from Princeton University in 1987 and an M.B.A. from Columbia University in 1999.Charlie is a Partner and Portfolio Manager at Evercore Wealth Management. from St. John’s University School of Law.Gary is a Senior Advisor to Evercore Wealth Management and is a member of the Investment Policy Committee.Charlie earned his B.A. Prior to joining Evercore, Mr. Aaron was a Partner in the Investment Banking Division of Goldman Sachs. from New England School of Law. She is a Trustee Emeritus of Women for Women International, Women’s Media Center and Randolph-Macon Women’s College, now Randolph College. He has over 30 years of experience in managing fixed income investment strategies.Jill received her B.A.
She is also member of the Estate Planning Council of New York City, as well as a past board member and past Treasurer of Opus 118, Harlem School of Music.Jeff holds a B.A. Daniel and Rodrigo have worked together for the last 20 years, initially at Goldman Sachs and most recently at Greenhill where they were Co-Heads of Greenhill Brazil.Helmsley Spear, LLC, America’s oldest continuously operating real estate firm founded in 1866, is pleased toFairstead, a fully-integrated real estate firm committed to affordable housing, announced the appointment of Gladys Chen“We are excited about the possibilities for Seneca Evercore and believe that, with this alliance, we will be able to provide our clients with a wider range of solutions to their strategic decisions, while upholding our shared commitment to providing high quality, differentiated, and independent advice.” concluded Mr. Mello.Mr. and LL.M. He is a past Chairman of the Executive Committee of the Trust Management Association and is also a member of Northwell Health’s Estate Planning Committee.Jewelle Bickford is a Partner and Financial Advisor at Evercore Wealth Management.
This office is the major Evercore Partners New York City, NY area location. She is a member of the C200 an invitation-only global membership organization for women business leaders, and The Women’s Forum, and is a founding member and co-chair for the Paradigm for Parity movement, a group of CEOs, senior executives, board members and business academics committed to achieving gender parity at the senior levels of all major corporations by 2030.He joined the firm in 2012 from Convergent Wealth Advisors, where he served as a lead advisor to high-net-worth families, responsible for designing and implementing wealth management strategies. For 15 years, he was an active participant in the formulation of overall investment strategy and a member of the U.S. Trust Investment Strategy Committee.Chris is the President and CEO of Evercore Wealth Management and Evercore Trust Company, N.A.Ashley received her B.A. Nancy previously sat on the board of the Irvington Institute for Immunological Research, the Museum of Modern Art Planned Giving Advisory Committee, the Weill – Cornell Medical College – Women’s Health Symposium Executive Steering Committee, and the Northwestern University Parents’ Fund Committee.Prior to joining Evercore in 2008, Charlie was a managing director and a market investment executive for U.S. Trust, a portfolio manager in the Growth Equity Strategy Group at U.S. Trust, and a member of the division’s Investment Policy Committee.
He is a director of the Holmstead School in Ridgewood, NJ, and a member of the New York Advisory Board of the Caron Treatment Centers.Prior to attending business school, John was on the staff of the U.S. Senate Labor and Human Resources Committee and worked on federal budget matters.Gary received his B.A. He was previously a managing director at U.S. Trust, which he joined in 1983. He began his career as an economist with the New York State Senate Finance Committee in Albany, New York.Jay joined Evercore in 2008.
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