Profil
Bruce Elwell, former Managing Director at United States Trust Co., NA, served as a Portfolio Manager & Managing Director at.
Evercore Trust Co. NA (Invt Mgmt) from 2009 to 2017.
He also worked as a Partner at Evercore Wealth Management LLC during the same period.
Prior to that, he was the Chief Investment Officer at BMO Bank NA (Investment Management).
Mr. Elwell completed his undergraduate degree at Princeton University in 1972.
Anciens postes connus de Bruce Elwell
| Sociétés | Poste | Fin |
|---|---|---|
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Gestionnaire de Portefeuille-Actions | - |
BMO Harris Bank, NA (Investment Management)
 BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Corporate Officer/Principal | - |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Gestionnaire de Portefeuille-Actions | - |
Formation de Bruce Elwell
| Princeton University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
BMO Harris Bank, NA (Investment Management)
BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Evercore Trust Co. NA (Invt Mgmt)
Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Finance |