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Winnie is a Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, serving high net worth families.
Prior to joining Evercore in 2025, Winnie worked as a private wealth advisor at Silicon Valley Bank, a division of First Citizens Bank. She previously worked at Northern Trust.
Winnie is a graduate of San Francisco State University with a B.S. in Business Administration focused on finance and banking. She holds the Certified Financial Planner designation.
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
