Mr. Evnin, Partner and Portfolio Manager of Evercore Wealth Management, LLC since October 2009.Mr. Evnin has over twenty years of experience managing balanced portfolios for high net worth clients, equity accounts for institutional clients and equity mutual funds. Prior to joining EWM in October 2009, Mr. Evnin served as Managing Director and Senior Equity Portfolio Manager of Columbia Management (Bank of America) since 2007. Prior to that Mr. Evnin served as Managing Director and Equity Portfolio Manager of U.S. Trust Corporation since January 2000.

Charles D. Ryan, Partner and Portfolio Manager of the Evercore Wealth Management, LLC, has served as a portfolio manager since 2011.Prior to joining Evercore Wealth Management in 2008, Charles was a Managing Director and a Market Investment Executive for U. S. Trust in New York. There he managed overall asset allocation and equity selection for high net worth clients, endowments, foundations, and institutions. Charles was also was a voting member of U.S. Trust's open architecture selection committee, on which he participated in selecting complimentary investment solutions for the firm's clients. Prior to assuming this role, Charles was a portfolio manager in the Growth Equity Strategy Group at U.S. Trust and was a member of the division's Investment Policy Committee. There his responsibilities included primary research for financials, consumer staples and discretionary companies. Prior to joining Growth Equity Strategy Group in 2001, Charles was with BNY Asset Management, the institutional investment arm of The Bank of New York, where he was Head of the Equity Division. There he was responsible for product management for the Institutional Equity Division. Additionally, Charles served on the Bank's Investment Policy Committee and from 1994 to 2001, Mr. Ryan was the co-manager of the bank's largest mutual fund, The Hamilton Equity Income Fund. His institutional clients included ERISA-qualified entities, Taft-Hartley, endowments and foundations. Charles is a member of the New York Society of Security Analysts and is a member of the Board of Trustees for The Rumson Country Day School, in Rumson N.J. In addition, Charles contributes to the Board of Visitors for Worcester Academy in Worcester MA. Charles earned his B.A. from Villanova University in 1989.

Michael Seppelt, CFA, Partner and Portfolio Manager of the Evercore Wealth Management, LLC since September 2011. Prior to joining EWM in 2011, Mr. Seppelt was previously an investment principal and a portfolio manager at Lowry Hill. Prior to that, he worked as a portfolio management assistant at Wells Fargo Private Asset Management. Mr. Seppelt holds the Chartered Financial Analyst designation.