Evercore Trust Company, a limited-purpose national trust bank chartered by the Office of the Comptroller of the Currency, provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. 

Investment Management

Evercore Trust Company

Evercore Trust Company's headquarters in New York, NY, United States

Christopher Zander

Thomas Olchon

Daniel Stolfa

Ross Saia

John Apruzzese

Neza Gallitano

Alex Pavelock

Sebastian Granzo

Jill Aguado

Ruth Calaman

The Wealth & Fiduciary Advisors team at Evercore Trust Company specializes in providing expert guidance and management services for employee benefit plans. They work closely with clients to develop tailored investment strategies and ensure compliance with fiduciary responsibilities, leveraging their extensive experience in wealth management to help clients achieve their financial goals. The team combines deep industry knowledge with personalized service to enhance the overall value and effectiveness of trust and fiduciary services.

Wealth & Fiduciary Advisors

This department oversees the management and strategic direction of investment portfolios to optimize performance and meet client objectives.

Portfolio Management

The Leadership Team at Evercore Trust Company is responsible for setting the strategic direction and overall vision for the firm. Comprised of senior executives, including the President & CEO and the Chief Compliance Officer, this team ensures that the company adheres to regulatory standards while delivering high-quality fiduciary and investment management services to clients. Their collaborative efforts focus on driving growth, fostering innovation, and maintaining the trust and integrity of the firm’s operations.

Leadership Team

This department manages client interactions and support to ensure satisfaction and address service-related inquiries.

Client Services

This department oversees strategic decision-making and overall management of the organization.

Executive Leadership

This department guides the strategic direction and oversight of investment activities.

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Evercore Trust Company

Org chart

Teams

Wealth & Fiduciary Advisors

Portfolio Management

Leadership Team

Client Services

Executive Leadership

Investment Leadership

Offices

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Evercore Trust Company

Org chart

Teams

Wealth & Fiduciary Advisors

Portfolio Management

Leadership Team

Client Services

Executive Leadership

Investment Leadership

Offices

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