Evercore Wealth Management, which manages $5.7bn in client assets, has promoted its portfolio manager Brian Pollak to partner.
Pollak joined Evercore Wealth Management in 2009, shortly after the inception of the firm, and is responsible for taxable bond investments for individual and institutional clients.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
He also leads the Evercore Wealth Management manager selection committee, which complements the firm’s core investment capabilities with allocations to third-party advisors.
Evercore Wealth Management CEO Jeff Maurer said, "This is our first promotion to Partner. Brian is a talented Portfolio Manager who has contributed to our solid investment results and provides insightful reviews of our external managers. He is a frequent contributor to our quarterly journal, Independent Thinking, and a strong team player."
Prior to joining Evercore Wealth Management, Pollak was a portfolio manager at AIG Investments, where he co-managed corporate bond portfolios totaling over $60bn, primarily for AIG’s general account portfolios.
He was earlier a corporate bond analyst focused on basic industries, including paper/forest products, chemicals, and packaging companies.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
