Michael Kirkbride

Gestore di Portafoglio-Azioni presso

Evercore Wealth Management LLC

Finance

Consumer Services

Commercial Services

Profilo

Mr. Michael J.
Kirkbride is a Partner & Portfolio Manager at Evercore Wealth Management LLC.
He is managing investment assets for families, foundations and endowments.
Mr. Kirkbride joined Evercore in 2019 from Fieldpoint Private, a boutique private bank headquartered in Greenwich, Connecticut, where he served for two years as a Senior Investment Advisor, providing asset allocation, security selection, and estate and tax planning advice to high net worth clients.
He previously worked for 13 years as a senior portfolio manager at U.S.
Trust, managing assets for families and foundations.
Prior to joining U.S.
Trust, he worked in education and policy as a charter member of Teach for America and as the manager of external relations at the Manhattan Institute.
Mr. Kirkbride received a B.A. at Rutgers College and an M.B.A. from the New York University Stern School of Business.

Posizioni attive di Michael Kirkbride

Società	Posizione	Inizio
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.	Gestore di Portafoglio-Azioni	01/02/2019

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Precedenti posizioni note di Michael Kirkbride

Società	Posizione	Fine
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Gestore di Portafoglio-Azioni	01/09/2016
Dominari Securities LLC Dominari Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Manhattan Institute For Policy Research, Inc. Manhattan Institute For Policy Research, Inc. Miscellaneous Commercial ServicesCommercial Services Develops and disseminate new ideas that foster greater economic choice and individual responsibility	Corporate Officer/Principal	-
Columbia Management Investment Advisers LLC Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index).	Corporate Officer/Principal	-
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Gestore di Portafoglio-Azioni	31/01/2008

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Società collegate

Aziende private	8
Rutgers State University of New Jersey Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Finance
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Finance
Manhattan Institute For Policy Research, Inc. Manhattan Institute For Policy Research, Inc. Miscellaneous Commercial ServicesCommercial Services Develops and disseminate new ideas that foster greater economic choice and individual responsibility	Commercial Services
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.	Finance
Columbia Management Investment Advisers LLC Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index).	Finance
Dominari Securities LLC Dominari Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services