Team

New York

The Evercore Wealth Management New York team delivers comprehensive and personalized wealth management, integrating wealth planning and investment strategy.

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 30 years of experience managing balanced investment portfolios for high-net-worth clients and foundations and endowments.

Prior to joining Evercore in 2008, John was a managing director of U.S. Trust, which he joined in 1984. He was responsible for managing $2 billion of client assets, representing many of U.S. Trust’s most significant clients. Additionally, John served as the Chief Investment Officer of U.S. Trust of New York from 2003 to 2005, and as the head of Equity Investments and the Chair of the Equity Investment Committee from 2005 to 2008. For 15 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 and an M.B.A. from New York University in 1984. He holds the Chartered Financial Analyst designation and is a former member of the Board of the New York Society of Security Analysts.

Jonathan Bergner

Managing Director, Portfolio Manager

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Jonathan is a Managing Director and Portfolio Manager at Evercore Wealth Management, managing assets for families, endowments and foundations.

He joined Evercore in 2012 from U.S. Trust where he 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, he directed investments at Ader Associates, a New York-based financial planning firm.

Jonathan has a B.S. from 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, Financial Advisor

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Jewelle Bickford is a Partner and Financial Advisor at Evercore Wealth Management. 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 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 Woman’s College, now Randolph College. She is a member of the Committee of 200 and The Women’s Forum, and is a founding member and co-chair 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.

From 2003 to 2010, she served on the board of the SEC registered Torrey Funds. Continuously from 2003 through 2007, she attended Fortune’s Most Powerful Women Summit.

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

Vice President, Wealth & Fiduciary Advisor

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Paulo is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., serving families, foundations and endowments.

He joined the firm in 2012 from Convergent Wealth Advisors, where he served as a lead advisor to high-net-worth families, responsible for designing and implementing wealth management strategies. Paulo was previously a senior investment analyst at Ipreo and, earlier, a senior analyst at Thomson Reuters.

Paulo received a B.A. in Economics & Business and International Affairs from Lafayette College. In addition to English, he speaks Portuguese and Spanish.

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 has over 30 years of experience in analyzing municipal securities.

Prior to joining Evercore in 2009, he was for 11 years a director at the Public Finance Department of Financial Guaranty Insurance Company. He previously was a vice president with the investment banking firm of Prager, Sealy & Co. and, earlier, a vice president at Moody’s Investors Service. He began his career as an economist with the New York State Senate Finance Committee in Albany, New York.

Howard is widely quoted in the media, including in the The Wall Street Journal, Bloomberg News/Business Week, Barron’s, Reuters, The Financial Times and The Bond Buyer and has appeared on CNBC, National Public Radio and Bloomberg News.

He received a Bachelor’s Degree in Economics from the State University of New York at Albany in 1982, and a joint Master’s Degree in Public Affairs from the Lyndon B. Johnson School of Public Affairs and Business from the McCombs School of Business in 1985.

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 25 years of experience managing balanced portfolios for high-net-worth clients, equity accounts for institutional clients, and equity mutual funds.

Tim joined Evercore in 2009. He 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 Chairman of the Mianus River Gorge Preserve and is on the board and Treasurer of the Blythedale Children’s Hospital in Valhalla, New York.

Ashley Ferriello

Vice President, Wealth & Fiduciary Advisor

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Ashley is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., serving high-net-worth individuals and families from the Evercore Wealth Management office in New York.

She joined Evercore in 2009 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 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. She holds the Certified Trust and Financial Advisor designation and has achieved Cannon Financial lnstitute’s Honor Graduate status.

Karen Francois

Partner, Wealth & Fiduciary Advisor

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Karen is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and the Chief Fiduciary Officer at Evercore Trust Company, N.A. She is also the Chair of Evercore Trust’s Personal Trust Advisory Committee, which is responsible for setting the firm’s fiduciary policy for the personal trust business.

Before joining Evercore 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. She has over 30 years of experience advising ultra-high-net-worth families in wealth planning and fiduciary and family offices services.

Karen received her B.S. in Criminal Justice from The American University.

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

Nancy Shavel Gabel

Managing Director, Financial Advisor

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Nancy is a Managing Director and Financial Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., 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 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 earned a B.A., magna cum laude, from Ithaca College and her J.D. from New England School of Law. She is a member of both the New York and Massachusetts Bar Associations.

