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

Rhea-AI Summary

Evercore Wealth Management appoints Sean Brady as Managing Director, Wealth and Fiduciary Advisor. Ticker Symbol: EWM. Sean Brady joins from Clarfeld Citizens Private Wealth, bringing 14 years of experience in financial planning and investment. He will work with ultra-high-net-worth client families, foundations, and endowments in New York City, supporting the firm's growth.

NEW YORK--(BUSINESS WIRE)-- 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.

Mr. Brady joins Evercore from Clarfeld Citizens Private Wealth, where he worked for 14 years as a senior advisor to ultra-high-net-worth families, business owners, private equity principals, and corporate executives. He contributed to the firm’s financial planning strategy and business development efforts throughout the Northeast.

"We are pleased to welcome Sean to our team,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Co. NA. “His strong financial planning and investment experience, together with his commitment to developing long-term client relationships, will help support the continued growth of our firm.”

Mr. Brady earned a B.B.A in finance and economics from Queens College and an MBA from the Zicklin School of Business at Baruch College. He also holds the CFP certification.

About Evercore Wealth Management

Evercore Wealth Management LLC, a subsidiary of Evercore Inc., serves high-net-worth families, foundations, and endowments across the United States, delivering customized strategic wealth planning, investment management, and trust and custody services. The firm manages $11.2 billion in client assets as of September 30, 2023. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A., a national trust bank regulated by the Office of the Comptroller of the Currency. More information about planning, investing and personal fiduciary services at Evercore Wealth Management and Evercore Trust Company N.A. can be found at www.evercorewealthandtrust.com.

About Evercore

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings and capital structure. Evercore also assists clients in raising public and private capital, delivers equity research and equity sales and agency trading execution, and provides wealth and investment management services to high-net-worth and institutional investors. Founded in 1995, the firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in the Americas, Europe, the Middle East and Asia. For more information, please visit www.evercore.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240111938635/en/

Investor Contact:

Katy Haber

Head of Investor Relations & ESG

InvestorRelations@Evercore.com

Media Contact:

Aline Sullivan

Lexicon Associates, for Evercore Wealth Management, LLC and Evercore Trust Company, N.A.

+1.203.918.3389

Source: Evercore

FAQ

Who is the new Managing Director of Evercore Wealth Management?

Sean Brady has been appointed as the new Managing Director of Evercore Wealth Management.

Where is Sean Brady based?

Sean Brady is based in New York City.

What is Sean Brady's background?

Sean Brady worked for 14 years at Clarfeld Citizens Private Wealth as a senior advisor to ultra-high-net-worth families, business owners, private equity principals, and corporate executives.

What are Sean Brady's qualifications?

Sean Brady earned a B.B.A in finance and economics from Queens College, an MBA from the Zicklin School of Business at Baruch College, and holds the CFP certification.

Who is the CEO of Evercore Wealth Management?

Chris Zander is the CEO of Evercore Wealth Management and Evercore Trust Co. NA.