Several legislative and regulatory updates that may be worth considering this year, in the context of overall wealth planning goals.
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Andy Miller, Head of AARP’s innovation Labs and AgeTech Collaborative, joined us for our latest webinar, New Frontiers in Aging: Technology for Long and Happy Lives.
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Evercore Wealth Management was named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors for 2023 (9/15/2023).
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The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
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Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2023 by Financial Advisor (7/14/23).
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John Apruzzese, Chief Investment Officer, and Partners and Portfolio Managers Tim Evnin and Charlie Ryan, discussed our market outlook, including a special focus on equities.
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Soaring property values and shrinking insurance capacity has left many homeowners dangerously exposed.
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Is our real relationship with China confrontational or, as President Nixon declared five decades ago, negotiable?
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The global banking crisis has put depositors, investors, and regulators on alert, in a period of already heightened market/economic uncertainty.
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Is artificial intelligence overhyped? Or is it about to change our lives, in more ways than we can count?
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The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
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After a year in which longstanding economic and investment trends were turned on their heads, what’s next for the markets?
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Howard Cure, National Director of Municipal Bond Research, writes in “Mass Transit Systems: Lawmakers All Aboard (For Now)” that there may be opportunities for bond investors in this sector.
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We were delighted to welcome back Ambassador Dame Karen Pierce as a guest for our recent webinar.
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The new SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) includes some important provisions affecting high net worth individuals and families.
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Deciding if, when, and how to transfer assets to children and grandchildren is one of the most important wealth management decisions families make.
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How should portfolios be positioned to withstand these tumultuous markets?
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The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
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Evercore Wealth Management, LLC and Evercore Trust Company, N.A. professionals assemble an extensive annual guide, to highlight potential opportunities and strategies ahead of our end-of-year planning discussions with our clients.
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Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, hosted our discussion “Making it Count, Beyond the Amount: Innovations in Philanthropy,” with guests Renee Kaplan, Nadia Roumani, and Milton Speid.
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Evercore Wealth Management was again named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors.
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All families struggle: those facing addiction, autism and other physical, mental and emotional health issues struggle more than most. Wealth can help, but without thoughtful planning it can also create additional challenges.
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Evercore Wealth Management is ranked among the leading Registered Investment Advisors (RIA) with assets of $1 billion and over by Financial Advisor.
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The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
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Deciding when – and how much – to give children and grandchildren is arguably the most fraught wealth management decision many of us will make.
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Recession, if it comes, could impact portfolios.
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Interest rates in the United States and other developed countries are sharply higher so far this year as central banks try to combat inflation.
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In our recent webinar, Independent Thinking panel: Beyond Covid: Accelerating Innovation and Investment Opportunity in Healthcare, Evercore Wealth Management Partner and Portfolio Manager Judy Moses and two of our external fund managers, Joelle Kayden, the founder and managing member of Accolade Partners, and Debra Netschert, a health sciences equity portfolio manager at Jennison Associates, discussed the new investment opportunities in an environment that is changing at an accelerated rate, in both the public and private markets.
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Welcome to the latest edition of Independent Thinking.
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In our recent webinar, Independent Thinking panel: The United States and China: Repairing the “Most Consequential” Relationship, Evercore Wealth Management Partner and Portfolio Manager Brian Pollak interviewed David Firestein, President & CEO of the George H.W. Bush Foundation in a contemporary discussion of what the 41st President described as the most consequential bilateral relationship in the world.
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Evercore Wealth Management Shortlisted by Family Wealth Report for Outstanding CEO, CIO:
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2021 was another challenging year on many fronts, with two new COVID variants, related labor market and supply chain shocks, and the highest inflation in decades.
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In our recent webinar, Independent Thinking panel: Investing in Green Technologies: A Conversation on Decarbonization, Panos Ninios of True Green Capital Management, Praveen Sahay of WAVE Equity Partners discussed the production and utilization of alternative energy technology and the prospects for carbon capture, along with the associated investment opportunities and risk.
