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Neza Gallitano, Wealth and Fiduciary Advisor outlines key considerations for managing executive compensation. With regulatory changes and evolving corporate governance, executives must understand the structure, tax implications, and risks of stock options, restricted stock, and performance-based awards.
Neza is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A. She works with high net worth individuals and families to provide comprehensive, goals-based wealth planning.
She joined Evercore in 2023 from myCIO Wealth Partners, where she was a partner serving as lead financial counselor focused on complex estate and tax planning, executive benefits planning, and investment management.
Prior to joining myCIO Wealth Partners, Neza worked at Cerity Partners and Deutsche Bank.
Neza earned a B. A. in Italian Studies with a concentration in International Business from Georgetown University. She holds the CFP® and Certified Divorce Financial Analyst designations.
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
