The Evercore Wealth Management New York 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.
John is the Chief Investment Officer of Evercore Wealth Management, responsible for the firm’s market outlook and asset allocation policy. He has over 30 years of experience managing balanced investment portfolios for high net worth clients and foundations and endowments.
Prior to joining Evercore in 2008, John was a managing director of U.S. Trust, which he joined in 1984. He was responsible for managing $2 billion of client assets, representing many of U.S. Trust’s most significant clients. Additionally, John served as the Chief Investment Officer of U.S. Trust of New York from 2003 to 2005, and as the head of Equity Investments and the Chair of the Equity Investment Committee from 2005 to 2008. For 15 years, he was an active participant in the formulation of overall investment strategy and a member of the U.S. Trust Investment Strategy Committee.
Prior to attending business school, John was on the staff of the U.S. Senate Labor and Human Resources Committee and worked on federal budget matters.
John received his B.A. from Bucknell University and an M.B.A. from New York University. He holds the Chartered Financial Analyst designation and is a former member of the Board of the New York Society of Security Analysts.
Jonathan is a Partner and Portfolio Manager at Evercore Wealth Management, managing assets for families, endowments and foundations.
He joined Evercore in 2012 from U.S. Trust where he led a team of portfolio managers and was responsible for managing the assets of high net worth individuals and family foundations. Prior to joining U.S. Trust in 2000, he directed investments at Ader Associates, a New York-based financial planning firm.
Jonathan has a B.S. from Hobart College and holds the Chartered Financial Analyst and holds a CFP® certification. He is a member of the editorial review board of the Journal of Financial Planning and the CFA Society of New York.
Sean is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. He advises families, foundations and endowments, delivering comprehensive planning solutions and fiduciary services. Evercore Wealth Management and Evercore Trust Company, N.A. serve clients across the United States.
Sean joined Evercore in 2024 from Clarfeld Citizens Private Wealth where he worked for 14 years as a senior advisor to ultra high net worth families, business owners, private equity principals, and senior corporate executives. He developed and executed creative investment, estate, tax, cash flow, and risk management strategies for his clients. He also contributed to the firm’s financial planning strategy and business development efforts throughout the Northeast.
Sean serves as a member of the board of directors and Treasurer for Legal Services of the Hudson Valley.
Sean earned a B.B.A degree in Finance and Economics from Queens College and an M.B.A. from the Zicklin School of Business at Baruch College. He also holds the CFP® certification.
Ruth Calaman is a Partner at Evercore Wealth Management and the Chief Compliance Officer and General Counsel of Evercore Wealth Management and Evercore Trust Company, N.A. She is responsible for all aspects of legal, compliance, and risk management.
She joined Evercore in 2011 from Goldman Sachs, where she served as the Chief Compliance Officer of The Goldman Sachs Trust Company, N.A. and The Goldman Sachs Trust Company of Delaware. She was previously the Chief Compliance Officer of Morgan Stanley Trust, FSB, and Morgan Stanley Trust, N.A.
Ruth is a member of the Fiduciary and Investment Risk Management Association, Inc. (FIRMA) and the Co-Chair of the National Women’s Law Center Leadership Advisory Committee. She holds a Certified Regulatory Compliance Manager (CRCM) certification from the Institute of Certified Bankers and a Certified Fiduciary & Investment Risk Specialist (CFIRS) designation from the Cannon Financial Institute.
Ruth received her B.A. in Latin American Studies from Brown University and a J.D. from St. John’s University School of Law. She is admitted to practice law in New York.
Steve is a Managing Director and Portfolio Manager at Evercore Wealth Management.
Steve joined Evercore in 2019 from State Street Global Advisors, where he served as the lead portfolio manager for all tax-exempt municipal bond strategies and as co-portfolio manager for all taxable municipal bond strategies.
Previously, Steve served as a municipal research analyst at the Hartford Investment Management Company and as a public finance investment banker. He had 15 years of municipal bond experience prior to joining Evercore.
Steve received his B.A. in Economics from Northwestern University. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute.
Paulo is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., serving families, foundations and endowments.
He joined the firm in 2012 from Convergent Wealth Advisors, where he served as a lead advisor to high net worth families, responsible for designing and implementing wealth management strategies. Paulo was previously a senior investment analyst at Ipreo and, earlier, a senior analyst at Thomson Reuters.
Paulo received a B.A. in Economics & Business and International Affairs from Lafayette College. He holds the Certified Trust and Fiduciary Advisor designation. In addition to English, he speaks Portuguese and Spanish.
