President and Wealth Advisor, serving high-net-worth individuals and families. He joined the New York office of Evercore Wealth Management in March, 2012.

He joined the firm from Convergent Wealth Advisors, where he served as a lead advisor to high net worth families, responsible for designing and implementing wealth management strategies. Mr. Coelho was previously a senior investment analyst at Ipreo and, earlier, a senior analyst at Thomson Reuters.

Paulo received a Bachelor of Arts degree in Economics & Business and International Affairs from Lafayette College. In addition to English, he speaks Portuguese and Spanish.

Michael Cozene

Partner, Wealth Advisor

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813.362.7581

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Michael is a Partner and Wealth Advisor at the Florida office of Evercore Wealth Management, serving clients throughout the Southeast with comprehensive, goals-based wealth planning. He is a member of the firm’s investment decision-making body, the Asset Allocation Committee.

He joined Evercore Wealth Management in 2014 from GenSpring Family Offices in Florida, where he led business development and spearheaded wealth planning and family office services for the firm’s ultra-high net worth clients. Prior to joining GenSpring in 2001, he served as an advisor to ultra high-net-worth families at Sun Trust. He has 25 years of experience in wealth management.

Michael earned his B.S. degree from Florida State University, with a concentration in finance and accountancy.

Howard Cure

Managing Director, Municipal Bond Research

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212.822.7626

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Howard Cure is the Director of municipal bond credit research for Evercore Wealth Management. He joined the firm in 2009 and has over 25 years of experience in analyzing tax-exempt municipal securities. Prior to joining Evercore, Mr. Cure was a Director for 11 years in the Public Finance Department of Financial Guaranty Insurance Company (FGIC). Previously, Mr. Cure was a Vice President with the investment banking firm of Prager, Sealy & Co. from 1994 to 1997, and also served as a Vice President at Moody’s Investors Service from 1986-1994.

Mr. Cure began his career as an economist with the New York State Senate Finance Committee in Albany, NY from 1985 to 1986. He has also written topical credit pieces and has been quoted in such publications as The Wall Street Journal, Bloomberg News/Business Week, Barron’s, Reuters, The Financial Times and The Bond Buyer and appeared on CNBC, National Public Radio and Bloomberg News.

Mr. Cure received a bachelors’ degree in Economics from the State University of New York at Albany in 1982 and he earned a joint masters’ degree in Public Affairs from the Lyndon B. Johnson School of Public Affairs and Business from the McCombs School of Business in 1985.

Bruce Elwell

Partner, Portfolio Manager

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415.229.8085

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Bruce is an Equity Portfolio Manager and is also an employee of Evercore Trust Company. Bruce joined Evercore Wealth Management in 2009 with 35 years of experience working with high-net-worth individuals, families, endowments and foundations. He is responsible for overall asset allocation for clients and is a member of the Equity Selection Committee.

Previously, Bruce was a Managing Director of U.S. Trust which he joined in 1997. There he managed multi-asset class portfolios for individual clients, served on numerous national investment policy committees and supervised client-facing portfolio managers on the West Coast. He also served as a regional chief investment officer for Chicago’s Harris Private Bank for 12 years.

Bruce received his B.A., Magna Cum Laude, from Princeton University. He is a member of the San Francisco Financial Analysts’ Society.

Tim Evnin

Partner, Portfolio Manager

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212.822.7618

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Tim is an Equity Portfolio Manager and the Chair of the Equity Selection Committee at Evercore Wealth Management. He is also the co-manager of The Wall Street Fund, an equity mutual fund advised by the firm. Tim has over 24 years of experience managing balanced portfolios for high-net-worth clients, equity accounts for institutional clients, and equity mutual funds.

Tim was previously a Managing Director at U.S. Trust, and, following Bank of America’s acquisition of U.S. Trust, a Senior Equity Portfolio Manager with Columbia Management, where his group managed over $14 billion in assets.

Tim received his B.A. from Princeton University in 1987 and an M.B.A. from Columbia University in 1999. He is the President of the Mianus River Gorge Preserve and is on the board of the Blythedale Children’s Hospital in Valhalla, New York.

Cynthia Flannigan

Vice President, Wealth Advisor

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415.288.3013

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Cynthia is a Wealth Advisor, focused on financial planning and client service. She has 16 years of experience working with high-net-worth individuals, trusts and non-profit organizations. She joined Evercore Wealth Management in 2012 as a member of the Mt. Eden Investment Advisors team.