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Welcome to the latest edition of Independent Thinking.
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Thanks to Erika Cramer, Managing Partner of How Women Invest, Elizabeth Gore, co-founder and president of Hello Alice, and Loretta McCarthy, co-CEO and Managing Partner of Golden Seeds, for joining Partner and Portfolio Manager Stephanie Hackett in our October 13 Independent Thinking panel, Seeds to Success: Early Stage Investing in Women-Led Companies.
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Evercore Wealth Management was named to Financial Planning’s 2021 Registered Investment Advisors (RIA) Leaders List, which ranks the top 150 fee-only firms based on assets under management.
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In our webinar, Independent Thinking panel series: Advancing at the Intersection of Climate Change and Capital: A Webinar with Futurist Andrew Zolli, we spoke on the present and coming impacts of climate change on industries, businesses and investors.
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Evercore Wealth Management was again named to the Barron’s annual ranking of top independent U.S. Registered Investment Advisors, or RIAs.
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Andrew Cuomo is the second New York governor forced out of office in 15 years, along with two Senate leaders, a state attorney general, an assembly speaker and a state comptroller.
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Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, with assets of $1 billion and over, by Financial Advisor.
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Welcome to the latest edition of Independent Thinking. We focus on rising inflation, which we believe are transitory, and rising taxes, likely to be a longer-term issue.
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As the economy fully reopens, it is evident we are experiencing a burst of inflation.
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New York City will remain a global center for finance, education, healthcare, technology and culture, but not without changes to its prior established position. Investment exposures should be allocated and managed accordingly.
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Right now, American education is undergoing a rapid transformation.
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The timing of our recent Independent Thinking panel: Let’s Visit Mars with Dr. Dava Newman was fortunate; NASA’s Mars helicopter Ingenuity last week set records, flying faster and further than expected.
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Evercore Wealth Management is ranked among the largest RIAs in San Francisco by the San Francisco Business Times.
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How can we support children, teens and young adults to navigate the return to an in-person world, after so long a time living in a largely virtual one?
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Evercore Wealth Management Partner Nancy Shavel Gabel was recognized by Citywealth’s 2021 Powerwomen Awards for winning Gold as Woman of the Year Leadership – Financial organization – Director.
The middle market represents over 200,000 U.S. companies, employs over 48 million workers, and makes up about one-third of private sector GDP. It can be seen as a bellwether for the U.S. economy.
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Record high asset valuations and record low yields, the prospects for inflation in the wake of $3.9 trillion in U.S. fiscal stimulus, and the likelihood of rising taxes and related planning strategies are all topics addressed in the 41st edition of Evercore Wealth Management’s Independent Thinking.
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Evercore Wealth Management’s Chief Executive Officer Chris Zander and Chief Investment Officer John Apruzzese hosted an engaging discussion of the investment risks and opportunities following one of the most tumultuous years in memory.
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Evercore Wealth Management has been shortlisted by the Family Wealth Report for four awards:
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Evercore Wealth Management Partner and Portfolio Manager Martha Pomerantz participated again this year at the Minneapolis Star Tribune’s annual Investors Roundtable.
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Evercore Wealth Management congratulates Partners Jewelle Bickford, Nancy Gabel, Helena Jonassen, and Kate Mulvany for their achievement as 2020 Notable Women in Financial Advice by Crain’s New York Business.
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Evercore ISI is the top ranked independent firm in the Institutional Investor’s All-America Equity Research survey for the seventh consecutive year. Ed Hyman, Evercore ISI founder and Chairman, rates the top in Economics – a recognition he has earned 40 times.
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Our client webinar: Resetting Relationships: A Conversation with Dame Karen Pierce DCMG, British Ambassador to the United States, was a timely discussion, hosted by Evercore Wealth Management Partner Jewelle Bickford.
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With just over five weeks until the New Year countdown begins, we’ve learned a lot – and we have a lot still to learn.
