Evercore Wealth Management Promotes Paulo Coelho, Neza Gallitano and Alex Lyden to Partner
Evercore Wealth Management (NYSE: EVR) has announced the promotion of three professionals to partner positions. Paulo Coelho and Neza Gallitano serve as wealth & fiduciary advisors, while Alex Lyden holds the position of chief fiduciary officer at Evercore Trust Company.
Coelho, who joined in 2012, specializes in strategic wealth planning for families and foundations. Gallitano, a 2023 hire, brings expertise in comprehensive wealth planning with CFP® and CDFA® certifications. Lyden, who joined in 2021, serves as director of Delaware Trust Services and chairs both the Personal Trust Advisory Committee and Fiduciary Oversight Group.
The firm manages $13.8 billion in client assets as of December 31, 2024, providing strategic wealth planning, investment management, and trust services to high-net-worth families, foundations, and endowments across the United States through its wealth management subsidiary and Wilmington-based trust company.
Evercore Wealth Management (NYSE: EVR) ha annunciato la promozione di tre professionisti a posizioni di partner. Paulo Coelho e Neza Gallitano lavorano come consulenti patrimoniali e fiduciari, mentre Alex Lyden ricopre il ruolo di chief fiduciary officer presso Evercore Trust Company.
Coelho, che è entrato a far parte dell'azienda nel 2012, si specializza nella pianificazione strategica della ricchezza per famiglie e fondazioni. Gallitano, assunta nel 2023, porta con sé competenze nella pianificazione patrimoniale completa con certificazioni CFP® e CDFA®. Lyden, entrato nel 2021, è direttore dei Delaware Trust Services e presiede sia il Comitato Consultivo dei Trust Personali che il Gruppo di Vigilanza Fiduciaria.
L'azienda gestisce $13,8 miliardi in attivi dei clienti al 31 dicembre 2024, fornendo pianificazione strategica della ricchezza, gestione degli investimenti e servizi fiduciari a famiglie ad alto patrimonio netto, fondazioni e sovvenzioni in tutto il territorio degli Stati Uniti attraverso la sua controllata di gestione patrimoniale e la compagnia fiduciaria con sede a Wilmington.
Evercore Wealth Management (NYSE: EVR) ha anunciado la promoción de tres profesionales a posiciones de socio. Paulo Coelho y Neza Gallitano actúan como asesores patrimoniales y fiduciarios, mientras que Alex Lyden ocupa el cargo de chief fiduciary officer en Evercore Trust Company.
Coelho, quien se unió en 2012, se especializa en la planificación estratégica de la riqueza para familias y fundaciones. Gallitano, contratada en 2023, aporta experiencia en planificación patrimonial integral con certificaciones CFP® y CDFA®. Lyden, que se unió en 2021, es director de Delaware Trust Services y preside tanto el Comité Asesor de Fideicomisos Personales como el Grupo de Supervisión Fiduciaria.
La firma gestiona $13.8 mil millones en activos de clientes al 31 de diciembre de 2024, proporcionando planificación estratégica de la riqueza, gestión de inversiones y servicios fiduciarios a familias de alto patrimonio, fundaciones y dotaciones en todo Estados Unidos a través de su filial de gestión patrimonial y la compañía fiduciaria con sede en Wilmington.
Evercore Wealth Management (NYSE: EVR)는 세 명의 전문가를 파트너 직위로 승진시켰다고 발표했습니다. Paulo Coelho와 Neza Gallitano는 자산 및 신탁 고문으로 활동하며, Alex Lyden은 Evercore Trust Company에서 최고 신탁 책임자 직위를 맡고 있습니다.
2012년에 합류한 Coelho는 가족 및 재단을 위한 전략적 자산 계획을 전문으로 합니다. 2023년에 채용된 Gallitano는 CFP® 및 CDFA® 인증을 보유한 종합 자산 계획 전문 지식을 제공합니다. 2021년에 합류한 Lyden은 Delaware Trust Services의 이사로 활동하며 개인 신탁 자문 위원회와 신탁 감독 그룹의 의장을 맡고 있습니다.
이 회사는 2024년 12월 31일 기준으로 $138억 달러의 고객 자산을 관리하고 있으며, 미국 전역의 고액 자산가 가족, 재단 및 기부금에 전략적 자산 계획, 투자 관리 및 신탁 서비스를 제공합니다. 자산 관리 자회사와 Wilmington에 본사를 둔 신탁 회사를 통해 제공됩니다.
