Evercore Wealth Management Appoints Thomas Olchon as a Managing Director and Wealth & Fiduciary Advisor - Insurance News | InsuranceNewsNet

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March 26, 2018 Newswires
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Evercore Wealth Management Appoints Thomas Olchon as a Managing Director and Wealth & Fiduciary Advisor

PR Newswire

NEW YORK, March 26, 2018 /PRNewswire/ -- 

Evercore (PRNewsFoto/Evercore)

Evercore Wealth Management, LLC today announced the appointment of Thomas Olchon as a Managing Director and Wealth & Fiduciary Advisor. 

Mr. Olchon joins Evercore from Bessemer Trust, where he led a team responsible for delivering the firm's wealth management services to ultra high net worth clients. These included investments, estate planning, tax planning, philanthropic advisory, inter-generational planning, closely held business advisory, and family office services.

Prior to joining Bessemer Trust in 2004, Mr. Olchon worked as a portfolio manager at U.S. Trust, where he started his career in 2000.

"We are pleased to welcome Tom to Evercore," said Chris Zander, Chief Wealth & Fiduciary Advisor at Evercore Wealth Management and the President of Evercore Trust Company, "His experience in wealth management and fiduciary matters and his interest in working directly with clients as a part of a growing national firm make him a natural fit for our team."

Mr. Olchon will be based in New York and will serve families, foundations and endowments across the United States, as part of the Evercore Wealth Management national wealth advisor group.  He will report to Mr. Zander.

He has a BA in economics from Gettysburg College and a JD from New York Law School. He is a member of the New York Bar Association and the American Bar 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, San Francisco, and Tampa. The firm manages $7.3 billion in client assets as of December 31, 2017. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank, and Evercore Trust Company of Delaware. More information about planning, investing, and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthmanagement.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 North America, Europe, South America and Asia. For more information, please visit www.evercore.com.

Investor Contact:

Jamie Easton

Head of Investor Relations, Evercore

+1.212.857.3100

Media Contact:

Aline Sullivan

Lexicon Associates, or Evercore Wealth Management, LLC and

Evercore Trust Company, N.A.

+1.203.918.3389

 

Cision View original content with multimedia:http://www.prnewswire.com/news-releases/evercore-wealth-management-appoints-thomas-olchon-as-a-managing-director-and-wealth--fiduciary-advisor-300619345.html

SOURCE Evercore Wealth Management, LLC

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