Evercore Wealth Management
Evercore Wealth Management today announced the expansion of the firm’s San Francisco office with the appointment of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winifred (Winnie) Yam. All four join Evercore from Silicon Valley Bank, a division of First Citizens Bank, and earlier worked at Northern Trust. “This is…
In our latest investment outlook webinar, Chief Investment Officer John Apruzzese and Partners Brian Pollak and Charlie Ryan shared our views on the current economic uncertainty and market volatility, along with strategies for meeting long-term wealth goals. If you would…
The sweeping tariffs announced last Wednesday are more significant than expected, a tenfold effective increase to the highest rates in a century. With the likelihood of recession on the rise, we see value in diversification, as fixed income and private…
Evercore Wealth Management today announced the promotions of Paulo Coelho, Neza Gallitano and Alex Lyden to partner. Mr. Coelho and Ms. Gallitano are wealth & fiduciary advisors at Evercore Wealth Management and its affiliate, Evercore Trust Company N.A.; Mr. Lyden…
Chief Investment Officer John Apruzzese and Partners Brian Pollak and Stephanie Hackett reviewed our current thinking on policy, the economy and markets, along with the asset allocation views for long-term investors. If you would like to view the replay, please…
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. The Magnificent Seven technology giants are arguably the most powerful companies ever built. And they continue to grow, outpacing the S&P 500.…
Mr. Kropf joined Evercore in January 2025 from IEQ Capital, where he worked with advisor teams focused on business growth. Previously, he held a similar role as an executive at First Republic Private Wealth Management. He began his career at…
Strong corporate earnings, confident consumers, a stable labor market, and tempered inflation continue to drive U.S. markets. Valuations are high, however, and we expect more volatility and more muted returns in 2025. We are focused on structuring client portfolios for…
Evercore Wealth Management and Evercore Trust Company Chief Investment Officer, John Apruzzese, National Director of Wealth Planning Justin Miller, and Chair of the Investment Policy Committee Brian Pollak discussed the post-election landscape from an investment and tax perspective. If you…