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Evercore Wealth Management today announced the promotions of Paulo Coelho, Neza Gallitano and Alex Lyden to partner. Mr. Coelho and Ms. Gallitano are wealth & fiduciary advisors at Evercore Wealth Management and its affiliate, Evercore Trust Company N.A.; Mr. Lyden is the chief fiduciary officer at Evercore Trust Company.
“Paulo, Neza and Alex are strong contributors to our firm, focused on meeting clients’ financial goals and earning their trust,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company. “I am pleased to recognize their success and look forward to working with them as they continue to develop as leaders in our business.”
Mr. Coelho works with families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services. He joined Evercore in 2012 from Convergent Wealth Advisors, where he served as a lead advisor to family clients. He received a B.A. in economics & business and international affairs from Lafayette College. Mr. Coelho holds the Certified Trust and Fiduciary Advisor designation.
Ms. Gallitano works with individuals and families to provide comprehensive, goals-based wealth planning and fiduciary services. She joined Evercore in 2023 from myCIO Wealth Partners, where she was a partner. She earlier worked at Cerity Partners and Deutsche Bank. She earned a B.A. in Italian studies with a concentration in international business from Georgetown University. Ms. Gallitano holds the Certified Financial Planner® and Certified Divorce Financial Analyst® designations.
In addition to his roles as partner and chief fiduciary officer, Mr. Lyden serves as director of Delaware Trust Services and Trust Counsel at Evercore Trust Company. He is also the chair of Evercore Trust Company’s Personal Trust Advisory Committee, which is responsible for setting the firm’s fiduciary policy for the personal trust business, and chair of Evercore Trust Company’s Fiduciary Oversight Group.
Prior to joining Evercore in 2021, Mr. Lyden served as president of Christiana Trust Company of Delaware, a wholly owned subsidiary of WSFS Financial Corp. He previously served as trust counsel to Commonwealth Trust Company and practiced as an estate planning and tax attorney in Pennsylvania. Mr. Lyden earned a B.A. with distinction from Yale University, and both a J.D. and an LL.M. in taxation from the James E. Beasley School of Law at Temple University.
Mr. Coelho and Ms. Gallitano are based at the New York headquarters of Evercore Wealth Management. Mr. Lyden is based in Wilmington, Delaware, the headquarters of Evercore Trust Company. Evercore Wealth Management and Evercore Trust Company serve clients across the United States.
Mr. Kropf joined Evercore in January 2025 from IEQ Capital, where he worked with advisor teams focused on business growth. Previously, he held a similar role as an executive at First Republic Private Wealth Management. He began his career at
the U.S. Securities and Exchange Commission in Washington, D.C. Mr. Kropf has additionally worked as a management consultant at PwC, advising asset managers and the U.S. Department of Treasury.
Mr. Kropf succeeds Keith McWilliams in leading the Evercore Wealth Management San Francisco office. Mr. McWilliams continues as a partner and wealth & fiduciary advisor at the firm, working with ultra-high-net-worth clients, foundations and
endowments.
“We are excited to welcome Jon to our growing firm,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company. “Jon is an experienced, high-energy wealth management leader who will build on the successes of Keith
McWilliams and our San Francisco team to serve our clients and grow our business.”
Mr. Kropf is a member of the Evercore Wealth Management Strategic Planning Committee.
He earned his B.A. from Macalester College.
Evercore Wealth Management today announced the appointment of Tracy Schneider to managing director and director of marketing and sales coordination. Based in New York City, Ms. Schneider manages the firm’s marketing efforts and works with Evercore Wealth Management and Evercore Trust Company advisors to serve ultra-high-net-worth families,foundations and endowments.
Ms. Schneider joins Evercore from J.P.Morgan Wealth Management, where she was an executive director in an ultra-high-net-worth advisory team, and previously led the ultra-high-net-worth advisor marketing program. Prior to J.P. Morgan, she was a director at AllianceBernstein, in the private wealth management group.
