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People · Advisors
Partner at Evercore Wealth Management
Partner, Wealth & Fiduciary Advisor · Evercore Wealth
Sean Brady — Partner, Wealth & Fiduciary Advisor · Evercore Wealth · Pelham, New York, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
My primary focus is providing investment advisory and financial planning services to high net worth individuals. I work closely with senior executives of Fortune 500 corporations, law firms, privately-held businesses, financial institutions, and public and private charitable foundations.
I am a Certified Financial Planner® with expertise in developing and delivering all aspects of financial planning; including estate planning, wealth transfer techniques, cash flow planning, life insurance strategies as asset protection vehicles, philanthropic endeavors and multi-generational gifting strategies.
Experience
PartnerCurrent
Evercore Wealth Management · New York, New York, United States
Jan 2024 – Present
Partner at Evercore Wealth Management and Evercore Trust Company, N.A. I advise families, foundations and endowments, delivering comprehensive planning, investment, and fiduciary services. Evercore Wealth Management and Evercore Trust Company, N.A. serve clients across the United States.