Evercore Wealth Management Names Kait Oliveira as Managing Director, Portfolio Manager
Evercore Wealth Management today announced the appointment of Kait Oliveira as managing director and portfolio manager. She advises ultra-high-net worth families, business owners, financial professionals and senior corporate executives, delivering tailored investment strategies that integrate disciplined portfolio construction with deep investment analysis, to help clients grow and preserve wealth across generations.
Evercore Wealth Management Names Jonathan Kropf Partner and Head of San Francisco Office
Evercore Wealth Management today announced the appointment of Jonathan Kropf as partner and head of the San Francisco office. He is also named a managing director at Evercore Trust Company NA.
Evercore Wealth Management Names Tracy Schneider to Managing Director and Director of Marketing and Sales Coordination
Evercore Wealth Management today announced the appointment of Tracy Schneider to managing director and director of marketing and sales coordination. Based in New York City, Ms. Schneider manages the firm’s marketing efforts and works with Evercore Wealth Management and Evercore Trust Company advisors to serve ultra-high-net-worth families, foundations and endowments.
Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor
Evercore Wealth Management today announced the appointment of Neza Gallitano to Managing Director, Wealth and Fiduciary Advisor. She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.