“We are happy to welcome Tracy to our team,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company NA. “Her deep experience in supporting ultra-high-net-worth client teams will contribute to the continued growth of our firm across the United States.”
Ms. Schneider earned herB.B.A. degree in finance from the George Washington University.
Evercore Wealth Management today announced the appointment of Paula Stumne to managing director, wealth and fiduciary advisor.
Ms. Stumne is based in Minneapolis and works directly with ultra high net worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services. Ms. Stumne joins Evercore from Bremer Bank, where she was a senior wealth advisor to ultra high net worth families. Earlier, she worked for Wells Fargo for 17 years, focusing on estate and financial planning, trust and estate administration, and philanthropic planning. She also was an estate planning attorney at Briggs and Morgan, now Taft Law.
“We are pleased to welcome Paula to our national team,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company N.A. “Her 25 years of wealth planning and trust and fiduciary experience will make her a strong contributor to the continued growth of our firm in the Midwest.”
Ms. Stumne earned a B.S.B. degree in accounting from the University of Minnesota’s Carlson School of Management and her J.D. and LL.M. in taxation at the Mitchell Hamline School of Law.
New York: Evercore Wealth Management today announced the appointment of Sean Brady to Managing Director, Wealth and Fiduciary Advisor.
Mr. Brady is based in New York City and will work directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.
Mr. Brady joins Evercore 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 corporate executives. He contributed to the firm’s financial planning strategy and business development efforts throughout the Northeast.
“We are pleased to welcome Sean to our team,” said Chris Zander, CEO of Evercore Wealth Management and Evercore TrustCo. NA. “His strong financial planning and investment experience, together with his commitment to developing long-term client relationships, will help support the continued growth of our firm.”
Mr. Brady 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.
Evercore Wealth Management today announced the appointment of Neza Gallitano to Managing Director, Wealth and Fiduciary Advisor.
She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.
Ms. Gallitano joins Evercore from myCIO Wealth Partners, LLC, where she was a partner and a member of the firm’s investment advisory committee, serving as the lead financial counselor, focused on complex estate and tax planning, executive benefits planning, and investment management. Prior to joining myCIO in 2020, Ms. Gallitano worked at Cerity Partners and Deutsche Bank. She has 12 years of experience in wealth management.
“Neza’s strong planning background, notably in complex planning situations, and commitment to client families makes her a natural fit for our firm,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A. “She is a welcome addition to our growing national team.”
Ms. Gallitano earned a B.A. from Georgetown University in Italian studies, with a concentration in international business. She holds the Certified Financial Planner™ and Certified Divorce Financial Analyst designations.
Evercore Wealth Management today announced the appointment of Sebastian Granzo to Partner.
He continues in his roles as Head of Operations at Evercore Wealth Management and Chief Operations Officer at Evercore Trust Company, N.A.
Mr. Granzo joined Evercore in 2019 as a Managing Director at Evercore Wealth Management and Evercore Trust Company. He previously worked for six years at Shepherd Kaplan Krochuk, a Boston-based Registered Investment Adviser, as Managing Director of Operations and the Chief Compliance Officer. He earlier worked for nine years at JPMorgan & Chase,Co., where he started his career and assumed a variety of roles with increasing responsibility.
“Sebastian is making significant contributions in our growing firm and I am delighted to announce his elevation to Partner,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company. “He is a strong and empathetic manager, an effective project leader, and a strategic thinker, who shares our values and demonstrates a clear understanding of our goals across our technology, client services and investment support operations.”
Mr. Granzo is based in New York City and reports to Mr. Zander. He received a B.A. in Management from Manhattanville College.
Evercore Wealth Management today announced the appointment of Eva Anthony as Managing Director and Wealth & Fiduciary Advisor of Evercore Wealth Management and Evercore Trust Company, N.A.
Ms. Anthony joins Evercore from BNY Mellon Wealth Management, where she worked as a senior fiduciary specialist, providing fiduciary and planning advice to high net worth clients. Prior to joining BNY Mellon in 2015, she worked as a lead trust officer at Morgan Stanley Private Bank, N.A. and, earlier, as senior trust officer and trust counsel at Fiduciary Trust Company International. Ms. Anthony began her career as a trusts and estate lawyer.
