Evercore Wealth Management Appoints Steven Chung Managing Director, Portfolio Manager

NEW YORK–(BUSINESS WIRE)–Evercore Wealth Management today announced the appointment of Steven Chung as a Managing Director and Portfolio Manager.

Mr. Chung joins Evercore Wealth Management from State Street Global Advisors, where he served as the lead portfolio manager for all tax-exempt municipal bond strategies and co-portfolio manager for all taxable municipal bond strategies. Prior to joining State Street Global Advisors in 2015, he worked as a municipal research analyst at the Hartford Investment Management Company and as a public finance investment banker. He has 15 years of experience in the municipal bond market.

We are pleased to welcome Steve to our growing firm,” said Chris Zander, President of Evercore Wealth Management and Evercore Trust Company, N.A. “His broad municipal bond investment experience and thoughtful approach in working with clients make him a natural fit for our team.”

Mr. Chung is based in New York and reports to Brian Pollak, a Partner and Portfolio Manager at Evercore Wealth Management.

Mr. Chung received a B.A. in economics from Northwestern University. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute.

About Evercore Wealth Management

Evercore Wealth Management, LLC, a subsidiary of Evercore, serves high net worth families, endowments and foundations, delivering customized investment management, financial planning, and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm manages $8.5 billion in client assets as of September 30, 2019. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through Evercore Trust Company, N.A., a Delaware-based national trust company. More information about planning, investing, and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthandtrust.com.

About Evercore

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public and private capital and delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East and Asia. For more information, please visit www.evercore.com.


Investor Contact:

Hallie Elsner

Investor Relations, Evercore


Media Contact:

Aline Sullivan

Lexicon Associates, for Evercore Wealth Management, LLC and Evercore Trust Company, N.A.


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