Nancy is the co-chair of the Wilson Society Advisory Council at the Hospital for Special Surgery. She was a founding member and continues to be a member of the UJA-Federation of New York’s Lawyer’s Division Trusts & Estates Group. She also serves as a member of the Metropolitan Museum’s Planned Giving Professional Advisory Council, the New York Regional Council for the National YoungArts Foundation, and the Central Park Conservancy, Planned Giving Professional Advisory Council. Nancy previously sat on the board of the Irvington Institute for Immunological Research, the Museum of Modern Art Planned Giving Advisory Committee, the Weill – Cornell Medical College – Women’s Health Symposium Executive Steering Committee, and the Northwestern University Parents’ Fund Committee.

Gary Gildersleeve

Partner, Portfolio Manager

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Gary is a Partner and Portfolio Manager at Evercore Wealth Management. He has more than 30 years of experience in managing fixed-income investment strategies.

Prior to joining Evercore in 2008, 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.

Stephanie Hackett

Managing Director, Portfolio Manager

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Stephanie is a Managing Director and Portfolio Manager at Evercore Wealth Management. She is a member of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and ongoing monitoring of all third-party investment managers. She is primarily responsible for research and due diligence on illiquid investments, encompassing private equity, real estate and credit.

Stephanie joined Evercore in 2014 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 J.P. 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 B.A. from the University of Colorado and her M.B.A. from Rice University’s Jones Graduate School of Business. Stephanie holds the Chartered Financial Analyst designation.

James Holihan

Partner, Portfolio Manager

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Jim is a Partner and Portfolio Manager at Evercore Wealth Management. He has over 25 years of experience in managing fixed-income investment strategies.

Prior to joining Evercore in 2008, Jim was a managing director and portfolio manager at U.S. Trust, where he managed fixed-income portfolios for high-net-worth individuals. 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.

Jim was earlier 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. in Economics from Hobart College in 1984. He 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 and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., 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 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 B.A. from the State University of New York at Albany and holds the Certified Financial Planner designation.

Jill Faherty Lloyd

Managing Director, Financial Advisor

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Jill is a Managing Director and Financial Advisor at Evercore Wealth Management, focused on 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 in 2016, 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 B.A. in Psychology from Skidmore College. She is active in many community organizations, including the Pilobolus Five Senses Festival, High Water Women, Connecticut Community Foundation Women and Girls Fund, and Washington Connecticut Economic Development Advisory Council.

Darlene Marchesani

Managing Director, Delaware Trust Services & Trust Counsel

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Darlene Marchesani is a Managing Director and Delaware Trust Services & Trust Counsel at Evercore Trust Company, N.A. She is based in Wilmington, Delaware.

She joined Evercore in 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. She 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 and Chairman and CEO of Evercore Trust Company, N.A. He established Evercore Wealth Management in 2008. The firm is now one of the leading independent Registered Investment Advisory firms in the United States (Barron’s 2017).

Jeff was earlier Chairman and CEO of the U.S. Trust Corporation, working closely with the firm’s clients and as 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 is the author of 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.

Kate Mulvany

Managing Director, Wealth & Fiduciary Advisor

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Kate is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. She works with families, foundations and endowments and their other trusted advisors to identify financial planning needs and implement solutions.

Kate joined Evercore in 2009 from U.S. Trust, where she led a number of complex personal and fiduciary relationships and served as leader of the Southwest Connecticut and Long Island Trust groups.

Kate received her B.S. in Finance from LeMoyne College. She is a graduate of the New York Bankers Association Estate Administration School. Kate also serves on the Executive Advisory Board and Finance Committee of SilverSource, a not-for-profit organization in Stamford, CT.

Thomas Olchon

Managing Director, Wealth & Fiduciary Advisor

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Tom Olchon is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management. He works with families, foundations and endowments and their other trusted advisors, delivering comprehensive planning and fiduciary services. Evercore Wealth Management and Evercore Trust Company, N.A. serve clients across the United States.
 
He joined Evercore in 2018 from Bessemer Trust, where he led a team responsible for delivering the firm’s wealth management services to ultra-high-net-worth clients. These included investments, estate planning, tax planning, philanthropic advisory, inter-generational planning, closely held business advisory, and family office services.
 
Prior to joining Bessemer Trust in 2004, Tom worked as a portfolio manager at U.S. Trust, where he started his career in 2000.
 
Tom earned a Bachelor of Arts degree in economics at Gettysburg College and a Juris Doctor at New York Law School. He is a member of the New York Bar Association and the American Bar Association.