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Why own bonds now, when rates are so low and states face significant fiscal challenges in managing the impact of COVID-19?
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Unexpected long-term care expenses can impact your overall financial plan.
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Municipalities across the U.S are dealing with the aftermath of Covid-19 – some states struggling more than others.
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Do the dislocations in U.S. commercial and residential real estate this year present more opportunity or risk?
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The coming election will reshape the United States, impacting us all.
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Evercore Wealth Management was again named to Barron’s annual ranking of top independent U.S. Registered Investment Advisors, or RIAs.
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Behind every great woman is a great career sponsor.
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New York City is far from the verge of bankruptcy, says Howard Cure, head of municipal bond research at Evercore Wealth Management.
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Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, by Financial Advisor.
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Evercore Wealth Management has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
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How can we be truly effective in our charitable giving?
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How is the stock market so resilient?
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Divisions in American society have always run deep.
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The shift to digitized personal finance is rapidly accelerating, leaving many with urgent questions on how to make the best of the new digital normal.
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Stranger Than Fiction: A Conversation with Steven Brill and Paul Steiger, a client webinar hosted by Evercore Wealth Management on June 9, 2020, explored the drivers of misinformation and disinformation, and their potential impact on our health, our political process, and society.
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It’s a challenging but opportune time for active investors, Evercore Wealth Management Chief Investment Officer John Apruzzese told Barron’s.
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What are the long-term consequences of the Covid-19 pandemic? What choices we will make on the road to global recovery?
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Taking a gap year is an attractive alternative to starting college online, but to use this strategy effectively, it’s important for students to develop an authentic, practical project.
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The New York City small business contingency program is too small to make much of a difference for the surge of businesses suddenly in need as a result of the Covid 19 mandatory shutdowns, said Howard Cure, director of municipal bond research at Evercore Wealth Management, in an interview with the New York Times.
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Evercore Wealth Management’s client webinar on April 21: Now and Next: A Webinar Series on Resilience & Recovery featured Andrew Zolli, futurist and co-author of the novel Resilience: Why Things Bounce Back. Read More
Recent gains in the markets provide a real opportunity to re-assess wealth plans to make sure they reflect individual needs and risk tolerance.
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Increasing cyberattacks are among the unfortunate side effects of COVID-19.
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The special edition of Independent Thinking, the journal of Evercore Wealth Management and Evercore Trust Company, focuses on the investment and planning strategies during the Covid-19 pandemic.
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Evercore Wealth Management awarded by Family Wealth Report the 2020 top Private Client Investment Platform; Chris Zander named Leading Individual.
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Staying focused on long-term goals can be challenging in periods of market turmoil.
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All of us at Evercore are committed to doing our part in the business community to help contain the spread of COVID-19, and to protect our colleagues, clients, friends and families.
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Stocks have dropped precipitously as investors anticipate recession and an accompanying credit crisis.
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Evercore Wealth Management and Evercore Trust Company are prepared in the event that the coronavirus becomes more prevalent.
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Evercore Wealth Management today announced the promotions of Portfolio Manager Jonathan Bergner and Financial Advisor Nancy Gabel to Partner.
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As the COVID-19 strain of coronavirus spreads, so does the temptation to blame it for all of the recent changes in market conditions.
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The stock component of executive compensation and many transactions has grown with market appreciation, Evercore Wealth Management CEO Chris Zander said in an interview with Citywealth.
Evercore Wealth Management’s Minneapolis office ranks among top wealth managers in the Minneapolis and St. Paul area, according to the Minneapolis / St. Paul Business Journal, which based its survey on local assets under management.
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Investors in New York debt are eager to hear how the state’s legislators will grapple with a projected $6.1 billion fiscal deficit, the largest in a decade. Howard Cure, Director of Municipal Research at Evercore Wealth Management, reviews the outlook for the state. Read more below.
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Evercore Wealth Management today announced the appointment of Michael Beck as a Managing Director and Portfolio Manager.
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Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal.
