Employer stock contributions properly structured for prohibited transaction provisions of ERISA
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Kate Mulvany

Wealth & Fiduciary Advisor, Managing Director

Biographical Info

Kate Mulvany serves as a Wealth & Fiduciary Advisor at Evercore Trust and at Evercore Wealth Management. Prior to joining Evercore in 2009, she was at U.S. Trust, where she was responsible for many complex personal and fiduciary relationships. She serves on the Executive Board of Senior Services of Stamford, a not-for-profit organization in Stamford, CT.
Ms. Mulvany earned her B.S. in Finance from LeMoyne College. She holds a Certified Trust and Financial Advisor designation and is a graduate of the New York Bankers Association Estate Administration School.

Work 55 E. 52nd Street New York NY 10055 212.822.7639