Howard is a Partner and the Director of Municipal Bond Research for Evercore Wealth Management. He has over 30 years of experience in analyzing municipal securities.
Prior to joining Evercore in 2009, Howard was a director at the Public Finance Department of Financial Guaranty Insurance Company for 11 years. He previously was a vice president with the investment banking firm of Prager, Sealy & Co. and, earlier, a vice president at Moody’s Investors Service. He began his career as an economist with the New York State Senate Finance Committee in Albany, New York.
Howard is widely quoted in the media, including The Wall Street Journal, Bloomberg News/Business Week, Barron’s, Reuters, The Financial Times and The Bond Buyer, and he has appeared on CNBC, National Public Radio and Bloomberg News.
Howard received a Bachelor’s Degree in Economics from the State University of New York at Albany, and a joint Master’s Degree in Public Affairs from the Lyndon B. Johnson School of Public Affairs and an M.B.A. from the McCombs School of Business.
Tim is an Equity Portfolio Manager and the Chair of the Equity Selection Committee at Evercore Wealth Management. He is also the co-manager of the Evercore Equity Fund, an equity mutual fund advised by the firm. Tim has over 30 years of experience managing balanced portfolios for high net worth clients, equity accounts for institutional clients, and equity mutual funds.
Tim joined Evercore in 2009. He was previously a managing director at U.S. Trust, and, following Bank of America’s acquisition of U.S. Trust, a senior equity portfolio manager with Columbia Management, where his group managed over $14 billion in assets.
Tim received his B.A. from Princeton University and an M.B.A. from Columbia University.
He is the Chairman of the Mianus River Gorge Preserve and is on the board and Treasurer of the Blythedale Children’s Hospital in Valhalla, New York.
Ashley is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., serving high-net-worth individuals and families from the Evercore Wealth Management office in New York.
She joined Evercore in 2009 as a fixed income portfolio assistant, providing trading and operational support to the firm’s tax-exempt and taxable fixed income portfolio managers. She was promoted to her current role in 2012. Prior to joining Evercore Wealth Management, she worked in equity research at FBR Capital Markets.
Ashley received her B.A. from the University of Virginia. She holds the Certified Trust and Fiduciary Advisor designation and has achieved Cannon Financial lnstitute’s Honor Graduate status.
Karen is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management, providing families, foundations and endowments with comprehensive, goals-based wealth planning and a Managing Director at Evercore Trust Company, N.A. She is a member of Evercore Trust’s Personal Trust Advisory Committee, which is responsible for setting the firm’s fiduciary policy for the personal trust business. She is also a member of Evercore Trust Company’s Fiduciary Oversight Group and Compliance and Operational Risk Committee.
Before joining Evercore in 2008, Karen was responsible for the New York metropolitan regional trust group at U.S. Trust and provided the division with technical expertise and advice on all fiduciary, risk management, and business issues. She has over 40 years of experience advising ultra high net worth families in wealth planning and fiduciary and family offices services.
Karen received her B.S. in Criminal Justice from The American University and holds her Certified Financial Planner license.
She is a past member of the Estate Planning Council of New York City, as well as a past board member and past Treasurer of Opus 118, Harlem School of Music.
Nancy is a Partner and Financial Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., working in a business development role with high net worth families and their outside advisors. She has over 30 years of experience as a trusts and estates attorney and in issues surrounding intergenerational wealth.
Prior to joining Evercore in 2008, Nancy ran the estate planning department at U.S. Trust and headed the firm’s intergenerational wealth planning group. She previously worked at Fried, Frank, Harris, Shriver & Jacobson as a trust and estates lawyer.
Nancy earned a B.A., magna cum laude, from Ithaca College and her J.D. from New England School of Law. She is a member of both the New York and Massachusetts Bar Associations.
Nancy was a founding member and continues to be a member of the Leadership Committee of the UJA-Federation of New York Lawyers Division Trusts & Estates Group. She also serves as a member of the Professional Advisors Council Committee of Lincoln Center for the Performing Arts, the Metropolitan Museum of Art’s Planned Giving Professional Advisory Council, and the Central Park Conservancy Planned Giving Professional Advisory Council. Nancy previously sat on the Board of the Irvington Institute for Immunological Research, Hospital for Special Surgery, Wilson Society Advisory Council as Co-Chair, the Museum of Modern Art’s Planned Giving Advisory Committee, the National YoungArts Foundation, the Parents’ Steering Committee at Colgate University and the Parent’s Committee at Northwestern University.
Neza Gallitano is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. She works with high net worth individuals and families to provide comprehensive, goals-based wealth planning.
