Evercore Wealth Management Names Sean Brady Managing Director, Wealth and Fiduciary Advisor
11 Janeiro 2024 - 10:00AM
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.
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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
Evercore (NYSE:EVR)
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