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Evercore Wealth Management promotes portfolio manager Pollak to partner


Evercore Wealth Management has promoted portfolio manager Brian Pollak to partner.

Pollak joined Evercore Wealth Management in 2009, shortly after the inception of the firm, and is responsible for taxable bond investments for individual and institutional clients. He also leads the Evercore Wealth Management Manager Selection Committee, which complements the firm’s core investment capabilities with allocations to third-party advisors.

“This is our first promotion to Partner,” says Evercore Wealth Management CEO Jeff Maurer. “Brian is a talented Portfolio Manager who has contributed to our solid investment results and provides insightful reviews of our external managers. He is a frequent contributor to our quarterly journal, Independent Thinking, and a strong team player.”

Prior to joining Evercore Wealth Management, Pollak was a portfolio manager at AIG Investments, where he co-managed corporate bond portfolios totalling over USD60 billion, primarily for AIG’s general account portfolios. He was earlier a corporate bond analyst focused on basic industries, including paper/forest products, chemicals, and packaging companies. Brian worked for the Milken Family Foundation before attending business school.

He received his BA in History from the University of Pennsylvania in 1997 and his MBA in Finance from Columbia University in 2003. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute.

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