Evercore Wealth Management Promotes Three to Partner, Two to Managing Director
Evercore Wealth Management has announced the promotion of three individuals to Partner and two to Managing Director. The new Partners include Ruth Calaman, General Counsel, who has extensive compliance experience, Howard Cure, Director of Municipal Bond Research, and Ashley Ferriello, a Wealth & Fiduciary Advisor. The new Managing Directors are Paulo Coelho, also a Wealth & Fiduciary Advisor, and Jennifer Tse, focused on financial planning. CEO Chris Zander praised the promoted employees for their dedication and client focus, enhancing Evercore's leadership structure.
- Promotion of three new Partners enhances leadership.
- Addition of two new Managing Directors strengthens management team.
- Experienced leadership in compliance, wealth management, and financial planning.
- None.
Evercore Wealth Management today announced the promotion of three to Partner and two to Managing Director.
“I’d like to congratulate our colleagues on their well-deserved promotions,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A. “Our three new Partners and two new Managing Directors have demonstrated their commitment to the values of our firm, through the excellence of their work, their integrity and their constant client focus.”
The three new Partners are:
Ruth Calaman is the General Counsel and Chief Compliance Officer at Evercore Wealth Management and Evercore Trust Company, N.A. responsible for all aspects of legal and compliance. She joined Evercore in 2011 from Goldman Sachs where she served as the Chief Compliance Officer of The Goldman Sachs Trust Company, N.A. and The Goldman Sachs Trust Company of Delaware. She was previously the Chief Compliance Officer of Morgan Stanley Trust, FSB, and Morgan Stanley Trust, N.A.
Ms. Calaman received a B.A. in Latin American Studies from Brown University and a J.D. from St. John’s University School of Law. She holds a Certified Regulatory Compliance Manager (CRCM) certification from the Institute of Certified Bankers and a Certified Fiduciary & Investment Risk Specialist (CFIRS) designation from the Cannon Financial Institute. She is a member of the Fiduciary and Investment Risk Management Association, Inc. (FIRMA) and Co-Chair of the National Women’s Law Center Leadership Advisory Committee.
Howard Cure is the Director of Municipal Bond Research at Evercore Wealth Management. Prior to joining Evercore in 2009, he was a director at the Public Finance Department of Financial Guaranty Insurance Company. He previously worked at the investment banking firm of Prager, Sealy & Co. and, earlier, at Moody’s Investors Service. He began his career as an economist with the New York State Senate Finance Committee in Albany, New York.
Mr. Cure received a Bachelor’s Degree in Economics from the State University of New York at Albany and a joint Master’s Degree in Public Affairs from the Lyndon B. Johnson School of Public Affairs and Business from the McCombs School of Business at the University of Texas.
Ashley Ferriello is a Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., advising high net worth individuals and families on strategic wealth planning and delivering trust and family office services. She joined Evercore in 2009 as a fixed income portfolio assistant; this is her fifth promotion since joining the firm in 2009.
Ms. Ferriello received her B.A. from the University of Virginia. She holds the Certified Trust and Fiduciary Advisor designation and has achieved the Cannon Financial institute’s Honor Graduate status.
The new Managing Directors are:
Paulo Coelho is a Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing strategic wealth planning advice to families, foundations and endowments. He joined Evercore in 2012 from Convergent Wealth Advisors, where he served as a lead advisor to high net worth families. Paulo was previously a senior investment analyst at Ipreo and, earlier, 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.
Jennifer Tse is a Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., focused on financial planning, estate and wealth transfer planning and goals-based asset allocation for families. Prior to joining Evercore in 2009, she worked as a client portfolio management analyst in the private wealth management and investment management divisions of J.P. Morgan.
Ms. Tse received a B.A. in Economics and Psychology from the University of Michigan. She also holds a CFP® certification, the Certified Trust and Fiduciary Advisor designation, and is a member of the Financial Planning Association.
About Evercore Wealth Management
Evercore Wealth Management, LLC, a subsidiary of Evercore, serves high net worth families, endowments and foundations, delivering customized investment management, financial planning and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco and Tampa. The firm manages
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 and delivers equity research and equity sales and agency trading execution, in addition to providing 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.
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