Bruce Elwell

Bruce Elwell is a Senior Advisor and Retired Partner, Portfolio Manager at Evercore Wealth Management, LLC, based in San Francisco, California. He advises high-net-worth individuals and families, leveraging decades of portfolio management experience to deliver tailored wealth strategies aligned with Evercore's core services in investment management and independent fiduciary advice. His responsibilities have recently shifted to advisory capacity after serving as a lead portfolio manager and partner at the firm since its founding in 2009.

Previously, Mr. Elwell was Managing Director at U.S. Trust, Bank of America Private Wealth Management (1997–2009), and Senior Vice President, Portfolio Manager at Harris Trust Co. (1985–1997). Throughout his career, he has focused on multi-asset class investment strategy for private clients, with notable expertise across equities, fixed income, estate planning, and philanthropy, serving individuals with $5 million and above in investable assets. The industries covered in his investment practice have spanned public and private markets, with significant involvement in transaction and impact investing as well as customized multi-generational estate planning.

Bruce holds a Bachelor of Arts in English Language and Literature from Princeton University and is recognized for his client-first approach and deep market insight. His distinguished career includes helping to establish Evercore Wealth Management's San Francisco office and contributing to the evolution of fiduciary services at major U.S. wealth management institutions.