Evercore Wealth Management Promotes Three to Partner, Two to Managing Director
March 03 2021 - 8:00AM
Business Wire
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 $10.2 billion in client
assets as of December 31, 2020. Additionally, Evercore Wealth
Management offers personal trust and custody services to its
clients through Evercore Trust Company, N.A. More information about
planning, investing and personal fiduciary services at Evercore
Wealth Management 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 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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version on businesswire.com: https://www.businesswire.com/news/home/20210303005334/en/
Investor Contact: Hallie Elsner Miller Head of Investor
Relations +1.917.386.7856
Media Contact: Aline Sullivan Lexicon Associates, for
Evercore Wealth Management, LLC and Evercore Trust Company, N.A.
+1.203.918.3389
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