Bringing you live news and features since 2006 

Handshake 2

Evercore Wealth Management promotes portfolio manager Pollak to partner

RELATED TOPICS​

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.

Latest News

News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..
Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
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