Evercore Wealth Management Appoints Justin Miller Partner, National Director of Wealth Planning
Evercore Wealth Management today announced the appointment of Justin Miller as Partner and National Director of Wealth Planning.
Mr. Miller will additionally serve as a Senior Wealth and Fiduciary Advisor at the San Francisco office of Evercore Wealth Management and Evercore Trust Company, N.A.
Mr. Miller joins Evercore from BNY Mellon Wealth Management, where he worked as a national wealth strategist, advising clients on tax, trusts and estates, charitable planning and family governance. Prior to joining BNY Mellon in 2011, he worked at Wells Fargo and, earlier, at Sidley Austin, where he began his career as a tax attorney.
“Justin is a welcome addition to our growing national team,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company. “His deep industry knowledge, broad professional network and positive attitude make him a terrific fit for our firm.”
Mr. Miller is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. He has served in leadership positions with the American Bar Association, California Bar Foundation, San Francisco Estate Planning Council, and State Bar of California, and is a former editor-in-chief of the California Tax Lawyer. Additionally, he is a past recipient of the Outstanding Conference Speaker Award from the California Society of CPAs and the V. Judson Klein Award from the California Tax Bar.
Mr. Miller received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law. He also holds the Accredited Estate Planner® and CERTIFIED FINANCIAL PLANNER™ designations and is a member of the State Bar of California.
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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.
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