She joined Evercore in 2023 from myCIO Wealth Partners, where she was a partner serving as lead financial counselor focused on complex estate and tax planning, executive benefits planning, and investment management.
Prior to joining myCIO Wealth Partners, Neza worked at Cerity Partners and Deutsche Bank.
Neza earned a B. A. in Italian Studies with a concentration in International Business from Georgetown University. She holds the CFP® and Certified Divorce Financial Analyst designations.
Russell is a Director and Portfolio Manager at Evercore Wealth Management, specializing in fixed income. He has 9 years of experience working on Evercore’s proprietary taxable and tax-exempt fixed income strategies. He is a member of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and ongoing monitoring of all third-party investment managers.
Prior to joining Evercore in 2014, Russell interned with a private banking group at Merrill Lynch, where he focused on investment research for municipalities and corporations.
Russell received a B.A. in Economics from Ithaca College in 2014 with a minor in Finance. He is a member of the Municipal Bond Buyers Conference.
Gary is a Senior Advisor to Evercore Wealth Management and is a retired Partner.
Gary joined Evercore Wealth Management in 2008 and retired as a Portfolio Manager in 2020. Before retiring, Gary worked for over 40 years in managing fixed income investment strategies.
Gary was a managing director and senior portfolio manager at U.S. Trust. As manager of the personal fixed income division, he oversaw fixed-income investment and administration for $6 billion in client assets. Following Bank of America’s acquisition of U.S. Trust in 2007, Gary was a managing director and fixed income specialist with Columbia Management. Gary joined U.S. Trust from The Portfolio Group, a Chemical Bank affiliate, where he co-founded the tax-exempt bond management service.
Gary received his B.A. in Economics from Lafayette College and his M.B.A. in Finance from New York University. He is a member of the Municipal Bond Buyers Conference.
Sebastian is a Partner and Head of Operations at Evercore Wealth Management and the Chief Operations Officer at Evercore Trust Company, N.A.
Prior to joining Evercore in 2019, Sebastian worked for six years at Shepherd Kaplan Krochuk, a Boston-based Registered Investment Adviser, as managing director of operations and chief compliance officer. He was responsible for the firm’s operations, technology development and management efforts, and for the development and ongoing review of the regulatory compliance program.
Sebastian earlier worked at JPMorgan & Chase, Co., for nine years.
He received a B.A. in Management from Manhattanville College.
Stephanie is a Partner and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments.
Stephanie is the Chair of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and ongoing monitoring of all third-party investment managers.
Stephanie joined Evercore in 2014 from Brandywine Group Advisors, a multifamily office, where she worked for eight years as an investment director, responsible for all aspects of the investment process. She previously worked at J.P. Morgan for seven years, focused on alternative asset management and private banking. She has significant experience in managing portfolios for high net worth individuals and families that invest in both alternative and traditional asset classes, including public equity, fixed income, hedge funds and private equity strategies.
Stephanie received her B.A. from the University of Colorado and her M.B.A. from Rice University’s Jones Graduate School of Business. Stephanie holds the Chartered Financial Analyst designation.
Jim is a Partner and Portfolio Manager at Evercore Wealth Management. He has over 25 years of experience in managing fixed-income investment strategies.
Prior to joining Evercore in 2008, Jim was a managing director and portfolio manager at U.S. Trust, where he managed fixed-income portfolios for high net worth individuals. Following Bank of America’s acquisition of U.S. Trust, Jim was a managing director and fixed income specialist with Columbia Management where he was part of a team with investment management responsibility for $6 billion.
Jim was earlier the head of the Fixed Income Management Department at Glickenhaus & Co., a managing director and municipal bond trader at Lebenthal & Co., and an assistant vice president and municipal bond trader at Oppenheimer & Co., where he focused primarily on securities from the states of New York, New Jersey, and Connecticut.
Jim received his B.A. in Economics from Hobart College. He is a member of the Municipal Bond Club of New York and the Executive Director and Founder of the Harborfields Lacrosse Club, a not-for-profit youth sports organization.
Helena is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., advising families on wealth planning, fiduciary, and family wealth service issues. She works closely with clients’ outside advisors to implement sophisticated planning solutions.
She joined Evercore in 2014 from U.S. Trust, where she worked for 18 years as a trust and fiduciary officer and as a lead relationship advisor to families with complex wealth management needs.
Prior to joining U.S. Trust in 1997, she worked as a financial planner and portfolio manager for Train, Smith Counsel in New York, a wealth management firm serving high net worth individuals and families. Helena has over 30 years of experience in serving high net worth families.
