Our Team

Paulo Coelho

  • Managing Director, Wealth & Fiduciary Advisor
  • Wealth Management
  • New York

Paulo Coelho is a managing director and wealth & fiduciary advisor at Evercore Wealth Management and Evercore Trust Company NA, serving families, foundations and endowments.

Mr. Coelho joined the firm in 2012 from Convergent Wealth Advisors, where he served as a lead advisor to high-net-worth families, responsible for designing and implementing wealth management strategies. He was previously a senior investment analyst at Ipreo and a senior analyst at Thomson Reuters.

Mr. Coelho received a B.A. in economics & business and international affairs from Lafayette College. He holds the certified trust and fiduciary advisor designation. In addition to English, he speaks Portuguese and Spanish.