Employer stock contributions properly structured for prohibited transaction provisions of ERISA
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Chris Zander

Managing Director and Chief Wealth & Fiduciary Advisor

Biographical Info

Chris Zander serves as Chief Wealth and Fiduciary Advisor at Evercore Trust and at Evercore Wealth Management, responsible for setting the firm’s national strategy in providing comprehensive, goals-based wealth planning advice to clients across all aspects of their financial lives. Chris oversees the Wealth & Fiduciary Advisor teams in New York, and works directly with the firm’s clients nationwide. He is a member of the Asset Allocation Committee. Additionally, Chris serves as President and Chief Executive Officer of Evercore Trust Company of Delaware.

Prior to joining Evercore in 2008, he was a managing director and the head of U.S. Trust’s Multi-Family Office serving ultra-high net worth families nationally. He has over 20 years of experience advising clients on strategic wealth planning, asset allocation, fiduciary and family wealth matters. He represents Evercore at industry and client events and is frequently quoted in national publications. Chris serves on the executive committee for the American Bankers Association’s Trust Management Association and is also a member of the Northwell Health’s Estate Planning Committee.

Mr. Zander earned his B.A. in Political Science from Columbia University and his M.B.A. in Finance from Fordham University.

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