![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
Portefeuillebeheerder-Aandelen bij
Evercore Wealth Management LLC
Profiel
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.
Actieve functies van Bill Vaughn
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-01-2009 |
Eerdere bekende functies van Bill Vaughn
| Bedrijven | Functie | Einde |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | 31-12-2008 |
Opleiding van Bill Vaughn
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
48
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
