Evercore Wealth Management Promotes Paulo Coelho, Neza Gallitano and Alex Lyden to Partner

NEW YORK--(BUSINESS WIRE)-- Evercore Wealth Management today announced the promotions of Paulo Coelho, Neza Gallitano and Alex Lyden to partner. Mr. Coelho and Ms. Gallitano are wealth & fiduciary advisors at Evercore Wealth Management and its affiliate, Evercore Trust Company N.A.; Mr. Lyden is the chief fiduciary officer at Evercore Trust Company.

“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 Lafayette College. Mr. Coelho holds the Certified Trust and Fiduciary Advisor designation.

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 Georgetown University. Ms. Gallitano holds the Certified Financial Planner^® and Certified Divorce Financial Analyst^® designations.

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 Delaware, a wholly owned subsidiary of WSFS Financial Corp. He previously served as trust counsel to Commonwealth Trust Company and practiced as an estate planning and tax attorney in Pennsylvania. Mr. Lyden earned a B.A. with distinction from Yale University, and both a J.D. and an LL.M. in taxation from the James E. Beasley School of Law at Temple University.

Mr. Coelho and Ms. Gallitano are based at the New York headquarters of Evercore Wealth Management. Mr. Lyden is based in Wilmington, Delaware, the headquarters of Evercore Trust Company. Evercore Wealth Management and Evercore Trust Company serve clients across the United States.

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 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.

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 $13.8 billion in client assets as of December 31, 2024. 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.

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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