Bringing you live news and features since 2006 

Evercore Wealth Management appoints Paulo Coelho, VOP and wealth advisor


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.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by