A leading independent wealth advisory firm
Evercore Wealth Management and Evercore Trust Company
Recognized By The Industry
Chris Zander Interviewed by Barron’s
President & CEO
"They worry about taxes. They worry about transferring wealth tax efficiently. But I would say the top concern is how to educate the next generation to succeed in managing wealth for the family."
Perspectives from Our Wealth and Fiduciary Advisors
The way we serve clients is shaped by how we think. These selected perspectives reflect the shared principles that guide our entire advisory team — and offer a view into the people who bring those principles to life.
"Whatever happens to you or to your personal trustee, a corporate trustee can continue to file tax returns, ensure the safety of assets, and supervise your marketable securities."
Managing Director, Chief Fiduciary Officer, Director of Delaware Trust Services and Trust Counsel
“It’s my job to help executives make informed decisions regarding deferred stock compensation and to appropriately diversify balance sheet risk.”
Partner, Wealth & Fiduciary Advisor
“Private equity can be an important component of a long-term portfolio, adding diversification and potential for outsized growth.”
Partner, Portfolio Manager
Each issue of Independent Thinking® features insights from our advisors on investment strategy, planning, and fiduciary matters.
2025 Market Review and Outlook
January 15, 2026
Domestic and international stocks, along with core bond indices and gold, started the year strong, with the S&P 500 reaching an all-time high on January 9, 2026.
While valuations are high, they are not unreasonable. Investors continue to focus on the prospect of lower interest rates and corporate adoption of AI. Questions remain, and we address those in this brief.
To our thinking, a disciplined, diversified approach remains the best defense against volatility and uncertainty. We remain focused on building robust portfolios, in the context of each client’s long-term financial goals.
Click here to view our latest market update.
Please contact us at [email protected] if you would like to learn more.
Sean Brady Promoted to Partner
March 4, 2026
Evercore Wealth Management today announced the promotion of Sean Brady to Partner. Mr. Brady is a Wealth & Fiduciary advisor at Evercore Wealth Management and its affiliate, Evercore Trust Company.
“Sean is an experienced and thoughtful advisor,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company. “He is a strong contributor to our firm, able to manage complex planning challenges while always putting our clients first and working well within our unique team structure.”
Mr. Brady works with senior executives, private equity principals and families, delivering integrated strategic wealth planning and fiduciary services. He joined Evercore in 2024 from Clarfeld Citizens Private Wealth, where he served for 14 years as a senior client advisor.
Sean earned a B.B.A degree in Finance and Economics from Queens College and an M.B.A. from the Zicklin School of Business at Baruch College. He also holds the CFP® certification.
Chris Zander Interviewed By Barron’s
November 4, 2024
Taxes, transferring wealth, educating the next generation to manage money for the family: these are some of the topics addressed in the Barron’s profile: Here Is What Wealthy Families Worry About, Says Evercore’s Chris Zander. To view the article, click here.
Forbes Ranks Evercore Wealth Management a Top RIA Firm
October 1, 2025
We’re proud to share that Evercore Wealth Management has been named to the 2025 Forbes Top RIA list (10/01/2025).
This recognition reflects our team’s unwavering commitment to stewarding our clients’ wealth and providing trusted advice across generations.
Discover more about our mission to help high net worth individuals, families, and institutions achieve their goals with confidence in this spotlight featuring our CEO, Chris Zander.
Barron’s Once Again Ranks Evercore Wealth Management a Top 100 RIA Firm
September 15, 2025
Evercore Wealth Management was once again named to the Barron’s Advisor annual ranking of top 100 independent U.S. Registered Investment Advisors for 2025 (9/12/2025). This achievement reflects not only the hard work and dedication of our colleagues, but also the trust and partnership of our clients. At Evercore Wealth Management, we are committed to delivering independent advice, customized strategies, and long-term value that align with our clients’ goals.
If you would like to learn more about our firm, please contact us at [email protected].
