Bill Vaughn

Portfolio Manager-Aktien bei

Evercore Wealth Management LLC

Consumer Services

Finance

Profil

Mr. William D.
Vaughn, CFA, is a Partner & Portfolio Manager at Evercore Wealth Management LLC.
He is a member of the Evercore Wealth Management Equity Selection Committee.
He has over 20 years of experience in managing multi-asset class portfolios for families, endowments and foundations.
Mr. Vaughn joined Evercore in 2009 from U.S.
Trust where he worked for five years as a senior vice president and portfolio manager.
He was previously a portfolio manager and securities analyst at Harris Bretall in San Francisco, where he served on the firm’s strategy committee and managed the growth equity fund.
Mr. Vaughn earned a B.A. from U.C.
Berkeley and a J.D.
from U.C.
Berkeley’s Boalt Hall School of Law.
He is a member of the California Bar Association and holds a Chartered Financial Analyst designation.

Aktive Positionen von Bill Vaughn

Unternehmen	Position	Beginn
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.	Portfolio Manager-Aktien	01.01.2009

Alle aktiven Positionen von Bill Vaughn

Ehemalige bekannte Positionen von Bill Vaughn

Unternehmen	Position	Ende
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Corporate Officer/Principal	31.12.2008

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Beziehungen

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Unternehmensverbindungen

Private Unternehmen	4
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Finance
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.	Finance
Berkeley Law University of California Berkeley Law University of California Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services