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Stephanie Hackett, a portfolio manager, discusses the value of illiquid alternatives, including private equity, and the importance of rigorous manager selection. She explains how the due diligence process evaluates investment strategy, team strength, historical performance, and fund structure.
Stephanie is a Partner and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments.
Stephanie is the Chair of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and ongoing monitoring of all third-party investment managers.
Stephanie joined Evercore in 2014 from Brandywine Group Advisors, a multifamily office, where she worked for eight years as an investment director, responsible for all aspects of the investment process. She previously worked at J.P. Morgan for seven years, focused on alternative asset management and private banking. She has significant experience in managing portfolios for high net worth individuals and families that invest in both alternative and traditional asset classes, including public equity, fixed income, hedge funds and private equity strategies.
Stephanie received her B.A. from the University of Colorado and her M.B.A. from Rice University’s Jones Graduate School of Business. Stephanie holds the Chartered Financial Analyst designation.
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