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Chris Zander will succeed Jeff Maurer as CEO of Evercore Wealth Management and Evercore Trust Company, N.A., effective January 2, 2020. Jeff Maurer will become Chairman.
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Evercore Wealth Management has been shortlisted by the Family Wealth Report for six awards:
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Some people felt they had time to make a decision on when to make big lifetime gifts, says Chris Zander, President of Evercore Wealth Management, in an interview with Ashlea Ebeling in Forbes.
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“We continue to have conversations with clients about changing domicile from high tax jurisdictions to Florida,” says Chris Zander, president of Evercore Wealth Management, in an interview with Ashlea Ebeling in Forbes.
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The endowment model is more risky for private investors than a 60/40 split between equities and fixed income, said John Apruzzese, Partner and Chief Investment Officer of Evercore Wealth Management, in an interview with Paul Sullivan in the New York Times.
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Evercore Wealth Management Partner Martha Pomerantz was named by Pollen as one of the 50 Minnesotans over the age of 50 who have made a significant community contribution.
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Evercore Wealth Management today announced the appointment of Steven Chung as a Managing Director and Portfolio Manager.
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Evercore ISI was recognized as the top ranked independent firm in the Institutional Investor All-America Equity Research survey for the sixth consecutive year.
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California’s massive and diverse economy has performed well for years, but significant issues need to be addressed, including the high cost of living. The ramifications of this growing wealth gap may otherwise soon affect investors.
Click here to download our California bond outlook.
Evercore Wealth Management is again named by Barron’s as a top U.S. Registered Investment Advisor in the publication’s annual ranking. Click here to view the feature.
Investment and technology are key to the firm’s continued growth, said Chris Zander, president of Evercore Wealth Management and Evercore Trust Company, in an interview with Citywire.
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Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal.
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Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, with over $1 billion in assets under management.
To view the rankings, click here.
Assets under management at Evercore Wealth Management now total approximately $8.1 billion, as of March 31, 2019.
Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal.
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Evercore Wealth Management Director of Municipal Bond Management Howard Cure spoke with The Bond Buyer about New York Mayor Bill de Blasio’s budget proposal.
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Over a hundred women from a wide range of backgrounds came together to contribute to the Wise Women afternoon on April 3 in New York.
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Real estate needs to be considered against other assets in a portfolio to ensure there is sufficient cash to withstand a downturn, Evercore Wealth Management President Chris Zander told the New York Times.
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Evercore Wealth Management marked the firm’s expansion to Palm Beach with an evening event at the newly-renovated Norton Museum, featuring a discussion between Evercore CEO Ralph Schlosstein and Jeff Maurer, CEO of Evercore Wealth Management and Evercore Trust Company, NA.
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Evercore Wealth Management today announced the appointment of Michael Kirkbride as a Managing Director and Portfolio Manager.
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Evercore today announced the appointment of Chris Zander as President of Evercore Wealth Management, reporting to the firm’s Chief Executive Officer Jeff Maurer.
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Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal.
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While volatility in the stock market can be discomforting, it can provide opportunities for long-term investors, said Martha Pomerantz at the annual Minneapolis Star Tribune investors roundtable. She noted that Evercore Wealth Management expects continued low inflation and interest rates. To view the firm’s latest thinking, please see the current issue of Independent Thinking.
The full article can be viewed by subscribers here (http://www.startribune.com/annual-investors-roundtable-volatile-markets-cause-optimism-to-wane/503615222). Ms. Pomerantz is a Partner and Portfolio Manager at Evercore Wealth Management and the manager of the firm’s Minneapolis office. She can be contacted at martha.pomerantz@evercore.com.
Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal.
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Chinese-American philanthropists are a growing force in charitable giving, Evercore Wealth Management Wealth & Fiduciary Advisor Dien Yuen told the Financial Times.
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Evercore ISI was recognized as the top ranked independent firm in Institutional Investor’s All-America Equity Research survey for the fifth consecutive year.
