Jill Faherty Lloyd
Managing Director, Financial Advisor
Jill is a Managing Director and Financial Advisor at Evercore Wealth Management, responsible for business development and client relationship management. She works closely with the firm's planning and investment professionals to advise individuals and families on retirement planning, investments, and intergenerational wealth transfer, with a particular emphasis on increasing financial fluency for women through the firm's Wise Women investor educational program.
She was earlier a managing director of institutional sales at Bear Stearns & Co., Inc. and, previously, a vice president of institutional equities sales at Credit Lyonnais Securities. She also worked as a financial analyst at a hedge fund. Prior to joining Evercore Wealth Management, Jill served as President of the Board for 10 years at ASAP!, a Connecticut-based arts foundation, leading strategic planning, finance, budgeting and major donor development efforts. She is now an Emeritus Board member.
Jill received her bachelor's degree in psychology from Skidmore College. She is active in many community organizations, including the Connecticut Community Foundation Women and Philanthropy Committee, Western Connecticut Leadership Program, Washington Connecticut Economic Development Advisory Council, and 100 Women in Finance.