Skip to the main content.

team

Bruce Elwell

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.

< Back to Team

Clients First,
Always

Careers

Intern, Analyst and Associate Positions

Evercore's robust programs for undergraduate and graduate students offer career opportunities we believe are unmatched in the industry, including training, mentorship activities, and hands-on transaction experience...
more >

Experienced Hires

Evercore's rapid global expansion and growing industry sector coverage requires that we consistently seek and hire exceptionally-talented senior executives to join our team...
more >

Recent Transactions

  • February 5, 2013

    Dell

    $18.2 billion
    Advising Special Committee of the Board of Directors of Dell on Dell's sale to Michael Dell and Silver Lake Partners
  • January 16, 2013

    Primaris Retail REIT

    $4.5 billion
    Advised Primaris Retail REIT on its sale to H&R REIT
  • October 23, 2012

    Ally Financial

    $4.1 billion
    Advising Ally Financial on the sale of its Canadian operations to Royal Bank of Canada