Iain joined Evercore Wealth Management as a founding partner in 2009 and launched the West Coast office of the firm in San Francisco. He brings 15 years of experience providing comprehensive advice to high-net-worth individuals and families on their wealth management and financial planning needs. Previously, Iain was a Senior Vice President at U.S. Trust, Bank of America Wealth Management and was responsible for client relationship management.
Evercore Wealth Management (“EWM”) offers its clients investment policy creation, asset allocation, customized investment management, manager selection, performance reporting and wealth/financial planning services. EWM’s core investment management services consist of cash, fixed income and an all-cap core equity offering. Additionally, EWM provides its clients access to investment offerings managed by other providers. EWM also offers personal trust services to its clients though Evercore Trust Company, N.A., a chartered national trust bank with $12.8 billion in assets under management and administration.