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August 04, 2015 2:12 PM ET

Capital Markets

Company Overview of Evercore Wealth Management, LLC

Company Overview

Evercore Wealth Management, LLC is based in the United States.

55 East 52nd Street

New York, NY 10055

United States



Key Executives for Evercore Wealth Management, LLC

Partner and Chief Executive Officer
Age: 65
Founding Partner and Fixed Income Portfolio Manager
Founding Partner and Fixed Income Portfolio Manager
Founding Partner and Fixed Income Portfolio Manager
Founding Partner and Equity Portfolio Manager
Compensation as of Fiscal Year 2015.

Evercore Wealth Management, LLC Key Developments

Evercore Wealth Management Announces Executive Appointments

Marchesani has been appointed as a managing director and wealth advisor at Evercore. She will be based in Wilmington, Delaware. Before joining Evercore, Marchesani held the role of a senior fiduciary advisor at Wilmington Trust Company, where she joined in 2011. Prior to joining Wilmington, she served in senior fiduciary positions at Wells Fargo and PNC, and also served as an estate planning tax attorney. Weisser has been hired in the capacity of a managing director and wealth advisor at Evercore, and will be based in San Francisco in the new role. She most recently served as a wealth management executive at Mechanics Bank, where she had an eight-year stint.

Evercore Wealth Management LLC Appoints John Sawin as Vice President and Financial Advisor at the San Francisco Office

Evercore Wealth Management LLC announced the appointment of John Sawin as Vice President and Financial Advisor at the San Francisco office of the firm. Mr. Sawin worked for five years as an investment banker in the global technology group at Barclays. Mr. Sawin reports to Iain Silverthorne, a Partner and Wealth Advisor at Evercore Wealth Management.

Evercore Wealth Management Promotes Brian Pollak from Executive to Partner

Evercore Wealth Management Llc has announced the promotion of portfolio manager, Brian Pollak, to partner. Pollak joined Evercore Wealth Management in 2009, shortly after the firm's inception, and is responsible for taxable bond investments for individual and institutional clients. He also leads the Evercore Wealth Management Manager Selection Committee, which complements the firm's core investment capabilities with allocations to third-party advisors.

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