Evercore Wealth Management (NYSE: EVR) a annoncé la promotion de trois professionnels à des postes de partenaire. Paulo Coelho et Neza Gallitano sont conseillers en patrimoine et en fiducie, tandis que Alex Lyden occupe le poste de directeur fiduciaire chez Evercore Trust Company.
Coelho, qui a rejoint l'entreprise en 2012, se spécialise dans la planification stratégique de la richesse pour les familles et les fondations. Gallitano, embauchée en 2023, apporte son expertise en planification patrimoniale complète avec les certifications CFP® et CDFA®. Lyden, qui a rejoint en 2021, est directeur des Delaware Trust Services et préside à la fois le Comité Consultatif des Trusts Personnels et le Groupe de Surveillance Fiduciaire.
La société gère $13,8 milliards d'actifs clients au 31 décembre 2024, fournissant une planification stratégique de la richesse, une gestion d'investissements et des services fiduciaires à des familles à fort patrimoine, des fondations et des dotations à travers les États-Unis via sa filiale de gestion de patrimoine et la société fiduciaire basée à Wilmington.
Evercore Wealth Management (NYSE: EVR) hat die Beförderung von drei Fachleuten zu Partnerpositionen bekannt gegeben. Paulo Coelho und Neza Gallitano fungieren als Vermögens- und Treuhandberater, während Alex Lyden die Position des Chief Fiduciary Officer bei Evercore Trust Company innehat.
Coelho, der 2012 beigetreten ist, spezialisiert sich auf strategische Vermögensplanung für Familien und Stiftungen. Gallitano, die 2023 eingestellt wurde, bringt Fachwissen in der umfassenden Vermögensplanung mit den Zertifizierungen CFP® und CDFA® mit. Lyden, der 2021 beigetreten ist, ist Direktor der Delaware Trust Services und leitet sowohl das Personal Trust Advisory Committee als auch die Fiduciary Oversight Group.
Das Unternehmen verwaltet $13,8 Milliarden an Kundenvermögen zum 31. Dezember 2024 und bietet strategische Vermögensplanung, Investmentmanagement und Treuhanddienste für wohlhabende Familien, Stiftungen und Stiftungen in den gesamten Vereinigten Staaten über seine Vermögensverwaltungstochtergesellschaft und die Treuhandgesellschaft mit Sitz in Wilmington an.
- Manages substantial $13.8B in client assets
- Strategic expansion of leadership team through internal promotions
- Diversified service offering across wealth management and trust services
- None.
“Paulo, Neza and Alex are strong contributors to our firm, focused on meeting clients’ financial goals and earning their trust,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company. “I am pleased to recognize their success and look forward to working with them as they continue to develop as leaders in our business.”
Mr. Coelho works with families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services. He joined Evercore in 2012 from Convergent Wealth Advisors, where he served as a lead advisor to family clients. He received a B.A. in economics & business and international affairs from
Ms. Gallitano works with individuals and families to provide comprehensive, goals-based wealth planning and fiduciary services. She joined Evercore in 2023 from myCIO Wealth Partners, where she was a partner. She earlier worked at Cerity Partners and Deutsche Bank. She earned a B.A. in Italian studies with a concentration in international business from
In addition to his roles as partner and chief fiduciary officer, Mr. Lyden serves as director of Delaware Trust Services and Trust Counsel at Evercore Trust Company. He is also the chair of Evercore Trust Company’s Personal Trust Advisory Committee, which is responsible for setting the firm’s fiduciary policy for the personal trust business, and chair of Evercore Trust Company’s Fiduciary Oversight Group.
Prior to joining Evercore in 2021, Mr. Lyden served as president of Christiana Trust Company of
Mr. Coelho and Ms. Gallitano are based at the
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 and financial 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
About Evercore Wealth Management
Evercore Wealth Management LLC, a subsidiary of Evercore Inc., serves high-net-worth families, foundations, and endowments across
View source version on businesswire.com: https://www.businesswire.com/news/home/20250304643992/en/
Media Contact:
Aline Sullivan
Lexicon Associates, for Evercore Wealth Management LLC and Evercore Trust Company N.A.
+1.203.918.3389
Investor Contact:
Katy Haber
Head of Investor Relations & ESG
InvestorRelations@Evercore.com
Source: Evercore Wealth Management LLC
FAQ
How much assets under management does Evercore Wealth Management (EVR) currently have?
Who are the newly promoted partners at Evercore Wealth Management (EVR)?
What services does Evercore Wealth Management (EVR) provide to its clients?
Where are Evercore's (EVR) wealth management operations based?
