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Evercore Wealth Management Promotes Portfolio Manager Brian Pollak to Partner

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Evercore Wealth Management LLC today announced the promotion of Portfolio Manager Brian Pollak to Partner.

Mr. Pollak joined Evercore Wealth Management in 2009, shortly after the inception of the firm, and is responsible for taxable bond investments for individual and institutional clients. He also leads the Evercore Wealth Management Manager Selection Committee, which complements the firm’s core investment capabilities with allocations to third-party advisors.

“This is our first promotion to Partner,” said Evercore Wealth Management CEO Jeff Maurer. “Brian is a talented Portfolio Manager who has contributed to our solid investment results and provides insightful reviews of our external managers. He is a frequent contributor to our quarterly journal, Independent Thinking, and a strong team player.”

Prior to joining Evercore Wealth Management, Mr. Pollak was a portfolio manager at AIG Investments, where he co-managed corporate bond portfolios totaling over $60 billion, primarily for AIG’s general account portfolios. He was earlier a corporate bond analyst focused on basic industries, including paper/forest products, chemicals, and packaging companies. Brian worked for the Milken Family Foundation before attending business school.

He received his B.A. in History from the University of Pennsylvania in 1997 and his M.B.A. in Finance from Columbia University in 2003. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute.

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 $5.7 billion in client assets, as of December 31, 2014. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company N.A., a national trust bank with $42.4 billion in assets under administration as of December 31, 2014. More information about Evercore Wealth Management and its team of advisors can be found at

About Evercore

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

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