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Mike is a Partner and Portfolio Manager at Evercore Wealth Management and a member of the firm’s Equity Selection Committee. He is also a portfolio manager of the Evercore Equity Fund, an equity mutual fund advised by the firm. Mike has over 20 years of equity analysis and portfolio management experience.
Mike joined Evercore in September 2011 after 11 years as an investment principal and a portfolio manager at Lowry Hill. He previously worked at Wells Fargo Private Asset Management.
He received a B.A. in Economics and Computer Science at St. John’s University in Collegeville, Minnesota. He holds the Chartered Financial Analyst (CFA) designation.
Mike is President of the Board of the Maple Grove Youth Lacrosse Association, and a member of the investment committee of the Children’s Theatre Company.
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
