Employer stock contributions properly structured for prohibited transaction provisions of ERISA
Photo of William McCreery

William McCreery

Wealth & Fiduciary Advisor, Managing Director

Biographical Info

William McCreery serves as a Wealth & Fiduciary Advisor at Evercore Trust and at Evercore Wealth Management. He joined the firm in 2012 with the acquisition by Evercore Wealth Management of Mt. Eden Investment Advisors. Prior to joining Mt. Eden in 2005, he was the head of compliance and chief administrative officer at Harris Bretall Sullivan & Smith. He serves as a Trustee for the California Historical Society Foundation.
Mr. McCreery earned his B.A. in History from UC Davis.

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