Employer stock contributions properly structured for prohibited transaction provisions of ERISA
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Karen Francois

Managing Director and Chief Personal Trust Officer

Biographical Info

Karen Francois serves as Chief Personal Trust Officer at Evercore Trust. She is also the Chair of the firm’s Personal Trust Advisory Committee, which is responsible for setting the firm’s fiduciary policy for the personal trust business. Additionally, she serves as a Wealth & Fiduciary Advisor at Evercore Wealth Management. Prior to joining Evercore in 2008, she was responsible for the New York metropolitan regional trust group at U.S. Trust and provided the division with technical expertise and advice on all fiduciary, risk management, and business issues. She is a member of the Financial Planning Association of New York City, a board member of the New York City Estate Planning Council and a past Treasurer of Opus 118, Harlem School of Music.
 
Ms. Francois earned her B.S. in Criminal Justice from American University. She holds both a Certified Financial Planner license and a Certified Trust and Financial Advisor designation.

Work 55 E. 52nd Street New York NY 10055 212.822.7647

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