Evercore Wealth Management, LLC is the wealth management division of Evercore, a global independent investment advisory based in New York City.

Investment Management

Evercore Wealth Management

Jeff Maurer

Todd McPherson

Russell Gewehr

Michael Chung

Maxwell Grimard, CFA

Mary Kate H

Kylie Noll

Keith McWilliams

Joseph McManus, CFA

Edith Tse, CFP®

Andrew Huang, CFA

Alex Pavelock

Alan C.

Abhisheka Dalal

Chris Zander

The Wealth and Fiduciary Advisors team at Evercore Wealth Management provides personalized wealth planning, fiduciary services, and investment advice to high-net-worth individuals and families. They ensure clients' financial goals are met through tailored strategies, estate planning, and trust management.

Wealth and Fiduciary Advisors

Portfolio Management Team

Vice Presidents Team

Wealth and Fiduciary Advisors

About

Team members

Other teams at Evercore Wealth Management

Portfolio Management Team

Vice Presidents Team