Evercore Publishes Independent Thinking, Spring 2017
Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
This issue includes articles by:
- John Weinberg, Executive Chairman of Evercore, on his expectations for the firm
- Evercore Wealth Management CEO Jeff Maurer on recovering from market and other setbacks in the latest in his regular columns on the opportunities and challenges facing aging Baby Boomers
- Chief Investment Officer John Apruzzese on the respective – and complementary – roles of active and passive investing strategies in individual portfolios
- Chris Zander, Chief Wealth & Fiduciary Advisor at Evercore Wealth Management, on the value of “active wealth management” in integrating investing with financial planning
Please contact the editor of Independent Thinking, Aline Sullivan, with any questions or comments about the publication at firstname.lastname@example.org.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
©2016 Evercore Wealth Management LLC. All rights reserved.