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Evercore Wealth Management Names Tracy Schneider to Managing Director and Director of Marketing and Sales Coordination

Evercore Wealth Management today announced the appointment of Tracy Schneider to managing director and director of marketing and sales coordination. Based in New York City, Ms. Schneider manages the firm’s marketing efforts and works with Evercore Wealth Management and Evercore Trust Company advisors to serve ultra-high-net-worth families, foundations and endowments.

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Evercore Wealth Management Names Paula Stumne Managing Director, Wealth and Fiduciary Advisor

Evercore Wealth Management today announced the appointment of Paula Stumne to managing director, wealth and fiduciary advisor. Ms. Stumne is based in Minneapolis and works directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.

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Evercore Wealth Management Names Sean Brady Managing Director, Wealth and Fiduciary Advisor

Evercore Wealth Management today announced the appointment of Sean Brady to Managing Director, Wealth and Fiduciary Advisor. Mr. Brady is based in New York City and will work directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.

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Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor

Evercore Wealth Management today announced the appointment of Neza Gallitano to Managing Director, Wealth and Fiduciary Advisor. She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.

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Evercore Wealth Management Promotes Michael Kirkbride, Aldo Palles and Ross Saia to Partner

Evercore Wealth Management today announced the promotions of Portfolio Manager Michael Kirkbride, Portfolio Manager Aldo Palles, and Wealth and Fiduciary Advisor Ross Saia to partner. Mr. Kirkbride is based at the Evercore headquarters in New York City; Mr. Palles and Mr. Saia are based at the Evercore Wealth Management and Evercore Trust Company, N.A. office in Palm Beach, Florida.

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