close
Ashley Ferriello, a Wealth and Fiduciary Advisor, comments on how lifestyle financial planning can support family values through educational funding. She outlines three key strategies—529 plans, irrevocable grantor trusts, and direct tuition payments—all designed to help families invest in education in tax-efficient and flexible ways.
Ashley is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., serving high-net-worth individuals and families from the Evercore Wealth Management office in New York.
She joined Evercore in 2009 as a fixed income portfolio assistant, providing trading and operational support to the firm’s tax-exempt and taxable fixed income portfolio managers. She was promoted to her current role in 2012. Prior to joining Evercore Wealth Management, she worked in equity research at FBR Capital Markets.
Ashley received her B.A. from the University of Virginia. She holds the Certified Trust and Fiduciary Advisor designation and has achieved Cannon Financial lnstitute’s Honor Graduate status.
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
