William E. Ryan
Chief Fiduciary Officer
Mr. Ryan is Managing Director and Chief Fiduciary Officer. Mr. Ryan joined Evercore Trust from Morgan Stanley, where he was an Executive Director in the Legal and Compliance Division and head of ERISA Law, responsible for coordinating ERISA and qualified tax issues for Morgan Stanley's Institutional Securities Group (institutional brokerage), Morgan Stanley Investment Management (asset management), and Morgan Stanley Smith Barney (retail brokerage). Prior to joining Morgan Stanley, Mr. Ryan was the chief ERISA/Benefits counsel for Prudential Financial, Inc. from 1995 through 2004, handling ERISA-related HR, compensation and product issues for Prudential Insurance, and was in private practice in New York from 1987 through 1995, specializing in ERISA issues. On behalf of various industry groups, Mr. Ryan has met with and testified before the U.S. Department of Labor, the Treasury Department, the White House, and various state regulators on fiduciary and other retirement issues. He has also served on various industry groups, including the SIFMA Retirement Committee (where he serve as co-chair from 2010-2013).
Mr. Ryan holds a A.B. Degree in History from Princeton University in 1984, a J.D. from Stanford Law School in 1987 (where he was an editor of the Stanford Law Review), and a Masters in Taxation (LL.M.) from New York University School of Law in 1995.