Profil
Mr. Iain A.
Silverthorne is Partner & Wealth Advisor at Evercore Wealth Management LLC.
Prior to joining Evercore Wealth Management in 2009, Mr. Silverthorne was a Senior Vice President at U.S.
Trust and was responsible for client relationship management.
In that capacity, he advised clients on financial planning issues including tax efficient asset allocation and investment strategies, estate and wealth transfer planning, liability analysis and cash flow planning.
Mr. Silverthorne received a B.A.
from San Francisco State University and an M.B.A.
from the Graziadio School of Business at Pepperdine University.
He currently serves on the finance committee for the Napa Valley Community Foundation.
Anciens postes connus de Iain Andrew Silverthorne
Sociétés | Poste | Fin |
---|---|---|
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 | 31/12/2008 |
Formation de Iain Andrew Silverthorne
San Francisco State University | Undergraduate Degree |
Graziadio School of Business & Management | Masters Business Admin |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Entreprise privées | 1 |
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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 |