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.

Work 55 E. 52nd Street New York NY 10055 212.822.7646

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