Prior to joining Evercore, she worked as a senior client associate at Mt. Eden Investment Advisors, focused on intergenerational issues, philanthropic goals and multiple entities. Ms. Flannigan was previously at Harris Bretall Sullivan & Smith as a portfolio associate, and began her career in client services at Spare Kaplan Bischel & Associates.

She received a B.S. in Business Analysis from San Francisco State University, graduating cum laude, and a Masters in Financial Planning and Taxation from Golden Gate University. She holds the Certified Financial Planner license and is a member of the Financial Planning Association.

Karen Francois

Partner, Wealth Advisor

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212.822.7647

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Karen is the Partner responsible for Wealth Advisory and Fiduciary Administration. With over 33 years of experience, Karen leads a team of Wealth Advisors who deliver customized planning and administrative services to clients of Evercore.

Karen was previously responsible for the metro-New York trust group of U.S. Trust and provided the division with technical expertise and advice on all fiduciary, risk management, and business issues.

Karen was a board member of the New York City Estate Planning Council and a member of the Financial Planning Association of New York City. She is the past Treasurer of Opus 118, Harlem School of Music.

Karen received her B.S. in Criminal Justice from American University. She holds both a Certified Financial Planner license and a Certified Trust and Financial Advisor designation.

Nancy Shavel Gabel

Managing Director, Financial Advisor

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212.822.7616

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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 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. She 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.

Gary Gildersleeve

Partner, Portfolio Manager

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212.822.7644

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Gary is a Fixed Income Portfolio Manager with over 30 years of experience in managing fixed-income investment strategies.

Prior to joining Evercore Wealth Management, Gary was a Managing Director and Senior Portfolio Manager at U.S. Trust. As Manager of the Personal Fixed Income Division he oversaw fixed-income investment and administration for $6 billion in client assets. Following Bank of America’s acquisition of U.S. Trust in 2007, Gary was a Managing Director and Fixed Income Specialist with Columbia Management. Gary joined U.S. Trust from The Portfolio Group, a Chemical Bank affiliate, where he co-founded the tax exempt bond management service.

Gary received his B.A. in economics from Lafayette College and his M.B.A. in finance from New York University. He is a member of the Municipal Bond Buyers Conference.

Ashley Greeff

Vice President and Wealth Advisor

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212.822.7691

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Ashley is a Vice President and Wealth Advisor, serving high net worth individuals and families from the Evercore Wealth Management office in New York.

She joined Evercore Wealth Management at its inception in January 2009, first working as a fixed income portfolio analyst, providing trading and operational support to the firm’s tax-exempt and taxable fixed income portfolio managers. She was promoted to her current role in June, 2012. Prior to joining Evercore Wealth Management, she worked in equity research at FBR Capital Markets.

Ashley received her B.A. from the University of Virginia.

James Holihan

Partner, Portfolio Manager

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212.822.7646

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Jim is a Fixed Income Portfolio Manager with over 25 years of experience in managing fixed-income investment strategies.

Prior to joining Evercore Wealth Management, Jim was a Managing Director and Portfolio Manager at U.S. Trust, where he managed fixed-income portfolios for high-net-worth individuals for over 13 years. Following Bank of America’s acquisition of U.S. Trust, Jim was a Managing Director and Fixed Income Specialist with Columbia Management where he was part of a team with investment management responsibility for $6 billion.

Before joining U.S. Trust, Jim was the head of the Fixed Income Management Department at Glickenhaus & Co., a Managing Director and municipal bond trader at Lebenthal & Co., and an Assistant Vice President and municipal bond trader at Oppenheimer & Co., where he focused primarily on securities from the states of New York, New Jersey, and Connecticut.

Jim received his B.A. degree in economics from Hobart College in 1984. Jim is a member of the Municipal Bond Club of New York and the Executive Director and Founder of the Harborfields Lacrosse Club, a not-for-profit youth sports organization.

Randy Allison Hustvedt

Managing Director, Financial Advisor

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212.849.3308

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Randy joined Evercore Wealth Management in 2011, bringing over 20 years of financial services experience. She focuses on client relationship management and business development.

She joined from Federal Street Advisors, where she oversaw the firm’s family office practice. Previously, Randy spent seven years at LongVue Advisors, a multi-family office that she co-founded, and six years with Fleet Bank. She founded and was managing director of strategic solutions in Fleet Bank’s Private Client Group, where she designed integrated, strategic solutions for high-net-worth clients. She also has extensive investment banking and legal experience, having worked at JP Morgan as an investment banker for 8 years, and as a tax attorney at Paul, Weiss, Rifkind, Wharton & Garrison.

