William Vaughn

William Vaughn is a Partner and Portfolio Manager at Evercore Wealth Management, LLC in San Francisco, where he also serves as a member of the firm's Equity Selection Committee. His role involves portfolio construction, equity research, and direct management of client assets, focusing on high net worth individuals and families seeking tailored investment solutions.

Drawing on more than 20 years of investment experience, William specializes in US equity markets, constructing diversified portfolios and performing in-depth analysis of public companies across sectors. He is recognized for his expertise in equity selection and portfolio management, particularly for clients with substantial investable assets over $5 million.

William holds both a Bachelor’s degree and a Doctor of Law (JD) from the University of California, Berkeley. His strong analytical background and legal training complement his strategic approach to investment management, allowing him to contribute significant insights to Evercore’s investment committees and deliver excellence in wealth management.