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.
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.
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.