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Mike Seppelt

Mike Seppelt

Partner and Portfolio Manager at Evercore Wealth Management, LLC

Minneapolis, MN , United States

About

Mike Seppelt, CFA, is a Partner and Portfolio Manager at Evercore Wealth Management based in Minneapolis. He serves as a portfolio manager for the Evercore Equity Fund and is a key member of the firm’s Equity Selection Committee, where he is responsible for equity analysis, security selection, and portfolio construction for high-net-worth individuals and institutional clients.

Mike specializes in United States and global equities, with extensive experience in fundamental analysis and active management across sectors including technology, healthcare, and financial services. His focus includes constructing balanced portfolios with a strong emphasis on equities, supported by rigorous research and risk management processes.

Prior to joining Evercore in 2011, Mike was an Investment Principal and Portfolio Manager at Lowry Hill, and began his career at Wells Fargo Private Asset Management. He holds a B.A. in Economics and Computer Science from Saint John’s University and the CFA charter, and has contributed to investment strategy development and client advisory for more than 20 years.

Career History

OrganizationRoleDate RangeDetails
Evercore Wealth ManagementPartner and Portfolio ManagerAug 2011 to Present
Lowry HillInvestment Principal and Portfolio ManagerJun 2000 to Aug 2011
Wells Fargo Private Asset ManagementInvestment AssistantJun 1999 to Jun 2000

Education

Saint John's University

1995 1999

Benilde - St. Margaret's

Skills & Expertise

Alternative Investments
Wealth Management
Portfolio Management
Microsoft Word
Investments
Microsoft Excel
Research
Asset Allocation
Financial Analysis
Strategic Planning
Strategy
Equities
Investment Management

Others at Evercore Wealth Management, LLC (22)

NameRoleLocation
A
Amy Wu
AnalystNY , United States
Brian Pollak
Brian Pollak
Portfolio ManagerSaddle River, NJ , 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
Showing 1-10 of 22 team members

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