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Evercore Wealth Management ranks again among the top Registered Investment Advisory firms, or RIAs, in the United States, according to Barron’s.
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Evercore (NYSE: EVR) today announced the relocation of the headquarters of its wholly-owned subsidiary Evercore Trust Company, N.A. to Delaware.
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Evercore Wealth Management, LLC today announced the appointment of Daniel Stolfa as a Managing Director and Wealth & Fiduciary Advisor at the firm’s office in Minneapolis.
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Evercore Wealth Management, LLC today announced the opening of an office in Palm Beach, Florida.
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Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
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Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, with over $1 billion in assets under management.
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Evercore Wealth Management Partner and Portfolio Manager Brian Pollak spoke at the Yale U.S.-China forum on trends in wealth management in the United States, including:
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Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
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The market is at its average historic valuation, said John Apruzzese, the Chief Investment Officer of Evercore Wealth Management, in an interview with Barron’s on his study of the relationship between inflation and stock market valuations.
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Author and activist Gloria Steinem and former DuPont CEO Ellen Kullman were among the speakers at the Evercore Wealth Management April 19 Wise Women event, How Can Women Leverage Their Personal, Professional and Financial Capital To Create Lasting Change?
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New York, New Jersey and Connecticut face big fiscal challenges. Competitive economic forces, changing federal programs, and each state’s own mismanagement together threaten one of the most economically diverse and dynamic regions of the country.
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Evercore Wealth Management, LLC today announced the appointment of Dien Yuen as a Managing Director and Wealth & Fiduciary Advisor in the San Francisco office.
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Evercore Wealth Management, LLC today announced the appointment of Thomas Olchon as a Managing Director and Wealth & Fiduciary Advisor.
Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
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The Tax Cuts and Jobs Act of 2017 has wide-ranging ramifications for the economy, the markets, and families.
Common market valuation metrics can make the stock market seem more expensive than it is, argues Evercore Wealth Management Chief Investment Officer John Apruzzese in a white paper published by the firm.
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Evercore Wealth Management CEO Jeff Maurer told The New York Times that preparing for the possibility of becoming incapacitated by illness is a test of managing expectations around the unexpected.
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Evercore Wealth Management was ranked among the top 30 Registered Investment Advisory firms, or RIAs, in the United States by Barron’s.
Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, with over $1 billion in assets under management.
Despite its wealth and educated work force, the State of New Jersey has struggled for years to balance its budget and address its embedded financial liabilities – particularly employee pensions.
Evercore Wealth Management, LLC today announced the appointment of Debora Carswell as a Managing Director and Financial Advisor in the firm’s Florida office.
Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
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The Patient Protection and Affordable Care Act, or ACA, remains, as Speaker of the House Paul Ryan observed, the law of the land.
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One thing we can be certain of at this still early juncture in the Trump Administration is greater uncertainty than many investors are accustomed to in the markets.
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Barron’s cited Evercore Wealth Management CIO John Apruzzese’s view that any discussion of income inequality in the United States must include federal payroll taxes (the amounts taken out for Social Security and Medicare), as well as income taxes, and the income-redistribution programs they help finance.
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Family Wealth Report published an article by Chris Zander on wealth planning in 2017, headlining it Evercore on the New Administration’s First Round.
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Evercore Wealth Management Partner and Portfolio Manager Martha Pomerantz participated in the Minneapolis StarTribune annual roundtable, for a discussion of the 2017 investment outlook.
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For all the changes in bond market yields since the surprise election of Donald Trump, some important economic drivers haven’t changed.
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Managing an executive stock sale means balancing logistical and emotional factors, Evercore Wealth Management Partner and Wealth & Fiduciary Advisor Iain Silverthorne told Forbes.
The results are in for statewide ballot initiatives in California and the impact is generally positive for the stability of the state’s fiscal position and credit quality.
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As wealth managers, we are focused on meeting each client’s goals, plain and simple.
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Evercore Wealth Management clients and Minneapolis-based Partner & Portfolio Manager Martha Pomerantz were featured in an article in the Wealth Matters section of the New York Times.
