Jill Faherty Lloyd
Jill is a Managing Director and Financial Advisor at Evercore Wealth Management, focused on 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 among 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 Iridian Asset Management and Red Coat Capital. Prior to joining Evercore in 2016, 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 is also a member of the New York Society of Security Analysts and 100 Women in Finance.
Jill received her B.A. in Psychology from Skidmore College. She is active in many community organizations, including the Pilobolus Five Senses Festival, High Water Women, Connecticut Community Foundation Women and Girls Fund, and Washington Connecticut Economic Development Advisory Council.