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Kate Mulvaney, a Wealth and Fiduciary Advisor, explores strategic and tax-efficient approaches to charitable giving as part of long-term wealth planning. She highlights the importance of aligning philanthropic contributions with a family’s financial situation, values, and legacy goals.
Kate is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A. She works with families, foundations and endowments and their other trusted advisors to provide comprehensive, multi-generational wealth planning and fiduciary advice to our clients’ families. She is a member of Evercore Trust Company’s Fiduciary Oversight Group.
Kate joined Evercore in 2009 from U.S. Trust, where she led a number of complex personal and fiduciary relationships and served as leader of the Southwest Connecticut and Long Island Trust groups.
Kate received her B.S. in Finance from Le Moyne College. She is a graduate of the New York Bankers Association Estate Administration School. Kate is a member of the Calvary Hospital Professional Advisors Council, and she volunteers as a high school student mentor through Student Sponsor Partners, a not-for-profit serving underserved NYC high school students. Kate served as a past Executive Board member and Finance Committee member of Silver Source, a not-for-profit organization serving senior adults in Fairfield County, CT.
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