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Stephanie Hackett

Partner at Evercore Wealth Management, LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Evercore Wealth Management, LLCPartnerOct 2014 to Present
Brandywine Trust GroupInvestment Director, VPFeb 2006 to Apr 2014
JP Morgan ChaseJPM Alternative Asset ManagementJan 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

Microsoft Office
Management
Project Management
Due Diligence
Business Development
Microsoft Excel
Negotiation
Competitive Analysis
Operational Due Diligence
Customer Service
Analysis
Wealth Management
Portfolio Management
Investments
Marketing Strategy
Alternative Investments
Equities
Financial Advisory
Financial Modeling
Capital Markets
Investment Banking
Valuation
Asset Management
Fixed Income
Hedge Funds
Equity Research

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