Rachel is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing support in financial planning, fiduciary administration, and client services for families. She has 15 years of experience in the financial services industry.
 
Prior to joining Evercore in 2017, she was a Paraplanner at Allodium Investment Consultants serving on a team responsible for delivering wealth management services to high net worth individuals and foundations. She started her career with Wells Fargo Advisors providing investment operation support to Financial Advisors.
 
Rachel received a B.S. in Business Marketing from St. Cloud State University.

Tom is a Managing Director and Portfolio Manager at Evercore Wealth Management. He is a member of the firm’s Investment Policy Committee.

He joined Evercore from U.S. Trust, Bank of America Private Wealth Management, where he worked as a senior portfolio manager. Previously, he served as the chief investment officer at Great Northern Capital, an asset manager for institutional and high net worth individual clients, and as the director of equity research at FAF Advisors and American Express Financial Advisors. He has over 25 years of investment experience in research and portfolio management.

He received his B.S. in Management from Saint John’s University and a Master’s Degree in Finance Analysis from the University of Wisconsin-Milwaukee. He holds the Chartered Financial Analyst designation.

Tom is a board member and Chair of the investment committee of the True Friends Foundation, which serves children and adults with disabilities. He is also a member and President of the alumni association board of directors at St. John’s University, a member of the finance council at St. John Neumann Catholic Church in Eagan, and a member of the CFA Society of Minnesota.

Stacie is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., part of the team responsible for delivering customized planning and administrative services to families, foundations and endowments. She is co-lead of the firm’s Diversity, Equity, and Inclusion Committee. She is a member of Evercore Trust Company’s Fiduciary Oversight Group and the firm’s Strategic Wealth Planning Committee.

She joined Evercore in 2011 from Lowry Hill, where she worked directly with individual and family clients and was additionally responsible for operations strategies and oversight. Previously, she was a financial analyst with Norwest Bank Minnesota. She has experience in business valuations for succession planning, prospective sales and estate tax returns.

Stacie received her B.A. in Organizational Leadership at Bethel University. She completed the financial planning certificate program at Minnesota State University and holds a CFP^® certification and is a Certified Trust and Fiduciary Advisor.

Stacie is a member of the Bethel University Business and Leadership Advisory Board.

Dan is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management in Minneapolis and Evercore Trust Company, N.A. He works with families throughout the Midwest to identify financial planning needs and implement solutions.

Dan joined Evercore in 2018. He previously worked as a private wealth advisor to high net worth families at Stiles Financial Services and, earlier, as a private 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 a CFP^® certification and Accredited Investment Fiduciary® designation.