Partner, Portfolio Manager
Bruce Elwell brings over 33 years of experience in managing balanced portfolios for high net worth clients. Prior to joining Evercore Wealth Management in 2009, he was a Managing Director of U.S. Trust which he joined in 1997. While at U.S. Trust, Bruce managed multi-asset class portfolios for individual clients, served on numerous national investment policy committees and supervised client-facing portfolio managers in Northern California. Prior to U.S. Trust, Bruce served for twelve years as a regional chief investment officer for Chicago's Harris Private Bank. Bruce received his B.A., Magna Cum Laude, from Princeton University in 1972. He is a member of the San Francisco Financial Analysts' Society.