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Evercore Wealth Management appoints Paulo Coelho, VOP and wealth advisor

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Evercore Wealth Management, LLC, has appointed Paulo Coelho as a vice president and wealth advisor.

Coelho joins Evercore Wealth Management from Convergent Wealth Advisors, where he served as a lead advisor to high net worth families, responsible for designing and implementing wealth management strategies.

Coelho was previously a senior investment analyst at Ipreo and, earlier, a senior analyst at Thomson Reuters.

"Paulo is a welcome addition to our team," says Evercore Wealth Management CEO Jeff Maurer. "His industry experience and his commitment to our principles of independent advice, direct client relationships, and partnership values will contribute to the firm’s continued growth across the United States."

Coelho will be based in New York City and will report to Wendy Barasch, Partner and Head of Business Development.

He is a graduate of Lafayette College and expects to receive his MBA from Fordham University in 2014, with a concentration in financial planning. In addition to English, he speaks Portuguese and Spanish.
 

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