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Neza Gallitano

Partner at Evercore Wealth Management, LLC

New York, NY , United States

About

Neza Gallitano is a Partner at Evercore Wealth Management, LLC in New York, where she specializes in wealth and fiduciary advisory services for high-net-worth individuals and families. In her current leadership role, she is recognized for navigating complex wealth planning needs, with a particular focus on pre- and post-divorce financial strategies, multigenerational wealth transfer, and customized investment management.

Prior to her partnership at Evercore, Gallitano served as Managing Director at the firm and previously was a Partner and investment advisory committee member at myCIO Wealth Partners, LLC, where she contributed to strategic investment guidance and client relationship management. Across her roles, she has developed expertise in advising on asset allocation, tax-aware investment strategies, and fiduciary matters for affluent clients and family offices.

Gallitano holds a Bachelor of Arts in Italian Studies with a concentration in International Business from Georgetown University, as well as a degree in Lettere e Filosofia from Università degli Studi di Firenze. Her background and credentials underscore her expertise in global and cross-border wealth planning, and she is recognized within the industry for her work supporting clients through significant life transitions.

Career History

OrganizationRoleDate RangeDetails
Evercore Wealth Management, LLCPartnerFeb 2025 to Present
Evercore Wealth Management, LLCManaging DirectorMay 2023 to Feb 2025
ChiefChief MemberSep 2024 to Present
myCIO Wealth PartnersPartnerDec 2021 to May 2023
myCIO Wealth PartnersSenior ManagerDec 2019 to Dec 2021
Cerity PartnersPrincipal, Executive Financial CounselingDec 2018 to Nov 2019
Cerity PartnersFinancial Advisor, Executive Financial PlanningDec 2015 to Nov 2018
Cerity PartnersInvestment AssociateApr 2014 to Nov 2015
Deutsche BankAssociate, Private Wealth ManagementJun 2011 to Apr 2014
Students of Georgetown, Inc.General Manager, MarketingSep 2008 to May 2011
Largest student-run organization in US with more than 200 employees and $4M in revenue.
CitiSummer AnalystJun 2010 to Aug 2010
Global Transaction Services, Collateral Management Group Performed market research for competitive analysis and market sizing, as well as to determine the business impact of recent regulatory reform i...

Education

Georgetown University

Bachelor of Arts, Italian Studies, Concentration in International Business

2007 2011

Università degli Studi di Firenze

Lettere e Filosofia

2009 2009

Skills & Expertise

Bloomberg
Competitive Analysis
Research
Social Media
Financial Modeling
Economics
Investments
Portfolio Management
Market Research
Management
Microsoft Excel

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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