Evercore Wealth Management Appoints Daniel Stolfa, Managing Director, Wealth & Fiduciary Advisor

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Evercore Wealth Management, LLC today announced the appointment of Daniel Stolfa as a Managing Director and Wealth & Fiduciary Advisor at the firm’s office in Minneapolis.

“Dan is a welcome addition to our growing Minneapolis office,” said Jeff Maurer, CEO of Evercore Wealth Management and Chairman of Evercore Trust Company, N.A. “He will serve clients throughout the Midwest with comprehensive, goals-based wealth planning advice, backed by our national Wealth & Fiduciary team.”
 
Prior to joining Evercore, Mr. Stolfa worked as a wealth advisor to high net worth families at Stiles Financial Services and, earlier, as a wealth advisor at Stolfa Private Wealth Advisors and the Private Banking and Investment Group at Merrill Lynch. Dan has also practiced law as an estate planning attorney, served as the planned giving officer for Mitchell Hamline School of Law, and worked as a senior tax specialist with KPMG. He received his J.D. and LL.M. in Taxation at the Mitchell Hamline School of Law and holds the Certified Financial PlannerTM and Accredited Investment Fiduciary® designations.
 
Mr. Stolfa will report to Martha Pomerantz, a Partner at the firm and Manager of the Minneapolis office.

 

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