The Evercore Wealth Management New York team delivers comprehensive and personalized wealth management, integrating wealth planning and investment strategy.
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.
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 is Partner and Financial Advisor. She works closely with the firm’s planning and investment professionals, focusing on family governance, and chairs the firm’s private wealth education initiative.
She joined Evercore Wealth Management in 2013 from GenSpring Family Offices, where she led the company’s focus on women and wealth. Jewelle was previously a global partner at the Rothschild Group, head of the Debt Capital Markets for Rothschild Inc. and a member of N.M. Rothchild’s Global Banking and Treasury Committee.
Jewelle is a member of the Council on Foreign Relations and the founder of Women and US Foreign Policy, the Council’s Taskforce on the role of women in economic and political development in the Middle East and Southeast Asia. She currently serves on the board of EL Education and the Business Committee of the Metropolitan Museum. She is a Trustee Emeritus of Women for Women International, Women’s Media Center and Randolph Macon Women’s College, now Randolph College. She is a member of the Committee of 200 and The Women’s Forum, and is a founding member for the Paradigm for Parity movement, a group of CEOs, senior executives, board members and business academics committed to achieving gender parity at the senior levels of all major corporations by 2030.
She earned her B.A. from Sarah Lawrence College in 1977 and is a graduate of Duke’s Fuqua Business School Leadership Program.
Paulo Coelho is a Vice President and Wealth and Fiduciary 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.
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.
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.
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.
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 is a Financial Advisor at Evercore Wealth Management, working in a business development role with high-net-worth families and their outside advisors. She has over 30 years of experience as a trusts and estates attorney and in issues surrounding intergenerational wealth.
Prior to joining Evercore Wealth Management in 2008, Nancy ran the estate planning department at U.S. Trust and headed the firm’s intergenerational wealth planning group. She previously worked at Fried, Frank, Harris, Shriver & Jacobson as a trust and estates lawyer.
Nancy is the co-chair of the Wilson Society Advisory Council at the Hospital for Special Surgery. She also serves as a member of the Museum of Modern Art Planned Giving Advisory Committee; the Metropolitan Museum’s Planned Giving Professional Advisory Council; the UJA-Federation of New York’s Lawyer’s Division Trusts & Estates Group; the New York Regional Council for the National YoungArts Foundation; the Central Park Conservancy, Planned Giving Professional Advisory Council; the Weill – Cornell Medical College – Women’s Health Symposium Executive Steering Committee, and the Northwestern University Parents’ Fund Committee.
Nancy earned a B.A. magna cum laude from Ithaca College and a J.D. from New England School of Law. She is a member of both the New York and Massachusetts Bar Associations.
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 is a Vice President and Wealth and Fiduciary 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 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.
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 is a Managing Director and Wealth and Fiduciary Advisor, advising families on wealth planning, fiduciary, and family wealth service issues. She works closely with clients’ outside advisors to implement sophisticated planning solutions.
She joined Evercore Wealth Management in 2014 from U.S. Trust, where she worked for 18 years as a trust and fiduciary officer and as a lead relationship advisor to families with complex wealth management needs.
Prior to joining U.S. Trust in 1997, she worked as a financial planner and portfolio manager for Train, Smith Counsel in New York, a wealth management firm serving high net worth individuals and families. Helena has over 30 years of experience in serving high net worth families.
She received her bachelor’s degree from the State University of New York at Albany and holds the Certified Financial Planner designation.
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 among 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 Iridian Asset Management and Red Coat Capital. 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 is also a member of the New York Society of Security Analysts and 100 Women in Finance.
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, and Washington Connecticut Economic Development Advisory Council.
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 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.
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.
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.
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 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.
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).
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. He previously worked for BNY Asset Management, the institutional investment arm of The Bank of New York, where he was head of the equity division and co-manager of the bank’s largest mutual fund at the time, 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 former 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.
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 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 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.
Jennifer is a Wealth and Fiduciary 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.
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.
You can download our brochure from the link - Brochure 2013.