Evercore Wealth Management today announced the promotions of Portfolio Manager Michael Kirkbride, Portfolio Manager Aldo Palles, and Wealth and Fiduciary Advisor Ross Saia to partner.
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Evercore Wealth Management today announced the appointment of Sebastian Granzo to Partner.
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Evercore Wealth Management today announced the appointment of Eva Anthony as Managing Director and Wealth & Fiduciary Advisor of Evercore Wealth Management and Evercore Trust Company, N.A.
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Evercore Wealth Management today announced the appointment of Justin Miller as Partner and National Director of Wealth Planning.
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Evercore Wealth Management today announced the appointment of Alex Lyden-Horn as Managing Director, Director of Delaware Trust Services and Trust Counsel at Evercore Trust Company, N.A.
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Evercore Wealth Management today announced the promotion of three to Partner and two to Managing Director.
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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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Evercore Wealth Management today announced the appointment of Michael Beck as a Managing Director and Portfolio Manager.
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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 today announced the appointment of Steven Chung as a Managing Director and Portfolio Manager.
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Evercore Wealth Management today announced the promotions of Stephanie Hackett, Helena Jonassen and Kate Mulvany to Partner.
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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 (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, 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, LLC today announced the appointment of Debora Carswell as a Managing Director and Financial Advisor in the firm’s Florida office.
Evercore Wealth Management, LLC today announced the appointment of Jill Faherty Lloyd as a Managing Director and Financial Advisor.
Evercore Wealth Management, LLC today announced the appointment of Douglas Dewey as a Managing Director and Financial Advisor.
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 LLC today announced the appointment of Mark McClintock as a Managing Director and Portfolio Manager to the firm’s Florida office.
Evercore Wealth Management LLC today announced the appointment of two Wealth Advisors, Darlene Marchesani and Kirsten Weisser.
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.
Evercore Wealth Management LLC today announced the promotion of Portfolio Manager Brian Pollak to Partner.
Evercore Wealth Management LLC today announced the appointment of Stephanie Hackett as a Managing Director and Portfolio Manager.
Evercore Wealth Management LLC today announced the appointment of Helena Jonassen as a Managing Director and Wealth Advisor.
Evercore Wealth Management LLC today announced the opening of an office in Florida, to serve high net worth individuals, families and related institutions with integrated financial planning and investment management. In a related move, the firm named three new partners.
Evercore Wealth Management, LLC, today announced the expansion of its national wealth advisory service with the appointment of Jewelle Bickford as Partner and Wealth Advisor.
Evercore Wealth Management, LLC today announced that it has completed the acquisition of Mt. Eden Investment Advisors, LLC, a San Francisco-based wealth management firm, under the terms of the agreement announced on November 7, 2012.
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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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