Partner, Portfolio Manager
Gary joined Evercore Wealth Management in 2008 with over 33 years of experience in managing fixed income investment strategies for high-net-worth individuals. Prior to joining Evercore Wealth Management, Gary was a Managing Director and Fixed Income Specialist with Columbia Management where he had direct investment management responsibility for $1.6 billion. Previous to joining Columbia Management, Gary was a Managing Director and Senior Portfolio Manager at U S Trust. As manager of the Personal Fixed Income Division, he oversaw fixed income investment and administration for high net worth individuals with direct responsibility for many important relationships. After joining U S Trust in 1986, he led growth in this area from $225 million to $6 billion. Gary joined U.S. Trust from The Portfolio Group, a Chemical Bank affiliate, where he was a Vice President and Senior Tax Exempt Bond Manager. While at The Portfolio Group he co-founded their Tax Exempt Bond Management Program, and had primary responsibility for account management and new business development. Gary began his career with Fidelity Union Trust in Newark, NJ where he handled personal trust accounts. Gary received his B.A. degree in Economics from Lafayette College in 1975 and his MBA in Finance from New York University in 1982. He is a member of the Municipal Bond Buyers Conference.