She received her B.A. from the State University of New York at Albany and holds a CFP® certification.
Michael is a Partner and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments.
Michael joined Evercore in 2019 from Fieldpoint Private, a boutique private bank headquartered in Greenwich, Connecticut, where he served for two years as a senior investment advisor, providing asset allocation, security selection, and estate and tax planning advice to high net worth clients. He previously worked for 13 years as a senior portfolio manager at U.S. Trust, managing $2 billion in assets for families and foundations.
Prior to joining U.S. Trust, Michael worked in education and policy as a charter member of Teach for America and as the manager of external relations at the Manhattan Institute.
Michael received a B.A. at Rutgers College and an M.B.A. from the New York University Stern School of Business.
Jeff is the Chairman of Evercore Wealth Management and Evercore Trust Company, N.A. Jeff, Chris Zander and their partners established Evercore Wealth Management in 2008. The firm is now one of the leading independent Registered Investment Advisory firms in the United States (Barron’s, Financial Advisor1).
Jeff was earlier Chairman and CEO of U.S. Trust, where he started his career in 1970 and served as President and Chief Operating Officer before he was appointed CEO in 2001 and Chairman of the Board in March 2002. In 2003, he joined Lehman Brothers as Chairman and Chief Executive Officer of Lehman Brothers Trust Company and remained with the firm through 2007.
Jeff is the author of the book, Rich in America: Secrets to Creating and Preserving Wealth. Prominent in industry activities, he is a former Chairman of the American Bankers Association’s Trust and Investment Management Division. He is also actively involved in a number of community organizations in Florida and New York. He serves on the boards of several charitable organizations and acts as Chairman of the Board of the Hebrew Home at Riverdale in New York.
Jeff holds a B.A. from Alfred University, an M.B.A. from New York University, and a J.D. from St. John’s University School of Law.
Joe is a Vice President and Portfolio Manager at Evercore Wealth Management. He analyzes investments, manages customized asset allocations and coordinates performance reporting for clients.
Prior to joining Evercore in 2023, Joe worked at Merrill Lynch as an investment management specialist, responsible for portfolio construction, investment due diligence and performance evaluation for private wealth clients. He earlier worked as a portfolio management associate with U.S. Trust, where he supported the management of global multi-asset class portfolios for high-net-worth individuals and institutions.
Joe received his B.A. from Assumption College in 2012. He holds the Chartered Financial Analyst designation awarded by the CFA Institute and is a member of the CFA Society of New York.
Kate is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A. She works with families, foundations and endowments and their other trusted advisors to provide comprehensive, multi-generational wealth planning and fiduciary advice to our clients’ families. She is a member of Evercore Trust Company’s Fiduciary Oversight Group.
Kate joined Evercore in 2009 from U.S. Trust, where she led a number of complex personal and fiduciary relationships and served as leader of the Southwest Connecticut and Long Island Trust groups.
Kate received her B.S. in Finance from Le Moyne College. She is a graduate of the New York Bankers Association Estate Administration School. Kate is a member of the Calvary Hospital Professional Advisors Council, and she volunteers as a high school student mentor through Student Sponsor Partners, a not-for-profit serving underserved NYC high school students. Kate served as a past Executive Board member and Finance Committee member of Silver Source, a not-for-profit organization serving senior adults in Fairfield County, CT.
Tom Olchon is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. He works with families, foundations and endowments and their other trusted advisors, delivering comprehensive planning and fiduciary services. Evercore Wealth Management and Evercore Trust Company, N.A. serve clients across the United States.
He joined Evercore in 2018 from Bessemer Trust, where he led a team responsible for delivering the firm’s wealth management services to ultra high net worth clients. These included investments, estate planning, tax planning, philanthropic advisory, inter-generational planning, closely held business advisory, and family office services.
Prior to joining Bessemer Trust in 2004, Tom worked as a portfolio manager at U.S. Trust, where he started his career in 2000.
Tom earned a Bachelor of Arts degree in economics at Gettysburg College and a Juris Doctor at New York Law School. He is a member of the New York Bar Association and the American Bar Association.
Alex Pavelock is a Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing client support in the fiduciary administration, wealth management and financial planning disciplines.
Prior to joining Evercore in 2022, he worked eight years as a client advisor at Bessemer Trust Company on a team responsible for delivering wealth management and trust services to ultrahigh net worth clients.
Alex received his B.A. in Economics and B.S. in Management and Business from Skidmore College and a J.D. from Fordham University School of Law. Alex holds the Certified Trust and Fiduciary Advisor designation.
