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Sandy Panetta

Partner, Portfolio Manager

Sandy joined Evercore Wealth Management in 2008. She has over 23 years experience managing fixed income portfolios for high-net-worth individuals. Following Bank of America's acquisition of U.S. Trust, Sandy served as a Managing Director and Senior Portfolio Manager with Columbia Management where she oversaw tax-exempt cash management for high net worth individuals. In this role she was responsible for the investment of over $1.6 billion of client assets. Prior to joining Columbia Management, Sandy created and managed the tax-exempt cash management service at U.S.Trust, including both trading and managing tax-exempt cash-equivalent portfolios for high net worth clients. Until assumed by Columbia Management in 2008, Sandy served as the portfolio manager for the Excelsior Tax-Exempt Money Market Fund (since 1989), and for the Excelsior New York Money Market Fund (since its inception in 1998). Sandy is a member of the Women's Bond Club of New York and is on the Investor Advisory Committee of the Municipal Securities Rulemaking Board. She received her B.A. in Economics from the State University of New York at Oneonta.

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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