NEW YORK–(BUSINESS WIRE)–Evercore Wealth Management today announced the appointment of Sean Brady to Managing Director, Wealth and Fiduciary Advisor. Mr. Brady is based in New York City and will work directly with ultra-high-net-worth client families, foundations, and endowments, delivering comprehensive strategic wealth planning and fiduciary services.
Mr. Brady joins Evercore from Clarfeld Citizens Private Wealth, where he worked for 14 years as a senior advisor to ultra-high-net-worth families, business owners, private equity principals, and corporate executives. He contributed to the firm’s financial planning strategy and business development efforts throughout the Northeast.
“We are pleased to welcome Sean to our team,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Co. NA. “His strong financial planning and investment experience, together with his commitment to developing long-term client relationships, will help support the continued growth of our firm.”
Mr. Brady earned a B.B.A in finance and economics from Queens College and an MBA from the Zicklin School of Business at Baruch College. He also holds the CFP certification.
About Evercore Wealth Management
Evercore Wealth Management LLC, a subsidiary of Evercore Inc., serves high-net-worth families, foundations, and endowments across the United States, delivering customized strategic wealth planning, investment management, and trust and custody services. The firm manages $11.2 billion in client assets as of September 30, 2023. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A., a national trust bank regulated by the Office of the Comptroller of the Currency. More information about planning, investing and personal fiduciary services at Evercore Wealth Management and Evercore Trust Company N.A. can be found at www.evercorewealthandtrust.com.
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, delivers equity research and equity sales and agency trading execution, and provides 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 the Americas, Europe, the Middle East and Asia. For more information, please visit www.evercore.com.