03/03/2020

J.P. Morgan Poaches Family Office Head

Yates spent the past year running a family office in Switzerland, and previously ten years at Baker McKenzie in Zurich, where she was a partner and head of wealth management and U.S. tax matters.

03/03/2020

Evercore Wealth Management promotes two to Partner

Prior to joining Evercore Wealth Management in 2012 as a Managing Director, he led a team of portfolio managers at US Trust in managing the assets of high net worth individuals and family foundations.

03/03/2020

Evercore Wealth Management Promotes Partner

He works closely with the firm’s Wealth & Fiduciary Advisors, providing asset allocation and customized portfolio management to private clients, foundations and endowments.

03/03/2020

RGT Wealth Advisors appoints CIO

Matt received his Bachelor of Science in Economics from Duke University where he was a two-time NCAA All-American and three-time All-ACC selection as a member of the golf team. He currently holds the Chartered Financial Analyst designation.