Sandy Panetta

Partner, Portfolio Manager

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Sandy is a Partner and Portfolio Manager at Evercore Wealth Management, working directly with families, foundations, and endowments. She has over 25 years of experience managing fixed income portfolios.

Prior to joining Evercore in 2008, Sandy was a managing director and portfolio manager at U.S. Trust, where she created and managed the tax-exempt cash management services. Following Bank of America’s acquisition of U.S. Trust, Sandy was a managing director and fixed income specialist with Columbia Management.

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 is a Partner and Portfolio Manager at Evercore Wealth Management and the Chair of the External Manager Selection Committee, responsible for the selection, due diligence and monitoring of all third-party investment managers.

Prior to joining Evercore in 2009, Brian was a portfolio manager for AIG Investments where he co-managed over $60 billion in corporate bond portfolios. Brian earlier 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.

Bill Rouse

Managing Director, Head of Operations

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Bill is a Managing Director and the Head of Operations at Evercore Wealth Management and the Chief Operations Officer at Evercore Trust Company, N.A. He has over 30 years of operations and finance experience.

Prior to joining Evercore in 2017, he worked for 11 years at Geller & Company. He was most recently the COO of the firm’s family office services unit, and has also served as the CFO of its multi-billion dollar single-family office and as the COO of the private equity advisory unit.

Bill earlier held senior operations management positions at McKesson Corporation, Deloitte & Touche, and Dun & Bradstreet. He began his career in 1983 at Coopers & Lybrand (PwC).

Bill earned a B.A. in accounting from Rutgers and an M.B.A. in finance from Seton Hall.

Charles Ryan

Partner, Portfolio Manager

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Charlie is a Partner and Portfolio Manager at Evercore Wealth Management. He is a member of the Equity Selection Committee and a co-manager of the Evercore Equity Fund, an equity mutual fund advised by the firm.

Prior to joining Evercore 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 former member of the board of visitors for Worcester Academy in Worcester, MA.

Jay Springer

Partner, Portfolio Manager

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Jay is a Partner and Portfolio Manager at Evercore Wealth Management and the Chief Investment Officer of Evercore Trust Company, N.A. He is a member of the Strategic Planning Committee and the Investment Management Committee.

Jay joined Evercore in 2008. He was previously a managing director at 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 a B.B.A degree, magna cum laude, from Boston University in 1981 and an M.B.A. from New York University Graduate School of Business in 1983. He is a director of the Holmstead School in Ridgewood, NJ, and a member of 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.

Fred joined Evercore in 2008 after a 40-year career at U.S. Trust. He retired in 2004 as the Vice Chairman and Chief Investment Officer.

He graduated with a B.A. 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 from 1966 through 1967.

Fred is a former 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. He served as a member of the board of trustees of Wesleyan University where he was elected an Emeritus Trustee.

Tom Trenchard

Vice President, Financial Advisor

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Tom is a Vice President and Financial Advisor at Evercore Wealth Management, serving families, foundations and endowments.

He joined Evercore in 2013 after eight years at U.S. Trust in Hartford, Connecticut, where he was responsible for new business development and led a team of wealth advisory specialists. He was earlier an institutional sales specialist for Wachovia, working with corporate clients and corporate and investment bankers throughout the United States.

Tom received a B.S. in education from Jacksonville University.

Jennifer Tse

Vice President, Wealth & Fiduciary Advisor

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Jennifer is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., focused on financial planning, estate and wealth transfer planning, and goals-based asset allocation for families, foundations and endowments.

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

Jennifer received a B.A. 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.

Christopher Zander

Partner, Chief Wealth & Fiduciary Advisor

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Chris is a Partner and the Chief Wealth & Fiduciary Advisor at Evercore Wealth Management and the President and Chief Wealth & Fiduciary Advisor at Evercore Trust Company, N.A.

He is a member of the Evercore Wealth Management Strategic Planning Committee and the firm’s investment decision-making body, the Asset Allocation Committee.

Chris works directly with families, foundations and endowments across the United States, and he is 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. He represents Evercore at industry and client events and is frequently quoted in the media.

Prior to joining Evercore in 2008, Chris was a managing director and the head of U.S. Trust’s Multi-Family Office, serving ultra-high-net-worth families nationwide.

Chris received a B.A. in Political Science from Columbia University and an M.B.A. in Finance from Fordham University. He is a past Chairman of the Executive Committee of the Trust Management Association and is also a member of Northwell Health’s Estate Planning Committee.