Randy has been a featured speaker on a range of topics, including behavioral finance and philanthropy, the integration of business and personal issues, estate planning strategies, and diversification of concentrated stock positions. She is a member of the Board of Governors for Opportunity International and the Jewish National Fund’s Sapphire society, as well as an Advisory Board Member of the Naomi-Berrie Diabetes Center and a Senior Advisor to the Wealth and Giving Forum.

Randy holds a BA from Middlebury College and a JD from the University of Chicago.

Helena Jonassen

Managing Director and Wealth Advisor

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212.849.3592

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Helena is a Managing Director and Wealth Advisor, serving high-net-worth individuals and families from the Evercore Wealth Management office in New York.

She joined Evercore Wealth Management in 2014 from U.S. Trust, where she managed investment accounts as a senior trust and fiduciary officer. Prior to joining U.S. Trust in 1997, she worked as a financial planner and portfolio manager for Train, Smith Counsel in New York. She has 30 years of experience in wealth management.

Helena is a graduate of the State University of New York at Albany and holds the Certified Financial Planner designation.

Allan Kaplan

Managing Director, Financial Advisor

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415.229.8071

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Allan joined the San Francisco office of Evercore Wealth Management in 2012 from Merrill Lynch, where he served as an advisor to high-net-worth families and family offices, responsible for designing and implementing wealth management strategies and constructing investment portfolios.

He was previously with Mainstream Investments, managing equity and debt portfolios for private investors. Prior to Mainstream, Mr. Kaplan was with Goldman Sachs, as an advisor to high-net-worth individuals and family offices.

He is a graduate of the University of California, Santa Cruz, and the University of California, Berkeley School of Law (Boalt Hall).

Julie Krieger

Partner, Co-Manager of the Minneapolis Office

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612.656.2822

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Julie is a partner and wealth advisor at Evercore Wealth Management, responsible for delivering comprehensive, multi-generational wealth management and planning advice to the firm’s clients in the Midwest. Julie is also the co-manager of the Midwest office. She has 27 years of experience in financial services that include working with high-net-worth individual and family clients throughout the region.

Prior to joining Evercore Wealth Management, Julie was a financial principal and the chief financial officer at Lowry Hill where she managed family relationships and provided financial strategy and oversight for the firm. Earlier in her career, she worked as a senior tax manager at KPMG where she specialized in tax services for corporations, partnerships and executives. Julie began her career at Arthur Andersen.

Julie received a bachelor’s degree with concentrations in accounting and finance from the Oklahoma State University and a master’s degree in taxation from the University of Minnesota Carlson School of Management. Julie has been active in many community organizations and is currently a member of the Minneapolis Foundation Advisor Committee and a partner with Social Venture Partners Minnesota. In September 2013, she was named one of the top women in finance by the Minnesota publication Finance & Commerce.

Pamela Lundell

Partner, Wealth Advisor

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612.656.2824

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Pam is a partner and wealth advisor at Evercore Wealth Management, responsible for delivering comprehensive, multi-generational wealth management and planning advice to clients in the Midwest. She has 22 years of experience providing tax and financial services.

Prior to joining Evercore Wealth Management, Pam was a financial principal at Lowry Hill, managing individual and family relationships. She was previously a tax accountant at the fiduciary trust division of Norwest Bank and a tax officer for C&S/Sovran Trust Company.

Pam received a B.S. degree in accounting from the University of South Florida. She is a member of the Twin Cities Financial and Estate Planning Council, and is active in the Woman’s Club of Minneapolis.

Kenneth Marte

Vice President, Wealth Advisor

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212.822.7517

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Ken Marte is a Vice President and Wealth Advisor responsible for providing administrative, planning and support services to clients of Evercore Wealth Management.

Ken comes to Evercore with over 30 years experience in trust and estate management and fiduciary services. He previously held the position of Senior Trust Officer at Sterling National Bank in New York City and was responsible for the overall management of the Trust Department. Prior to that, Ken held a similar position at Orange County Trust Company in Middletown, New York. He served as a member of both institutions’ Trust Management and Investment Committees.

Ken received his B.A. from Fordham College and his J.D. from Fordham University School of Law.

