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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evercore Wealth Management, LLC | Portfolio Manager | Jan 2009 to Present | — |
| AIG Global Investment Group | Portfolio Manager | May 2003 to Jan 2009 | — |
Education
Columbia Business School
2001 — 2003
University of Pennsylvania
1993 — 1997
Skills & Expertise
Others at Evercore Wealth Management, LLC (22)
| Name | Role | Location |
|---|---|---|
A Amy Wu | Analyst | NY , United States |
B Bruce Elwell | Sr. Advisor; Retired Partner, Portfolio Manager | San Francisco, CA , United States |
| Portfolio Investment Analyst | New York, NY , United States | |
C Charles Ryan | Partner | New York, NY , United States |
F Flavia Araujo Trento | Partner | San Francisco, CA , United States |
J Jay Springer | Portfolio Manager | Westwood, NJ , United States |
| Partner | New York, NY , United States | |
| Analyst | New York, NY , United States | |
| Partner, Portfolio Manager | New York, NY , United States | |
S Stephanie Hackett | Partner | New York, NY , United States |