Amy Wu

Amy Wu is an Analyst at Evercore Wealth Management in New York, focusing on investment research and portfolio management for high-net-worth individuals and families. Her responsibilities include conducting security analysis, supporting portfolio construction, and assisting senior investment professionals with client advisory functions. At Evercore, she is primarily engaged with traditional asset classes such as equities, fixed income securities, and alternative investments tailored to the needs of private clients.

Prior to joining Evercore Wealth Management, Amy served as an Assistant and Analyst at US Trust, where she gained foundational experience in wealth management and client service. Across both firms, she has supported investment strategists and contributed to research across sectors including large cap equities, government and corporate bonds, and diversified portfolios for private clients.

Amy holds a Bachelor of Science in Management, with a concentration in Finance, from Binghamton University’s School of Management. Her expertise spans investment analysis, portfolio construction, and client-focused advisory, with a record of supporting the investment decision process for individuals and family offices in New York’s financial sector.