Jeff Maurer

Partner, CEO

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212.857.3105

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Jeff is the CEO of Evercore Wealth Management. He established Evercore Wealth Management in 2008, with over 40 years of experience in developing and managing financial strategies for high-net-worth individuals, families and institutions.

Jeff had been the Chairman and CEO of the U.S. Trust Corporation and helped shape the firm into one of the top wealth management firms in the U.S. Throughout his career, Jeff has worked closely with U.S. Trust clients and he was the relationship manager for several of the firm’s key accounts.

After joining U.S. Trust in 1970, he was named President in 1990 and Chief Operating Officer in 1994. Jeff became Chief Executive Officer of U.S. Trust in 2001 and was appointed Chairman of the Board in March 2002. In 2003, he joined Lehman Brothers as Chairman and Chief Executive Officer of Lehman Brothers Trust Company and remained with the firm through 2007.

Jeff authored the book Rich in America: Secrets to Creating and Preserving Wealth. Prominent in industry activities, he is a former Chairman of the American Bankers Association’s Trust and Investment Management Division. He is also actively involved in a number of community organizations. He serves on the boards of several charitable organizations and acts as Chairman of the Board of the Hebrew Home at Riverdale in New York.

Jeff holds a B.A. from Alfred University, an M.B.A. from New York University and a J.D. from St. John’s University School of Law.

William McCreery

Managing Director, Wealth Advisor

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415.288.3004

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Bill joined Evercore Wealth Management in 2012, as a member of the Mt. Eden Investment Advisors team. He has over 30 years of investment and operations experience, including eight years in trust administration.

He joined Mt. Eden in 2005 and was responsible for managing the firm’s investment operations and compliance. He previously worked for 12 years at Harris Bretall Sullivan & Smith, where he was head of compliance and chief administrative officer.

Bill earned a BA in History from UC Davis. He serves as a Trustee for the California Historical Society Foundation.

Keith McWilliams

Partner, Head of the West Coast Region

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415.288.3010

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Keith joined Evercore Wealth Management in 2012 as the head of the West Coast region. He was previously the founding partner of Mt. Eden Investment Advisors, directing all aspects of the firm’s strategy and serving as the chief investment officer and lead wealth strategy advisor. Keith has over 25 years of experience in wealth management.

Prior to founding Mt. Eden in 2004, he was a managing director at Weiss, Peck & Greer, responsible for the firm’s West Coast private client group. Previously, he worked at Scudder, Stevens & Clark.

Keith earned his BA in Economics from UC Berkeley and his MBA from the UCLA Anderson Graduate School of Management. He holds the Certified Financial Planner license and the Chartered Financial Analyst designation.

He serves on the boards of the Mills Peninsula Hospital Foundation, San Francisco Estate Planning Council and the San Francisco Symphony Youth Orchestra Committee. He is a member of the Mills Peninsula Hospital Foundation Philanthropic Council, an Advisory Board Member of the Bay Area Financial Education Foundation and a member of The San Francisco Foundation Professional Advisors Council. Keith is a past President of the CFA Society of San Francisco, past board member of CuriOdyssey at Coyote Point and the Cypress String Quartet.

Judith McDonald Moses

Partner, Portfolio Manager

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415.229.8081

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Judy Moses is a Partner and Portfolio Manager at Evercore Wealth Management, as well as a member of the firm’s Asset Allocation and Manager Selection committees. Judy has over 19 years of experience in the financial services industry managing investment portfolios for high-net-worth families and institutional clients.

Prior to joining Evercore Wealth Management, Judy was a Vice President at U.S. Trust, and a Senior Portfolio Manager at Charter Financial Group, Inc. in Washington, D.C.

Judy received a B.A. in Economics from the University of California – Berkeley, an M.B.A. from Georgetown University’s McDonough School of Business and holds the Chartered Financial Analyst designation. She is a member of the CFA Institute and the CFA Society of San Francisco, and also serves on the Board of Trustees of Santa Catalina School.

Kate Mulvany

Managing Director, Wealth Advisor

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212.822.7639

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Kate Mulvany is a Managing Director responsible for Wealth Advisory and Fiduciary Administration. Kate joined the firm with over 17 years experience of working with high-net-worth individuals and their families. She focuses on identifying financial planning needs and working closely with outside advisors to implement sophisticated planning solutions.

Kate joined Evercore Wealth Management from U.S. Trust, where she was responsible for many complex personal and fiduciary relationships. In addition, Kate was a Trust Team Leader for the Southwest Connecticut and Long Island Trust group.

