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Specialism: Private Bankers & Investment Managers
Company: Evercore Wealth Management
Location: New York, USA
Nancy is an industry-recognized wealth manager (Crain’s New York Business Notable Women in Financial Advice 2020; honored by Citywealth 2020). She is a partner at Evercore Wealth Management working with high net worth families and their outside advisors. Nancy has over 40 years of experience as a trusts and estates attorney with an expertise in intergenerational wealth planning. Prior to joining Evercore in 2008, Nancy ran the Estate Planning Department at U.S. Trust and headed the firm’s Intergenerational Wealth Planning Group. She previously worked at Fried, Frank, Harris, Shriver & Jacobson as a trust and estates lawyer. Nancy enjoys spending time with her family and being involved in philanthropy.
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55 East 52nd Street | New York, NY 10055
T: (212) 822-7616
F: (212) 937-2291
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