Gary Gildersleeve

Portfolio Manager-Fixed Income chez

Evercore Trust Co. NA (Invt Mgmt)

Finance

Consumer Services

Profil

Gary Gildersleeve currently works at Evercore Trust Co. NA (Invt Mgmt), as Senior Advisor from 2023.
Mr. Gildersleeve also formerly worked at Evercore Wealth Management LLC, as Partner & Portfolio Manager from 2008 to 2020, United States Trust Co., NA, as MD & Senior Portfolio Manager, Columbia Management Investment Advisers LLC, as MD & Fixed Income Specialist, and Portfolio General Management Group, Inc., as Principal.
Mr. Gildersleeve received his undergraduate degree in 1975 from Lafayette College and Masters Business Admin degree in 1982 from New York University.

Postes actifs de Gary Gildersleeve

Sociétés	Poste	Début
Evercore Trust Co. NA (Invt Mgmt) Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore-IM establishes the client’s goals and appetite for risk and determines how to maximize their chances of success on their terms.	Portfolio Manager-Fixed Income	01/01/2009

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Anciens postes connus de Gary Gildersleeve

Sociétés	Poste	Fin
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.	Portfolio Manager-Fixed Income	01/01/2020
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Corporate Officer/Principal	-
Portfolio General Management Group, Inc. Portfolio General Management Group, Inc. Specialty InsuranceFinance Provides re-insurance programs for vehicle service contracts and other insurable risks	Corporate Officer/Principal	-
Columbia Management Investment Advisers LLC Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index).	Corporate Officer/Principal	-

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Sociétés liées

Entreprise privées	7
Lafayette College Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Finance
Evercore Trust Co. NA (Invt Mgmt) Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore-IM establishes the client’s goals and appetite for risk and determines how to maximize their chances of success on their terms.	Finance
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.	Finance
Columbia Management Investment Advisers LLC Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index).	Finance
Portfolio General Management Group, Inc. Portfolio General Management Group, Inc. Specialty InsuranceFinance Provides re-insurance programs for vehicle service contracts and other insurable risks	Finance