Evercore Wealth Management has hired Stephanie Hackett as a managing director and portfolio manager. Previously, Hackett worked at Brandywine Group Advisors where she served as an investment director.
NEW YORK–(BUSINESS WIRE)–Evercore Wealth Management LLC today announced the appointment of Stephanie Hackett as a Managing Director and Portfolio Manager.
Ms. Hackett joins Evercore Wealth Management from Brandywine Group Advisors, a multifamily office, where she worked for eight years as an investment director. Previously, she worked for seven years at JP Morgan, where she focused on alternative asset management and private banking.
She has significant experience in managing portfolios for high net worth individuals and families that invest in both alternative and traditional asset classes, including public equity, fixed income, hedge funds and private equity strategies.
“We are pleased to welcome Stephanie to our firm,” said Evercore Wealth Management Chief Executive Officer Jeff Maurer. “Her experience in portfolio management and alternative assets in particular will further strengthen our investment management capabilities and support our growing national practice.”
Ms. Hackett reports to Jay Springer, a Partner and Portfolio Manager at Evercore Wealth Management, and is based in New York City. She is a member of the firm’s Manager Selection Committee, which is responsible for the selection, due diligence and on-going monitoring of all third-party investment managers.
She received her Masters of Business Administration from Rice University’s Jones Graduate School of Business and her Bachelor of Arts from the University of Colorado. Stephanie holds the Chartered Financial Analyst designation.
About Evercore Wealth Management
Evercore Wealth Management, LLC, a subsidiary of Evercore, serves high net worth individuals; families and related institutions, delivering customized investment management, financial planning, and trust and custody services. Evercore Wealth Management is a registered investment advisor with offices in New York, Minneapolis, San Francisco, Los Angeles and Tampa. The firm manages client assets totaling $5.5 billion as of September 30, 2014. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company N.A., a national trust bank with $42.1 billion in assets under administration as of September 30, 2014. More information about Evercore Wealth Management and its team of advisors can be found at www.evercorewealthmanagement.com.
Evercore is a leading independent investment banking advisory firm. Evercore’s Investment Banking business advises its clients on mergers, acquisitions, divestitures, restructurings, financings, public offerings, private placements and other strategic transactions and also provides institutional investors with high quality equity research, sales and trading execution that is free of the conflicts created by proprietary activities. Evercore’s Investment Management business comprises wealth management, institutional asset management and private equity investing. Evercore serves a diverse set of clients around the world from 28 offices in North America, Europe, South America and Asia. More information about Evercore can be found on the Company’s website at www.evercore.com.