Sign In

Brian Pollak

Portfolio Manager, Partner at Evercore Wealth Management

Brian Pollak is a partner and portfolio manager at Evercore Wealth Management, LLC, where he manages investments for families, foundations, and endowments.1 He holds several key positions within the company:

  1. Chair of the Investment Policy Committee
  2. Co-chair of the Asset Allocation Committee
  3. Head of the Fixed Income Team
  4. Member of the Strategic Planning Committee
  5. Chief Investment Officer of Evercore Trust Company NA1

Pollak joined Evercore in 2009 after working as a portfolio manager at AIG Investments, where he co-managed over $60 billion in corporate bond portfolios.1 His educational background includes:

  • B.A. in history from the University of Pennsylvania
  • MBA in finance from Columbia University1

He is also a chartered financial analyst (CFA) and a member of the CFA Institute.1 Pollak has been with Evercore Wealth Management for almost 13 years as of April 2023.3 His expertise lies in wealth management strategies and investment operations.2

Highlights

Who We Are - Evercore Wealth Management
Who We Are - Evercore Wealth Management
Our Team - Evercore Wealth Management
Our Team - Evercore Wealth Management
Apr 16 · evercore.com
Brian Pollak - Evercore

Related Questions

What are Brian Pollak's main responsibilities at Evercore Wealth Management?
How has Brian Pollak's career evolved since joining Evercore in 2009?
What specific strategies does Brian Pollak use in managing investments for families and foundations?
Can you provide examples of Brian Pollak's notable achievements in his role at Evercore?
What is the Investment Policy Committee's role at Evercore, and how does Brian Pollak contribute to it?
Brian Pollak
Brian Pollak, photo 1
Brian Pollak, photo 2
Add to my network

Location

Greater New York City Area