Employer stock contributions properly structured for prohibited transaction provisions of ERISA
Photo of Brian Pollak

Brian Pollak

Portfolio Manager, Managing Director

Biographical Info

Brian Pollak serves as a Portfolio Manager at Evercore Trust and at Evercore Wealth Management. Prior to joining Evercore in 2009, he was a portfolio manager and, earlier a corporate bond analyst at AIG Investments. He worked for the Milken Family Foundation before attending business school. He is a member of the New York Society of Security Analysts and the CFA Institute.
Mr. Pollak earned his B.A. in History from the University of Pennsylvania and his M.B.A. in Finance from Columbia University. He holds the Chartered Financial Analyst designation.

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