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Investors have for years utilized family-controlled entities as part of their estate and wealth transfer planning to shift assets to succeeding generations while minimizing transfer taxes, facilitating succession and governance planning, and enhancing long-term family asset management.
Evercore Wealth Management, LLC today announced the appointment of Douglas Dewey as a Managing Director and Financial Advisor.
Evercore Wealth Management was named among the 2016 Top 300 Registered Investment Advisers in the United States by the Financial Times.
Evercore Wealth Management Director of Municipal Bond Research Howard Cure was quoted by The Wall Street Journal on the recent surge of investor interest in munis.
Evercore Wealth Management, LLC today announced the appointment of Thomas Mahowald as a Managing Director and Portfolio Manager to the firm’s Minneapolis office.
Evercore today announced the opening of Evercore Trust Company of Delaware, to enhance the firm’s fiduciary and investment services for high net worth families and related institutions across the United States.
Evercore Wealth Management Chief Investment Officer John Apruzzese was quoted in the New York Times on his 2016 outlook.
Evercore Wealth Management Partner and Portfolio Manager Martha Pomerantz joined the Minneapolis StarTribune roundtable, for a discussion of the 2016 investment outlook.
Evercore ISI chairman Ed Hyman expects slow but steady economic gains and modest interest rates for the next several years, Barron’s reported.
Evercore Wealth Management Director of Municipal Bond Research Howard Cure is featured in a Bond Buyer podcast on the issues facing the New York transit system.
Howard Cure, the Director of Municipal Bond Research at Evercore Wealth Management, discusses the California fiscal landscape with Bond Buyer, noting that the state has made significant improvements that voters now need to protect.
Families can provide for troubled children through special purpose trusts, Karen Francois told the New York Times. Ms. Francois is the Chief Personal Trust Officer at Evercore Trust Company, N.A., and a Partner and Wealth Advisor at Evercore Wealth Management.
After a four-year rise without a correction of 10% or more, one of the longest on record, the S&P 500 index has lost 12% in just four months, most of it in three trading days. While this extreme volatility is unsettling, U.S. investors should keep in mind that the drivers, notably the continued slow-down in China and related drop in most commodity prices, are not entirely correlated to the U.S. economy.
Evercore Wealth Management has been ranked among the leading Registered Investment Advisors, or RIAs, with over $1 billion in assets under management. To view the article, click here.
Evercore Wealth Management was named to the Financial Times ranking of 300 Top Registered Investment Advisors.
Chris Zander, Chief Wealth Advisory Officer at Evercore Wealth Management, was quoted by Forbes in an article on investing appreciated employer stock ahead of tax changes.
The Evercore Wealth Management Director of Municipal Bond Research, Howard Cure, was quoted by Bloomberg Politics on Mayor Bill de Blasio’s proposed record $78 billion budget.
Evercore Wealth Management LLC today announced the appointment of two Wealth Advisors, Darlene Marchesani and Kirsten Weisser.
Evercore Wealth Management Chief Wealth Advisory Officer Chris Zander was interviewed by Penta, the Barron’s publication for high net worth investors, on tax-efficient investment strategies.
Richard Hokenson, head of global demographics research at Evercore ISI, was quoted in the Tampa Business Journal on the business outlook in Florida, following a presentation to Evercore Wealth Management clients at The Birchwood in St. Petersburg.
Evercore Wealth Management Portfolio Manager Charles Ryan is always on the lookout for companies with best-in-class management and innovative drugs, said Worth in a round-up on top investment ideas. The article noted that he has added cash generation as another criterion in evaluating companies, as the healthcare market becomes more selective.
Some European markets, notably Germany, are increasingly attractive, Evercore Wealth Management CIO John Apruzzese told CNBC.
