Stephanie Hackett — Partner, Portfolio Manager · Evercore Wealth

Stephanie Hackett — Partner, Portfolio Manager · Evercore Wealth · New York, 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

Stephanie is a portfolio manager and private equity investor with over two decades of experience advising families and individuals on asset allocation and wealth management, as well as incorporating ESG goals into an investment program. She is a partner at Evercore Wealth Management where she manages individual client portfolios and is Chair of the External Manager Selection Committee, a team which focuses on due diligence of private equity, real estate and credit strategies. She brings governance experience through her work on multiple Limited Partner Advisory committees and nonprofit boards.

Experience

PartnerCurrent
Evercore Wealth Management · New York, New York
Nov 2014 – Present
I am a partner and portfolio manager at Evercore Wealth Management, LLC, which serves high net worth individuals and families, delivering customized investment management, financial planning, trust and custody services. The firm is a Registered Investment Advisor, with offices in New York, Minneapolis, San Francisco, Delaware, Palm Beach and Tampa. The firm, which was founded in November 2008, manages client assets totaling $13 billion. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank. More information about Evercore Wealth Management and our team of advisors can be found at www.evercorewealthandtrust.com