Joe McManus
Portfolio Manager-Aktien bei Evercore Wealth Management LLC
Profil
Mr. Joseph McManus, CFA, is a Vice President & Portfolio Manager at Evercore Wealth Management LLC.
He analyzes investments, manages customized asset allocations and coordinates performance reporting for clients.
Prior to joining Evercore in 2023, Mr. McManus worked at Merrill Lynch as an investment management specialist, responsible for portfolio construction, investment due diligence and performance evaluation for private wealth clients.
He earlier worked as a portfolio management associate with U.S.
Trust, where he supported the management of global multi-asset class portfolios for high-net-worth individuals and institutions.
He received his B.A.
from Assumption College in 2012.
He holds the Chartered Financial Analyst designation awarded by the CFA Institute and is a member of the CFA Society of New York.
Aktive Positionen von Joe McManus
| Unternehmen | Position | Beginn |
|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Portfolio Manager-Aktien | 01.01.2023 |
Ausbildung von Joe McManus
| Assumption College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |