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Martha Pomerantz, Partner, and Portfolio Manager highlights the firm's commitment to client education through a range of tailored programs. These events cater to a diverse group of clients, from seasoned investors to individuals navigating new wealth, fostering financial understanding and community learning.
Martha is a Partner and Portfolio Manager at Evercore Wealth Management and the manager of the firm’s Minneapolis office. She is a member of the firm’s Strategic Planning Committee and the firm’s investment decision-making body, the Asset Allocation Committee.
Martha joined Evercore in 2011 with several partners to establish the firm’s Midwest office. She previously served as an investment principal and the co-chair of the Investment Committee at Lowry Hill, a wealth management firm in Minneapolis. She earlier worked as a securities analyst for Schroder Wertheim in New York.
She received a B.A. from Northwestern University and an M.B.A. from the J.L. Kellogg School of Management.
Martha serves on the board of trustees for Miss Porter’s School, a girls’ boarding school in Farmington, CT, and is the Chair of the Investment Committee for the school’s endowment. She is a member of the Minnesota Women’s Economic Roundtable, a small invitation-only forum for women leaders to share insights on broad economic issues.
Belinda is a Managing Director and Head of Technology Strategy & Investment Reporting at Evercore Wealth Management and Evercore Trust Company. She leads platform migration, data strategy, performance reporting and the identification of evaluating technology tools.
Belinda joined Evercore Wealth Management in June, 2025 from Ridgeline, where she worked as the director of consulting. She previously worked at Accusource, as the chief business officer and, earlier, at Shepherd Kaplan Krochuk, where she built and led the analytics team and as a project manager at SS&C Advent.
Belinda earned her Master’s of Liberal Arts from Harvard (general management and a concentration in finance), and her B.A. in Anthropology from the University of Pennsylvania.
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