“We are pleased to welcome Eva to our firm,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company. “Her professional experience and team approach in serving families with complex wealth planning and fiduciary needs will contribute to our continued growth.”
Ms. Anthony is based in the New York office of Evercore Wealth Management.
Ms. Anthony received a B.A. from the Cooper Union for the Advancement of Science and Art and a J.D. from Brooklyn Law School. She is admitted to the bar in both New York and New Jersey and is a member of the New York State Bar Association. She currently serves on the board of the New York Civil Liberties Union as Chair of the Audit and Oversight Committee. She previously served on the board of the LGBT Bar Association of Greater New York.
Evercore Wealth Management today announced the appointment of Justin Miller as Partner and National Director of Wealth Planning.
Mr. Miller will additionally serve as a Senior Wealth and Fiduciary Advisor at the San Francisco office of Evercore Wealth Management and Evercore Trust Company, N.A.
Mr. Miller joins Evercore from BNY Mellon Wealth Management, where he worked as a national wealth strategist, advising clients on tax, trusts and estates, charitable planning and family governance. Prior to joining BNY Mellon in 2011, he worked at Wells Fargo and, earlier, at Sidley Austin, where he began his career as a tax attorney.
“Justin is a welcome addition to our growing national team,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company. “His deep industry knowledge, broad professional network and positive attitude make him a terrific fit for our firm.”
Mr. Miller is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. He has served in leadership positions with the American Bar Association, California Bar Foundation, San Francisco Estate Planning Council, and State Bar of California, and is a former editor-in-chief of the California Tax Lawyer. Additionally, he is a past recipient of the Outstanding Conference Speaker Award from the California Society of CPAs and the V. Judson Klein Award from the California Tax Bar.
Mr. Miller received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law. He also holds the Accredited Estate Planner® and CERTIFIED FINANCIAL PLANNER™ designations and is a member of the State Bar of California.
Evercore Wealth Management today announced the appointment of Alex Lyden-Horn as Managing Director, Director of Delaware Trust Services and Trust Counsel at Evercore Trust Company, N.A.
Mr. Lyden-Horn joins Evercore from Christiana Trust Company of Delaware, a wholly-owned subsidiary of WSFS Financial Corporation, where he served as President. Prior to joining Christiana Trust in 2015, he served as Trust Counsel to Commonwealth Trust Company for two years and, earlier, practiced as an attorney.
“Alex is a welcome addition to our growing team,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company. “His professional experience, along with his commitment to outstanding client service, further strengthens our national and Delaware trust and fiduciary capabilities.”
Mr. Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.
Mr. Lyden-Horn earned a B.A. with distinction from Yale University, and both a J.D. and an LL.M. in taxation from the James E. Beasley School of Law at Temple University. He is a member of the Pennsylvania and New Jersey bars and a member of the Delaware bar under Rule 55.1.
The American Bankers Association named Mr. Lyden-Horn among the “40 Under 40 in Wealth Management” in 2021.
Evercore Wealth Management today announced the promotion of three to Partner and two to Managing Director.
“I’d like to congratulate our colleagues on their well-deserved promotions,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A. “Our three new Partners and two new Managing Directors have demonstrated their commitment to the values of our firm,
through the excellence of their work, their integrity and their constant client focus.”
The three new Partners are:
Ruth Calaman is the General Counsel and Chief Compliance Officer at Evercore Wealth Management and Evercore Trust Company, N.A. responsible for all aspects of legal and compliance. 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.
Ms. Calaman received a B.A. in Latin American Studies from Brown University and a J.D. from St. John’s University School of Law. 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. She is a member of the Fiduciary and Investment Risk Management Association, Inc. (FIRMA) and Co-Chair of the National Women’s Law Center Leadership Advisory Committee.
