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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.

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Recent Transactions

  • October 2014

    Occidental Petroleum Corporation

    Advising Occidental Petroleum Corporation on the spin-off of its California oil and gas business, California Resources Corporation
  • September 2014

    Athlon Energy

    Advising Athlon Energy on its $7.1 billion sale to Encana Corporation
  • August 2014

    Tribune Media Company

    Advised Tribune Media Company on the $545 million spin-off of Tribune Publishing Company