Employer stock contributions properly structured for prohibited transaction provisions of ERISA
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Bruce Elwell

Portfolio Manager, Managing Director

Biographical Info

Bruce Elwell serves as a Portfolio Manager at Evercore Trust and at Evercore Wealth Management. Prior to joining Evercore in 2009, he was a managing director of U.S. Trust and served as a regional chief investment officer for Chicago’s Harris Private Bank for 12 years. He is a member of the San Francisco Financial Analysts’ Society.
 
Mr. Elwell earned his B.A., Magna Cum Laude, from Princeton University.

Work 425 California Street San Francisco CA 94104 415.229.8085

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