The Evercore Wealth Management Minneapolis team delivers comprehensive and personalized wealth management, integrating wealth planning and investment strategy.
Titles listed represent Wealth Management services. Those with an asterisk (*) also provide Trust services. Please see complete bio for further details.
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.
Pam is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., responsible for delivering comprehensive, multi-generational wealth management and planning advice to clients in the Midwest. She has 22 years of experience providing tax and financial services to high net worth clients.
Prior to joining Evercore in 2011, Pam was a financial principal at Lowry Hill, managing individual and family relationships. She was previously a tax accountant in the fiduciary tax division of Norwest Bank and a tax officer for C&S/Sovran Trust Company.
Pam received a B.S. in Accounting from the University of South Florida and successfully completed the CPA examination. She is a member of the Twin Cities Financial and Estate Planning Council.
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.
Martha is a Partner and Portfolio Manager at Evercore Wealth Management and the manager of the firm’s Minneapolis office. She is a member of the firm’s Strategic Planning Committee and the firm’s investment decision-making body, the Asset Allocation Committee.
Martha joined Evercore in 2011 with several partners to establish the firm’s Midwest office. She previously served as an investment principal and the co-chair of the Investment Committee at Lowry Hill, a wealth management firm in Minneapolis. She earlier worked as a securities analyst for Schroder Wertheim in New York.
She received a B.A. from Northwestern University and an M.B.A. from the J.L. Kellogg School of Management.
Martha serves on the board of trustees for Miss Porter’s School, a girls’ boarding school in Farmington, CT, and is the Chair of the Investment Committee for the school’s endowment. She is a board member and the Treasurer of the Minnesota Women’s Economic Roundtable, a small invitation-only forum for women leaders to share insights on broad economic issues.
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 a member of Evercore Trust Company’s Fiduciary Oversight Group.
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 volunteer for Jeremiah Program, a non-profit organization for furthering education and employment. She is also a member of the Bethel University Business and Leadership Advisory Board.
Mike is a Partner and Portfolio Manager at Evercore Wealth Management and a member of the firm’s Equity Selection Committee. He is also a portfolio manager of the Evercore Equity Fund, an equity mutual fund advised by the firm.
Mike joined Evercore in September 2011 after 11 years as an investment principal and a portfolio manager at Lowry Hill. He previously worked at Wells Fargo Private Asset Management.
He received a B.A. in Economics and Computer Science at St. John’s University in Collegeville, Minnesota. He holds the Chartered Financial Analyst (CFA) designation.
Mike is President of the Board of the Maple Grove Youth Lacrosse Association, and a member of the investment committee of the Children’s Theatre Company.
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.
You can download our brochure from the link - Brochure 2013.