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Mike Seppelt
Partner and Portfolio Manager at Evercore Wealth Management, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evercore Wealth Management | Partner and Portfolio Manager | Aug 2011 to Present | — |
| Lowry Hill | Investment Principal and Portfolio Manager | Jun 2000 to Aug 2011 | — |
| Wells Fargo Private Asset Management | Investment Assistant | Jun 1999 to Jun 2000 | — |
Education
Saint John's University
1995 — 1999
Benilde - St. Margaret's
Skills & Expertise
Others at Evercore Wealth Management, LLC (22)
| Name | Role | Location |
|---|---|---|
A Amy Wu | Analyst | NY , United States |
| Portfolio Manager | Saddle River, NJ , 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 |
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| Associate - Resi Trading | Waterfall Asset Management, LLC | New York, NY , United States | |
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