Evercore Wealth Management
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…
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.
Evercore Wealth Management has been shortlisted by the Family Wealth Report for four awards: We are looking forward to the formal announcement in February 2021.
Evercore Wealth Management Partner and Portfolio Manager Martha Pomerantz participated again this year at the Minneapolis Star Tribune’s annual Investors Roundtable. Topics ranged from the events of 2020 to the outlook for 2021 to private equity and specific investment strategies. “Key…
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. Read the article here.
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…
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.
With just over five weeks until the New Year countdown begins, we’ve learned a lot – and we have a lot still to learn.
Why own bonds now, when rates are so low and states face significant fiscal challenges in managing the impact of COVID-19? While it’s difficult to argue that yields are attractive, Evercore Wealth Management Partner and Portfolio Manager Jim Holihan and…