About
Stephanie Hackett is a Partner and Portfolio Manager at Evercore Wealth Management in New York, where she manages investment assets for families, foundations, and endowments. As chair of Evercore’s External Manager Selection Committee, she is responsible for the selection, due diligence, and ongoing monitoring of all third-party investment managers, with a focus on optimizing client portfolios through both traditional and alternative strategies.
Hackett’s expertise spans public equity, fixed income, hedge funds, and private equity—with particular emphasis on private equity manager selection and allocation. She regularly advises clients on optimizing allocations to private equity, technology, and healthcare sectors, and brings specialized insight into illiquid and alternative investments for high-net-worth and institutional clients.
Previously, Hackett was Investment Director and Vice President at Brandywine Trust Group, responsible for all aspects of the investment process, and spent seven years at J.P. Morgan focusing on alternative asset management and private banking. She holds an MBA from Rice University’s Jones Graduate School of Business, a BA from the University of Colorado at Boulder, and is a Chartered Financial Analyst, reflecting deep expertise and leadership in the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evercore Wealth Management, LLC | Partner | Oct 2014 to Present | — |
| Brandywine Trust Group | Investment Director, VP | Feb 2006 to Apr 2014 | — |
| JP Morgan Chase | JPM Alternative Asset Management | Jan 1998 to Jan 2005 | — |
Education
Rice University - Jesse H. Jones Graduate School of Management
MBA
1996 — 1998
University of Colorado at Boulder
BA
1988 — 1992
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 |