Position
Managing Director
Company
Evercore Wealth Management
New YorkFinancial ServicesFinanceFintechDescription
Evercore Wealth Management has announced the appointment of Kait Oliveira as managing director and portfolio manager. She will leverage her experience in wealth management to serve the firm's clients effectively.
Quick answer
Evercore Wealth Management Appoints Kait Oliveira as Managing Director (October 1, 2025). Evercore Wealth Management is based in New York, New York, United States.
- Who is the new Managing Director at Evercore Wealth Management?
- Evercore Wealth Management named Kait Oliveira Managing Director, announced October 1, 2025.
- What did Evercore Wealth Management announce on October 1, 2025?
- Evercore Wealth Management has announced the appointment of Kait Oliveira as managing director and portfolio manager. She will leverage her experience in wealth management to serve the firm's clients effectively.
- What does Evercore Wealth Management do?
- Evercore Wealth Management LLC, a subsidiary of Evercore Inc., serves high-net-worth families, foundations and endowments across the United States, delivering customized strategic wealth planning, investment management...
- Where is Evercore Wealth Management based?
- Evercore Wealth Management is based in New York, New York, United States.
- Which similar companies made leadership changes around the same time?
- AEON Credit Service (October 1, 2025), Seylan Bank (October 2, 2025), DailyPay (September 30, 2025) and S&P Global (October 2, 2025) also announced leadership changes within 45 days of Evercore Wealth Management.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- AEON Credit Service Appoints Ts Jacky Cheong as Chief Data Officer (October 1, 2025)
- Seylan Bank Appoints Ranil Dissanayake as Chief Operating Officer (October 2, 2025)
- DailyPay Appoints Poulomi Damany as Chief Product Officer (September 30, 2025)
- S&P Dow Jones Indices Appoints Catherine Clay as CEO (October 2, 2025)
- ClarityPay Appoints Mrutyunjaya Panda as Chief Operating Officer (October 2, 2025)
- Hyperion DeFi Appoints David Knox as Chief Financial Officer (September 29, 2025)
Who to call at Evercore Wealth Management, and when
A new leader at Evercore Wealth Management brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Evercore Wealth Management raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Evercore Wealth Management, from your own LinkedIn network
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Fundz sees it the moment Evercore Wealth Management changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Evercore Wealth Management changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
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