Employer stock contributions properly structured for prohibited transaction provisions of ERISA
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James Holihan

Portfolio Manager, Managing Director

Biographical Info

James Holihan serves as a Portfolio Manager at Evercore Trust and at Evercore Wealth Management. Prior to joining Evercore in 2008, he was a managing director and portfolio manager at U.S. Trust, where he managed fixed-income portfolios for high-net-worth individuals for over 13 years. He was earlier the head of the Fixed Income Management Department at Glickenhaus & Co., a managing director and municipal bond trader at Lebenthal & Co., and an assistant vice president and municipal bond trader at Oppenheimer & Co., where he focused primarily on securities from the states of New York, New Jersey, and Connecticut.
Mr. Holihan earned his B.A. in economics from Hobart College.

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