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Brian Pollak

Brian Pollak

Portfolio Manager at Evercore Wealth Management, LLC

Saddle River, NJ , United States

About

Brian Pollak is a Partner and Portfolio Manager at Evercore Wealth Management, LLC, based in New York and Saddle River, NJ. He manages investment portfolios for families, foundations, and endowments, serving as Chair of the Investment Policy Committee, Co-Chair of the Asset Allocation Committee, Head of the Fixed Income Team, and as Chief Investment Officer for Evercore Trust Company, N.A. His primary responsibilities include overseeing firm-wide asset allocation and strategic investment policies.

Brian’s expertise centers on fixed income, with a particular focus on corporate bonds and credit strategies. Prior to Evercore, he was a portfolio manager at AIG Investments, where he co-managed over $60 billion in corporate bond portfolios and specialized as a corporate bond analyst in basic industries such as paper/forest products, chemicals, and packaging companies.

He holds an M.B.A. in Finance from Columbia Business School and a B.A. in History from the University of Pennsylvania. A Chartered Financial Analyst and CFA Institute member, Brian is recognized for his strategic leadership across fixed income investing and multi-asset allocation, contributing significantly to Evercore’s investment process and its clients' wealth management objectives.

Career History

OrganizationRoleDate RangeDetails
Evercore Wealth Management, LLCPortfolio ManagerJan 2009 to Present
AIG Global Investment GroupPortfolio ManagerMay 2003 to Jan 2009

Education

Columbia Business School

2001 2003

University of Pennsylvania

1993 1997

Skills & Expertise

Fixed Income Portfolio Management
Credit Analysis
Investment Management
Asset Allocation
Alternative Investments
Hedge Funds
Wealth Management

Others at Evercore Wealth Management, LLC (22)

NameRoleLocation
A
Amy Wu
AnalystNY , United States
B
Bruce Elwell
Sr. Advisor; Retired Partner, Portfolio ManagerSan Francisco, CA , United States
Caroline Martelly
Caroline Martelly
Portfolio Investment AnalystNew York, NY , United States
C
Charles Ryan
PartnerNew York, NY , United States
F
Flavia Araujo Trento
PartnerSan Francisco, CA , United States
J
Jay Springer
Portfolio ManagerWestwood, NJ , United States
Kate Mulvany
Kate Mulvany
PartnerNew York, NY , United States
Madison Schenone
Madison Schenone
AnalystNew York, NY , United States
Michael Kirkbride
Michael Kirkbride
Partner, Portfolio ManagerNew York, NY , United States
S
Stephanie Hackett
PartnerNew York, NY , United States
Showing 1-10 of 22 team members