Howard Cure is the Director of Municipal Bond Research at Evercore Wealth Management. Prior to joining Evercore in 2009, he was a director at the Public Finance Department of Financial Guaranty Insurance Company. He previously worked at the investment banking firm of Prager, Sealy& Co. and, earlier, at Moody’s Investors Service. He began his career as an economist with the New York State Senate Finance Committee in Albany, New York.
Mr. Cure 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 Business from the McCombs School of Business at the University of Texas.
Ashley Ferriello is a Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., advising high net worth individuals and families on strategic wealth planning and delivering trust and family office services. She joined Evercore in 2009 as a fixed income portfolio assistant; this is her fifth promotion since joining the firm in 2009.
Ms. Ferriello received her B.A. from the University of Virginia. She holds the Certified Trust and Fiduciary Advisor designation and has achieved the Cannon Financial Institute’s Honor Graduate status.
The new Managing Directors are:
Paulo Coelho is a Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing strategic wealth planning advice to families, foundations and endowments. He joined Evercore in 2012 from Convergent Wealth Advisors, where he served as a lead advisor to high net worth families. Paulo was previously a senior investment analyst at Ipreo and, earlier, a senior analyst at Thomson Reuters.
Mr. Coelho received a B.A. in Economics & Business and International Affairs from Lafayette College. He holds the Certified Trust and Fiduciary Advisor designation.
Jennifer Tse is a Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., focused on financial planning, estate and wealth transfer planning and goals-based asset allocation for families. Prior to joining Evercore in 2009, she worked as a client portfolio management analyst in the private wealth management and investment management divisions of J.P. Morgan.
Ms. Tse received a B.A. in Economics and Psychology from the University of Michigan. She also holds a CFP® certification, the Certified Trust and Fiduciary Advisor designation, and is a member of the Financial Planning Association.
Why own bonds now, when rates are so low and states face significant fiscal challenges in managing the impact of COVID-19? While it’s difficult to argue that yields are attractive, Evercore Wealth Management Partner and Portfolio Manager Jim Holihan and Howard Cure, our Director of Municipal Bond Research, make the case in our paper, Got Munis? The Case for Bonds as States Adjust Budgets, for most retaining a core allocation to municipal bonds, as well as other defensive assets. Credit analysis, careful selection and constant monitoring are key in the management of customized portfolios.
To download a copy, click here; if you would like more information about this paper or any of our wealth and investment perspectives, please contact Jay Springer at springer@evercore.com.
All of us at Evercore are committed to doing our part in the business community to help contain the spread of COVID-19, and to protect our colleagues, clients, friends and families. We have activated our business continuity plan and instructed most of our staff to work on a remote basis, effective Monday, March 16.
Evercore Wealth Management and Evercore Trust clients will experience no disruption in our wealth management services. We are fully prepared and equipped to maintain the same level of contact with our clients in delivering comprehensive planning, investing and fiduciary services.
Please note the following:
We know that this is a worrisome and uncertain time, both in the markets and in our society. We will stay close to our clients throughout this period and remain focused on meeting long-term goals and sustaining the trust they have placed in our people and our firm.
Evercore Wealth Management today announced the appointment of Michael Beck as a Managing Director and Portfolio Manager.
Mr. Beck joins Evercore from Goldman Sachs, where he advised and managed portfolios for high net worth clients including partners in the firm and financial services executives, and for family offices, foundations and endowments. He worked at Goldman Sachs for seven years; he was earlier a trader at Edward Jones Investments, where he started his career in 2007.
“Michael’s energy, experience and strong relationships in the financial services community make him a welcome addition to our team,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A. “He shares our values of working directly with clients, providing comprehensive advice and service, and top-tier investment performance.”
Mr. Beck is based in New York and reports to Jay Springer, a Partner and Portfolio Manager at Evercore Wealth Management.
Mr. Beck earned a B.S. from Pennsylvania State University and an M.B.A. from the Cornell SC Johnson Graduate School of Management, with a concentration in Capital Markets and Asset Management.
Mr. Beck serves as Vice Chair of the Board of The Financial Clinic, a non-profit organization championing financial literacy and economic security.
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 Advisers 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.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25