Evercore Wealth Management Expands San Francisco Office with Appointments of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winnie Yam

NEW YORK--(BUSINESS WIRE)-- Evercore Wealth Management today announced the expansion of the firm’s San Francisco office with the appointment of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winifred (Winnie) Yam. All four join Evercore from Silicon Valley Bank, a division of First Citizens Bank, and earlier worked at Northern Trust.

“This is an exciting development for our firm,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company N.A. “Our new colleagues have substantial experience providing comprehensive wealth management solutions to ultra-high-net-worth families, entrepreneurs and executives in technology and other high-growth sectors. They will partner with our Evercore teams in San Francisco and Menlo Park to serve clients and their families.”

Jon Kropf, who joined Evercore Wealth Management and Evercore Trust Company in January 2025 as head of the San Francisco office, added, “Ryan, Flavia, Brandon and Winnie are accomplished wealth management professionals and complementary team players. We are pleased to integrate them into our distinctive culture and platform. They bring technical expertise and exemplary client relationship skills and will contribute to the continued growth of our firm.”

Ryan Fox, partner and portfolio manager, worked as a private wealth advisor at Silicon Valley Bank. He was previously a senior portfolio manager at Northern Trust and Highmark Capital Management. Mr. Fox earned a B.A. from Boston College.

Flavia Araujo Trento, partner and portfolio manager, was a private wealth advisor at Silicon Valley Bank. Previously, she was a portfolio manager at Northern Trust and Highmark Capital Management. Ms. Trento earned a B.A. from the University of California at Berkeley and an MBA from the UCLA Anderson School of Management. She holds the chartered financial analyst and certified private wealth advisor certifications.

Brandon Frandsen, managing director and wealth & fiduciary advisor, worked as a senior wealth strategist at Silicon Valley Bank. He previously was with Northern Trust, Wells Fargo and Andersen Tax. He earned a B.S. from Westminster University and an M.A. at the University of Notre Dame’s Mendoza College of Business.

Winnie Yam, director and wealth & fiduciary advisor, worked as a private wealth advisor at Silicon Valley Bank and Northern Trust. She earned a B.A. from San Francisco State University and holds the certified financial planner certification.

About Evercore Wealth Management

Evercore Wealth Management LLC, a subsidiary of Evercore Inc., serves high-net-worth families, foundations and endowments across the United States, delivering customized strategic wealth planning, investment management and trust and custody services. The firm manages $13.6 billion in client assets as of March 31, 2025. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company N.A., a national trust bank regulated by the Office of the Comptroller of the Currency. More information about planning, investing and personal fiduciary services at Evercore Wealth Management and Evercore Trust Company N.A. can be found at www.evercorewealthandtrust.com.

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Media Contact:

Aline Sullivan

Lexicon Associates, for Evercore Wealth Management and Evercore Trust Company

aline.sullivan@evercore.com

203.918.3389

Investor Contact:

Katy Haber

Head of Investor Relations & ESG

InvestorRelations@Evercore.com

Source: Evercore Wealth Management LLC