Thomas Olchon
Gestore di Portafoglio-Azioni presso Evercore Wealth Management LLC
Profilo
Mr. Thomas Olchon is a Managing Director, Wealth & Fiduciary Advisor at Evercore Wealth Management LLC.
He works with families, foundations and endowments and their other trusted advisors, delivering comprehensive planning and fiduciary services.
Mr. Olchon joined Evercore in 2018 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, he worked as a portfolio manager at U.S.
Trust, where he started his career in 2000.
He earned a Bachelor of Arts degree in economics at Gettysburg College and a Juris Doctor at New York Law School.
Posizioni attive di Thomas Olchon
| Società | Posizione | Inizio |
|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Gestore di Portafoglio-Azioni | 01/01/2018 |
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Relazioni di 1° grado
Aziende connesse in 1º grado
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| Aziende private | 1 |
|---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
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