Evercore Wealth Management Appoints Dien Yuen as a Managing Director and Wealth & Fiduciary Advisor
Evercore Wealth Management, LLC today announced the appointment of Dien Yuen as a Managing Director and Wealth & Fiduciary Advisor in the San Francisco office.
Ms. Yuen joins Evercore from Kordant Philanthropy Advisors, a research and advisory group serving families and leading businesses and institutions in the United States and Asia. She served as a managing director of the firm, responsible for its strategic direction.
Prior to joining Kordant in 2013, Ms. Yuen served as Chief Philanthropy Officer at Give2Asia, and earlier, as a senior trust officer at U.S. Trust. She has also worked at IIT Bombay Heritage Fund, Asian Pacific Fund, and the American Cancer Society.
“We are pleased to welcome Dien to Evercore,” said Chris Zander, Chief Wealth & Fiduciary Advisor at Evercore Wealth Management and the President of Evercore Trust Company. “Her experience in philanthropic advisory for families, foundations and endowments, and her wide range of contacts will contribute to the continued growth of our firm along the West Coast and across the United States.”
Ms. Yuen will be based in the San Francisco office of Evercore Wealth Management, led by Keith McWilliams, Partner and Wealth & Fiduciary Advisor. She will report to Iain Silverthorne, Partner and Wealth & Fiduciary Advisor.
Ms. Yuen has a BA from Adrian College, a JD from the University of Toledo College of Law, and an LLM in International Law from Golden Gate University School of Law. She holds the Chartered Advisor in Philanthropy (CAP) designation.
Ms. Yuen serves as co-chair of OneVietnam Network and is on the advisory board of Philanthropic Ventures Foundation.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
©2016 Evercore Wealth Management LLC. All rights reserved.