Evercore Trust Company, N.A. Employee Directory

Investment ManagementNew York, United States11-50 Employees

Evercore Trust Company, N.A. ("Evercore Trust"​), a limited purpose national trust bank chartered by the Office of the Comptroller of the Currency, provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans.  Evercore Trust also provides personal trustee, executor, and custody services for Evercore Wealth Management, an affiliated wealth management firm.

Evercore Trust was established by Evercore Partners, Inc. (“Evercore”) in connection with its 2009 acquisition of U.S. Trust’s Special Fiduciary Services business (“SFS”) from Bank of America, N.A.  The SFS team has provided independent fiduciary services to employee benefit plans at America’s leading corporations and institutions since 1987. The SFS team has served as an independent fiduciary to employee benefit plans sponsored by approximately:

   -  75% of the top 20 corporate plan sponsors in the P&I 1,000;
    - 60% of the companies comprising the Dow Jones Industrial Average; and
    - 25% of the corporations in the Fortune 500. 

 Plan sponsors frequently retain Evercore Trust to make determinations in connection with transactions where a conflict of interest may exist or where specialized expertise may be required. Our services include: 


    - In-Kind Contributions to Defined Benefit Plans
    - Company Stock Funds in 401(k) Plans
    - Grantor (Rabbi Trusts) For Non-Qualified Plans
    - Independent Fiduciary Decision-Making
    - Litigation Settlements
    - Prohibited Transaction Exemptions
    - Proxy Voting
    - Mutual Fund Mergers and Reorganizations
    - Mergers, Restructurings, Spin-Offs, Split-Offs, and Recapitalizations
    - Sunset of Company Stock Funds
    - Negotiated Sale of Plan Assets Between Affiliated Parties
    - Orphan Plans
    - Health Benefits 

 

Bill Ryan

Tel: (212) 849-3576

william.ryan@evercore.com

 

Norman Goldberg

Tel: (202) 471-3501

goldberg@evercore.com

Find Evercore Trust Company, N.A. employees' phone numbers or email addresses

Evercore Trust Company, N.A. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Europe
1

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  • Italy
    1

Evercore Trust Company, N.A.'s Leadership

  • Stylized image of a person
    A. L. H.
    Chief Fiduciary Officer, Director Of Delaware Trust Services, And Trust Counsel
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  • Stylized image of a person
    V. G.
    Vice President
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  • Stylized image of a person
    M. M.
    Assistant Vice President
    Phone icon
  • Stylized image of a person
    A. P.
    Director, Wealth & Fiduciary Advisor
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  • Stylized image of a person
    L. S.
    Client Services Analyst
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Contact profiles from Evercore Trust Company, N.A.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. L. H.
    Chief Fiduciary Officer, Director Of Delaware Trust Services, And Trust Counsel
    Phone icon
    Dec 07, 2025
  • Stylized image of a person
    V. G.
    Vice President
    Phone icon
    United StatesNew York
    Nov 18, 2025
  • Stylized image of a person
    M. M.
    Assistant Vice President
    Phone icon
    United StatesNew York
    Nov 14, 2025
  • Stylized image of a person
    A. P.
    Director, Wealth & Fiduciary Advisor
    Phone icon
    United StatesNew York
    Oct 22, 2025
  • Stylized image of a person
    L. S.
    Client Services Analyst
    Phone icon
    United StatesNew York
    Nov 13, 2025

Frequently Asked Questions

What is Evercore Trust Company, N.A. known for?

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Evercore Trust Company, N.A. was founded in 2009 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Evercore Trust Company, N.A.'s company overview page for more information.

What is Evercore Trust Company, N.A.'s most common email format?

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Evercore Trust Company, N.A. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Evercore Trust Company, N.A. email formats with LeadIQ.

How many employees does Evercore Trust Company, N.A. have currently?

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Evercore Trust Company, N.A. has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Evercore Trust Company, N.A.'s key employees and leadership?

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As of December 2025, Evercore Trust Company, N.A.'s key employees include:

  • Chief Fiduciary Officer, Director Of Delaware Trust Services, And Trust Counsel: A. L. H.
  • Vice President: V. G.
  • Assistant Vice President: M. M.
  • Director, Wealth & Fiduciary Advisor: A. P.
  • Client Services Analyst: L. S.

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