Kate received her B.S. in Finance from LeMoyne College. She holds a Certified Trust and Financial Advisor designation and is a graduate of the New York Bankers Association Estate Administration School. Kate also serves on the Executive Board of Senior Services of Stamford, a not-for-profit organization in Stamford, CT.

Arthur Noderer

Partner, Portfolio Manager

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813.362.9578

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Arthur is a Partner and Portfolio Manager at Evercore Wealth Management in Florida. He is a member of the firm’s investment decision-making body, the Asset Allocation Committee, and the Investment Policy Committee. He has 34 years of experience in managing investment strategies for high-net-worth individuals, families and related institutions.

He joined Evercore Wealth Management in 2014 from SunTrust Bank, where he worked for 18 years as an investment strategist. Prior to joining SunTrust, he worked for seven years as a registered representative with Paine Webber in the Florida region.

Arthur earned his B.S. degree from the University of South Florida, with a concentration in finance. He is a Chartered Financial Analyst.

Michael O’Brien

Partner, Portfolio Manager

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213.443.2622

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Michael joined Evercore Wealth Management in 2012 as a Partner and Portfolio Manager, based in the firm’s Los Angeles office. He has 25 years of experience in wealth management.

Prior to joining the firm, he was a partner in Mt. Eden Investments, charged with managing its southern California practice and a member of the investment committee. He was previously a senior vice president with BNY Mellon Wealth Management.

Michael earned his BS in Business Administration from USC and holds the Chartered Financial Analyst designation.

Sandy Panetta

Partner, Portfolio Manager

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212.822.7645

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Sandy is a Fixed Income Portfolio Manager focusing on high-net-worth individuals. She joined Evercore Wealth Management in 2008 and has over 26 years of 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.

Brian Pollak

Managing Director, Portfolio Manager

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212.822.7692

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Brian Pollak is a Portfolio Manager with over 11 years of experience managing investments for individuals and institutions. Brian is responsible for managing taxable bond investments at the firm and also leads Evercore Wealth Management’s Manager Selection Committee which is responsible for the selection, due diligence and on-going monitoring of all third party investment managers.

Prior to joining Evercore, Brian was a portfolio manager for AIG Investments where he co-managed corporate bond portfolios totaling over $60 billion, primarily for AIG’s general account portfolios. Prior to his role as a portfolio manager, Brian served as a corporate bond analyst focused on basic industries, including paper/forest products, chemicals, and packaging companies. Prior to attending business school, Brian worked for the Milken Family Foundation.

Brian received his B.A. in History from the University of Pennsylvania in 1997 and his M.B.A. in Finance from Columbia University in 2003. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute.

Martha Pomerantz

Partner, Co-Manager of the Minneapolis Office

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612.656.2821

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Martha is a co-manager of Evercore Wealth Management’s Minneapolis office. She is a Partner and Portfolio Manager, and works directly with clients to invest their portfolios. She is a member of the firm’s Strategic Planning Committee and a member of the firm’s investment decision-making body, the Asset Allocation Committee.
 
Martha joined Evercore Wealth Management in September 2011, as one of the co-managers of a six-person team that established the firm’s Midwest office. She previously served as an investment principal and co-chair of the Investment Committee at Lowry Hill, a wealth management firm in Minneapolis. In addition to managing portfolios for client families, she was responsible for writing the firm’s quarterly investment newsletter, The View From Lowry Hill, for sixteen years. She earlier worked as a securities analyst for Schroder Wertheim in New York.
 
Martha received a B.A. from Northwestern University and a M.B.A. from the J.L. Kellogg School of Management.
 
Martha has been a frequent participant in the Minneapolis Star Tribune Investor Roundtable and has been widely quoted on investment strategy in local and national financial media. She was the 2006 recipient of Finance and Commerce magazine’s “Top Women in Finance” award. Martha has been a long-time member of the Board of Directors at the Children’s Theatre Company in Minneapolis and is co-chair of the Investment Committee. She is a member of the Women Presidents’ Organization and the Minnesota Women’s Economic Roundtable.

Stacie Price

Partner, Wealth Advisor

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612.656.2828

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Stacie is a partner and wealth advisor at Evercore Wealth Management, part of the team responsible for delivering customized planning and administrative services to clients in the Midwest. She is a Certified Financial Planner and a Certified Trust Financial Advisor with 20 years of experience in financial services.

