New York-based Evercore Wealth Management has appointed Paulo Coelho as a vice president and wealth advisor.

Coelho is latterly of Convergent Wealth Advisors, where he was lead advisor to high net worth families, responsible for designing and implementing wealth management strategies, Evercore said.

Previously, Coelho was a senior investment analyst at Ipreo, and a senior analyst at Thomson Reuters before that.

In his new roles, Coelho will be based in New York City, reporting to Wendy Barasch, who is partner and head of business development.

Evercore Wealth Management, a subsidiary of Evercore Partners, was founded in 2008 and is a registered investment advisor. The firm has offices in New York, Minneapolis and San Francisco, CA, with $3.2 billion in client assets as of 31 December 2011. To view an interview with the firm click here.