Evercore Wealth Management, LLC
Partner and the National Director of Wealth Planning
[email protected]
(415) 288-3012
About Us: Evercore Wealth Management and Evercore Trust Company are part of Evercore, the global independent investment banking advisory firm (NYSE: EVR).
Evercore Wealth Management is one of the leading Registered Investment Advisors in the United States (Barron’s, Financial Times, Financial Advisor), and Evercore Trust Company provides clients with a modern, more personal alternative to the traditional trust companies.