People Moves
Who's Moving Where In Wealth Management? Evercore
The latest senior moves in the North America wealth management market.
Evercore
Evercore
Wealth Management has appointed Justin Miller as partner and
national director of wealth planning. Miller will also serve as a
senior wealth and fiduciary advisor at the San Francisco office
of Evercore Wealth Management and Evercore Trust Company, NA.
Before this role, Miller was at BNY Mellon Wealth Management as a national wealth strategist, advising clients on tax, trusts and estates, charitable planning and family governance. Prior to joining BNY Mellon in 2011, he worked at Wells Fargo and, earlier, at Sidley Austin, where he began his career as a tax attorney.
Miller is an adjunct professor at Golden Gate University School of Law, a fellow of the American Bar Foundation, and a fellow of the American College of Trust and Estate Counsel. He has served in leadership positions with the American Bar Association, California Bar Foundation, San Francisco Estate Planning Council, and State Bar of California, and he is a former editor-in-chief of the California Tax Lawyer. Miller received a BA, with honors, from the University of California, Berkeley, and a JD and LL M in Taxation from New York University School of Law. He also holds the Accredited Estate Planner® and Certified Financial Planner™ designations and is a member of the State Bar of California.
