![Bill Vaughn](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Bill Vaughn
Gestionnaire de Portefeuille-Actions chez
Evercore Wealth Management LLC
Profil
Mr. William D.
Vaughn, CFA, is a Partner & Portfolio Manager at Evercore Wealth Management LLC.
He is a member of the Evercore Wealth Management Equity Selection Committee.
He has over 20 years of experience in managing multi-asset class portfolios for families, endowments and foundations.
Mr. Vaughn joined Evercore in 2009 from U.S.
Trust where he worked for five years as a senior vice president and portfolio manager.
He was previously a portfolio manager and securities analyst at Harris Bretall in San Francisco, where he served on the firm’s strategy committee and managed the growth equity fund.
Mr. Vaughn earned a B.A. from U.C.
Berkeley and a J.D.
from U.C.
Berkeley’s Boalt Hall School of Law.
He is a member of the California Bar Association and holds a Chartered Financial Analyst designation.
Postes actifs de Bill Vaughn
| Sociétés | Poste | Début |
|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Gestionnaire de Portefeuille-Actions | 01/01/2009 |
Anciens postes connus de Bill Vaughn
| Sociétés | Poste | Fin |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | 31/12/2008 |
Formation de Bill Vaughn
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
31
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Finance |
Berkeley Law University of California
 Berkeley Law University of California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
