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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.
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