She joined Evercore Wealth Management from Lowry Hill, where she worked directly with individual and family clients and was additionally responsible for operations strategies and oversight. Previously, she was a financial analyst with Norwest Bank Minnesota. She has experience in business valuations for succession planning, prospective sales and estate tax returns.

Stacie received her B.A. in Organizational Leadership at Bethel University. She completed the financial planning certificate program at Minnesota State University. Stacie is also an active member on the Jeremiah Works! Committee for Jeremiah Program, a non-profit organization for furthering education and employment.

John Rendinaro

Partner, Chief Operations Officer

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212.822.7643

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John is the Chairman of the Trade Oversight Committee and leads a team of middle office professionals, who provide trading and operational support to clients and staff. He brings over 25 years of experience in domestic and international equity trading, options trading, trade oversight, managed accounts, trade support, and securities operations.

Prior to joining Evercore Wealth Management in 2008, John was a Managing Director of U.S. Trust in charge of the Equity Trading Division, responsible for global equity trading and the managed account trading team. He was the Chairman of the Trade Policy Committee and served on the National Investment Policy Committee.

John received his B.A. in Economics from Fordham University in 1983. Active in various industry organizations, John is a member of the National Organization of Investment Professionals (NOIP) and a member of the Securities Traders Association of New York (STANY).

Charles Ryan

Partner, Portfolio Manager

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212.822.7624

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Charlie is an Equity Portfolio Manager responsible for overall asset allocation for clients and is a member of the Equity Selection Committee. He is also a manager of The Wall Street Fund, an equity mutual fund advised by the firm.

Prior to joining Evercore Wealth Management in 2008, Charlie was a Managing Director and a Market Investment Executive for U.S. Trust, a portfolio manager in the Growth Equity Strategy Group at U.S. Trust and a member of the division’s Investment Policy Committee. Prior to that, Charlie was with BNY Asset Management, the institutional investment arm of The Bank of New York, where he was Head of the Equity Division. Charlie was the co-manager of the bank’s largest mutual fund, The Hamilton Equity Income Fund.

Charlie earned his B.A. from Villanova University in 1989. He is a member of the New York Society of Security Analysts, a member of the Board of Trustees for The Rumson Country Day School, in Rumson N.J. and a member of the Board of Visitors for Worcester Academy in Worcester MA.

Mike Seppelt

Partner, Portfolio Manager

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612.656.2829

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Mike is a partner and portfolio manager at Evercore Wealth Management, as well as a member of the firm’s Equity Selection Committee. He holds the Chartered Financial Analyst designation.

Mike joined Evercore Wealth Management in September 2011, after 11 years as an investment principal and a portfolio manager at Lowry Hill. He previously worked as a portfolio management assistant at Wells Fargo Private Asset Management.

He received a B.A. degree in economics and computer science at St. John’s University in Collegeville, Minnesota. Mike is the Secretary for the Board of the CFA Society of Minnesota, and a member of the Rotary Club of Minneapolis.

Iain Silverthorne

Partner, Wealth Advisor

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415.229.8084

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Iain is a member of the firm’s Wealth Planning team and the firm’s Investment Policy Committee. He is also a member of the Manager Selection Committee for the non-proprietary investment management platform.

Prior to joining Evercore Wealth Management in 2009, Iain was a Senior Vice President at U.S. Trust and was responsible for client relationship management. In that capacity, Iain advised clients on financial planning issues including tax efficient asset allocation and investment strategies, estate and wealth transfer planning, liability analysis and cash flow planning.

Iain received a B.A. from San Francisco State University and an M.B.A. from the Graziadio School of Business at Pepperdine University. Iain currently serves on the finance committee for the Napa Valley Community Foundation

Jay Springer

Partner, Portfolio Manager

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Photo of  Jay Springer


212.822.7621

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Jay is an Equity Portfolio Manager, on the Board of Control of the Partnership and an employee of Evercore Trust Company. Jay joined Evercore Wealth Management with over 27 years of experience managing balanced portfolios for high-net-worth clients and equity common trust funds.

Prior to joining Evercore Wealth Management, Jay was a Managing Director of U.S. Trust, which he joined in 1983. He was responsible for managing individual client portfolios, mutual funds and common trust funds. Jay also held several management roles including supervising all client facing portfolio managers and managing the New York Wealth Management and Wealth Advisory Groups.