John Apruzzese, the Chief Investment Officer at Evercore Wealth Management, was cited by Sarasota Herald-Tribune columnist Ernest “Doc” Werlin in an article on negative interest rates, noting that some $2 trillion, or about 16% of the world’s government bonds, now offer negative returns. The columnist attended a recent Evercore Wealth Management client event in Sarasota.
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“The successful transfer of company leadership requires education and planning,” wrote Evercore Wealth Management Partner and Wealth Advisor Julie Krieger in a recent article in Upsize Magazine, a Minnesota small business publication. The right team and plan can ensure a smooth – and tax-efficient – transition.
Clients at Evercore Wealth Management participated in a discussion with bestselling author Steven Brill (America’s Bitter Pill: Money, Politics, Backroom Deals, and the Fight to Fix Our Broken Healthcare System, Random House, January 5, 2015) and CBS News’ Lesley Stahl at the firm’s headquarters in New York.
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Evercore Wealth Management LLC today announced the appointment of John Sawin as a Vice President and Financial Advisor at the San Francisco office of the firm.
The Evercore Wealth Management office in Minneapolis was profiled in the Minneapolis Star Tribune.
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Evercore Wealth Management LLC today announced the promotion of Portfolio Manager Brian Pollak to Partner.
Evercore Partners (NYSE: EVR) ) today announced record adjusted pro forma net revenues of $911.9 million for the 12 months ended December 31, 2014, up 20% from $765.4 million a year earlier. Assets under management at Evercore Wealth Management rose 16% to $5.7 billion for the year.
Private investment infrastructure are increasing in the United States, according to the Chicago Tribune in an article quoting Howard Cure, Director of Municipal Bond Research at Evercore Wealth Management. A growing number of institutional funds allow companies to invest in infrastructure assets while the government retains ownership.
Evercore Wealth Management LLC today announced the appointment of Stephanie Hackett as a Managing Director and Portfolio Manager.
Evercore Wealth Management Wealth Advisor Julie Krieger was interviewed by the Minneapolis Star Tribune’s Your Money column on the relative advantages of taking a lump sum or an annuity payment.
The Tampa Bay Times featured a recent Evercore Wealth Management event with Evercore Founder and Executive Chairman Roger Altman and Evercore Wealth Management CEO Jeff Maurer at the Oxford Exchange.
It is hard to find someone who is not pessimistic about America. Two-thirds of our citizens see the country on the wrong track, particularly because they hate Congress and do not much like the president. Internationally, there is much hand-wringing over American decline.
Chief Wealth Advisory Officer Chris Zander spoke at the Family Wealth Summit on October 9 at the Metropolitan Club in New York. He addressed recent development in family offices, noting that families often have a range of advisors but lack an experienced central coordinator to oversee their overall wealth plan, as well as administrative and financial reporting functions.
Evercore Wealth Management was ranked among the top Registered Independent Advisors in the United States by Financial Advisor magazine. For further information on the ranking and other recent industry awards for the firm, please contact Jay Springer at springer@evercore.com.
As baby boomers retire, the demand for top-quality advice accelerates
The extensive new health insurance law; Twitter’s initial public offering; Congress’s partial shutdown of the federal government; Ukraine. It has been a tumultuous time to be an investor, and that is just in the past 12 months.
The Financial Times named Evercore Wealth Management among the top Registered Investment Advisors in the United States.
The New York Times featured Evercore Wealth Management in its weekly Your Money column, interviewing Chief Executive Jeff Maurer and Chief Investment Officer John Apruzzese. The full article, titled Telling the Truth on Fees, Warts and All, can be viewed by clicking here.
Alternatively, please contact Jay Springer at springer@evercore.com for a hard copy.
“Taxpayers must think differently now than they did in prior years,” said Chris Zander, the Chief Wealth Advisory Officer at Evercore Wealth Management, in an interview with Penta, the Barron’s publication focused on high net worth investors.
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When wealth is tied up in a family business, it can be hard to pass those assets to the next generation without Uncle Sam taking a big bite.
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Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisors Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
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You can download our brochure from the link - Brochure 2013.