Our Team
Dan Stolfa
Dan Stolfa is a managing director and wealth & fiduciary advisor at Evercore Wealth Management in Minneapolis and Evercore Trust Company NA. He works with families throughout the Midwest to identify financial planning needs and implement solutions.
Before joining Evercore in 2018, Mr. Stolfa worked as a private wealth advisor to high-net-worth families at Stiles Financial Services and as a private wealth advisor at Stolfa Private Wealth Advisors and the Private Banking and Investment Group at Merrill Lynch. He also practiced law as an estate planning attorney, served as the planned giving officer for Mitchell Hamline School of Law and worked as a senior tax specialist with KPMG.
Mr. Stolfa earned a J.D. and an LL.M. in taxation at the Mitchell Hamline School of Law. He is a certified financial planner and holds the accredited investment fiduciary designation.