We work with each client to define and develop clear portfolio objectives and design an appropriate asset allocation and investment plan to meet those objectives. It is our belief that a measured amount of risk, disiplined security selection, appropriate diversification and long-term focus serve our clients best.
Wendy Barasch
Partner, Business Development
Evercore Wealth Management LLC
212.822.7604
wendy.barasch@evercore.com
Wendy oversees Business Development and Marketing, and manages a team of wealth advisors who serve high net worth families, endowments, foundations and related institutions. She is a member of the firm's Investment Policy Committee.
Wendy spent 20 years with Alliance Bernstein working with private clients, and most recently was the Managing Director co-managing the New York private client business. Prior to joining Bernstein, Wendy spent 5 years at the Bank of New York managing trust and estate portfolios.
Wendy is a graduate of Williams College, where she received her Bachelor of Arts degree, and New York University's Stern School of Business where she received her MBA.