Nancy is a partner and financial advisor at Evercore Wealth Management, and Evercore Trust Company N.A. She works in a business development position with high-net worth families and their advisors. Her experience in trusts and estates, as well as intergenerational wealth issues, is more than 30 years.
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Nancy was the head of the intergenerational wealth planning section at U.S. Trust before joining Evercore in 2008. As a trust and estates attorney, she previously worked for Fried, Frank, Harris, Shriver & Jacobson.
Nancy received a B.A. in magna cumlaude from Ithaca College, and a J.D. from Ithaca College. New England School of Law. She is a member both of the Massachusetts and New York Bar Associations.
Nancy is co-chair of Wilson Society Advisory Council at Hospital for Special Surgery. She is a founding member of the UJA Federation of New York’s Lawyer’s Division Trusts & Estates Group.
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She is also a member the Lincoln Center Professional Advisor’s Council and Metropolitan Museum’s Planned Giving Professional Advisor’s Council. Nancy was previously a member of the Irvington Institute for Immunological Research’s Board, the Museum of Modern Art Planned Giving Advisory Committee and the Weill – Cornell Medical College – Women’s Health Symposium Executive Steering Committee. She also served on the Northwestern University Parents’ Committee.