Jay earned his BBA, magna cum laude, from Boston University in 1981 and MBA from New York University Graduate School of business in 1983. Jay is a member of the New York State Bankers Association Trust Investment Committee and is a former director of the Bank Fiduciary Fund.

Fred Taylor

Senior Advisor

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212.822.7620

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Fred is a Senior Advisor to Evercore Wealth Management and is a member of the Investment Policy and Equity Selection Committees.

Prior to joining the firm in 2008, Fred retired from U.S. Trust in 2004 as the Vice Chairman and Chief Investment Officer, after a 40-year career.

Fred graduated with distinction from Wesleyan University and received an M.B.A. from the University of Pennsylvania, Wharton School of Business. He served with the United States Army Security Agency. Fred is a member of the New York Society of Securities Analysts, the Association for Investment Management and Research, the board of the Vero Beach Museum, the National Council of the Norman Rockwell Museum, and served as a member of the Board of Trustees of Wesleyan University and was elected as an Emeritus Trustee.

Tom Trenchard

Vice President, Financial Advisor

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212.822.7638

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Tom Trenchard is a Vice President and Financial Advisor at Evercore Wealth Management, serving high-net-worth individuals, families and related institutions. He joined the New York office in October, 2013.

He previously worked at U.S. Trust in Hartford, Connecticut, where he was responsible for new business development and led a team of wealth advisory specialists. Prior to joining U.S. Trust in 2005, he was an institutional sales specialist for Wachovia, working with corporate clients and with corporate and investment bankers throughout the United States.

Tom received a Bachelor of Science degree in education from Jacksonville University.

Edith Tse

Vice President, Wealth Advisor

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Photo of  Edith Tse


415-288-3026

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Edith focuses on client service and portfolio administration. She joined Evercore Wealth Management in 2012 from Mt. Eden Investment Advisors, with 13 years of experience in investment management.

Prior to joining Mt. Eden in 2008, she worked at Charles Schwab & Co., specializing in client service and portfolio consultation.

She earned a BA in Psychology from the University of California, Berkeley. She also holds the Certified Financial Planner license and is a member of the Financial Planning Association.

Jennifer Tse

Vice President, Wealth Advisor

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Photo of  Jennifer Tse


212.822.7640

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Jennifer is a Wealth Advisor, focused on financial planning, estate and wealth transfer planning and goals-based asset allocation for individuals and families.

Prior to joining Evercore Wealth Management in 2009, Jennifer was an analyst in private wealth management at J.P. Morgan. Previously, Jennifer worked as a client portfolio management analyst within the investment management division at J.P. Morgan.

Jennifer received a Bachelor of Arts degree in Economics and Psychology from the University of Michigan. She also holds her Certified Financial Planner license and is a member of the Financial Planning Association.

Bill Vaughn

Partner, Portfolio Manager

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415.229.8082

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Bill is an Equity Portfolio Manager and a member of the Evercore Wealth Management Equity Selection Committee. He has over 20 years of experience in managing multi-asset class portfolios for high-net-worth individuals, endowments and foundations.

Bill joined Evercore Wealth Management in 2009 from U.S. Trust. He was previously a portfolio manager and securities analyst at Harris Bretall in San Francisco, where he served on the firm’s strategy committee and managed the growth equity fund.

Bill earned his B.A. from U.C. Berkeley and his J.D. from U.C. Berkeley’s Boalt Hall School of Law. He is a member of the California Bar Association and holds a Chartered Financial Analyst designation.

Christopher Zander

Partner, Chief Wealth Advisory Officer

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212.822.7622

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Chris is the Chief Wealth Advisory Officer at Evercore Wealth Management, setting the firm’s strategy in providing comprehensive, goals-based wealth planning advice to clients across all aspects of their financial lives. He is a member of the firm’s Asset Allocation and Manager Selection Committees and works directly with clients across the United States.

Prior to joining Evercore Wealth Management in 2008, Chris was Managing Director and Head of U.S. Trust’s Multi-Family Office Group, which served ultra high-net-worth families nationally. He has 20 years of experience in wealth planning, investment consulting, philanthropy, and in fiduciary, administrative and family governance services.

Chris represents the firm at industry and client events and is frequently quoted in national publications. In December 2011, he was ranked sixth in the annual “Power 25″ by Private Asset Management Magazine.

Chris received a Bachelor of Arts in Political Science from Columbia University and an M.B.A. in Finance from Fordham University. He is a member of the North Shore-LIJ Health System’s Estate Planning Advisory Committee.