The Evercore Wealth Management Minneapolis team delivers comprehensive and personalized wealth management, integrating wealth planning and investment strategy.
Julie is a Partner and Wealth and 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.
Pam is a Partner and Wealth and Fiduciary 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 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.
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 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.
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 and holds The Chartered Financial Analyst (CFA) 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 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 a former Secretary of the Board of the CFA Society of Minnesota, and a member of the Association for Corporate Growth.
You can download our brochure from the link - Brochure 2013.