Brian is a Partner and Portfolio Manager at Evercore Wealth Management, managing investments for families, foundations and endowments. He is the Chair of the Investment Policy Committee and co-Chair of the Asset Allocation Committee. He is also Head of the Fixed Income Team and a member of the Strategic Planning Committee. Brian also serves as Chief Investment Officer of Evercore Trust Company, N.A.
Brian joined Evercore in 2009 from AIG Investments where he co-managed over $60 billion in corporate bond portfolios. Brian earlier served as a corporate bond analyst, focused on basic industries, including paper/forest products, chemicals, and packaging companies. Prior to attending business school, Brian worked for the Milken Family Foundation.
Brian received his B.A. in History from the University of Pennsylvania and his M.B.A. in Finance from Columbia University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Charlie is a Partner and Portfolio Manager at Evercore Wealth Management. He is a member of the Equity Selection Committee and a co-manager of the Evercore Equity Fund, an equity mutual fund advised by the firm.
Prior to joining Evercore in 2008, Charlie was a managing director and a market investment executive for U.S. Trust, a portfolio manager in the Growth Equity Strategy Group at U.S. Trust, and a member of the division’s Investment Policy Committee. He previously worked for BNY Asset Management, the institutional investment arm of The Bank of New York, where he was head of the equity division and co-manager of the bank’s largest mutual fund at the time, The Hamilton Equity Income Fund.
Charlie earned his B.A. from Villanova University. He serves on the advisory counsel for the undergraduate school of business at Villanova University. He is also a member of the New York Society of Security Analysts, a former member of the board of trustees for The Rumson Country Day School, in Rumson, N.J. and a former member of the board of visitors for Worcester Academy in Worcester, MA.
Jay is a Partner and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments. He is a member of the Strategic Planning Committee and the Investment Management Committee.
Jay joined Evercore in 2008. He was previously a managing director at U.S. Trust, which he joined in 1983. He was responsible for managing individual client portfolios, mutual funds and common trust funds. Jay also held several management roles, including supervising all client-facing portfolio managers and managing the New York Wealth Management and Wealth Advisory Groups.
Jay earned a B.B.A degree, magna cum laude, from Boston University and an M.B.A. from New York University Graduate School of Business. He is a member of the New York Advisory Board of the Caron Treatment Centers.
Fred is a Senior Advisor to Evercore Wealth Management and is a member of the Investment Policy and Equity Selection Committees.
Fred joined Evercore in 2008 after a 40-year career at U.S. Trust. He retired in 2004 as the Vice Chairman and Chief Investment Officer.
He graduated with a B.A. with Distinction from Wesleyan University and received an M.B.A. from the University of Pennsylvania, Wharton School of Business. He served with the United States Army Security Agency from 1966 through 1967.
Fred is a former member of the New York Society of Securities Analysts, the Association for Investment Management and Research, the board of the Vero Beach Museum, the National Council of the Norman Rockwell Museum. He served as a member of the board of trustees of Wesleyan University where he was elected an Emeritus Trustee.
Cathy is a Vice President at Evercore Wealth Management and Evercore Trust Company, N.A., focused on serving high net worth individuals, families and trusts from the Evercore Wealth Management office in New York. She is a member of the Wealth and Fiduciary team.
Prior to joining Evercore in 2017, Cathy was a client service associate at U.S. Trust Bank of America, the private wealth management subsidiary of Bank of America.
Cathy received a B.A. in Business Administration from Pace University.
Chris is the President and CEO of Evercore Wealth Management and Evercore Trust Company, N.A., responsible for the overall strategic direction and management of the firm in serving families, foundations, and endowments across the United States.
Chris joined Evercore in 2008 as a founding partner at Evercore Wealth Management and the Chief Wealth & Fiduciary Advisor. He was named President of Evercore Trust Company in 2017, President of Evercore Wealth Management in 2019, and CEO of both Evercore Wealth Management and Evercore Trust Company in 2020.
Chris previously headed the U.S. Trust Multi-Family Office, leading teams across the country in providing ultra high net worth clients and their families with investments, wealth planning and fiduciary services.
As CEO of Evercore Wealth Management and Evercore Trust Company, Chris continues to advise clients across the United States.
Chris received a B.A. in Political Science from Columbia University and an M.B.A. in Finance from Fordham University. He is an Advisory Board member of The UHNW Institute and the Northwell Health estate planning committee, and the former Chairman of the Executive Committee of the Trust Management Association.
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Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisors Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
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