Evercore Wealth Management
“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.
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…
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.
Evercore Wealth Management today announced the appointment of Steven Chung as a Managing Director and Portfolio Manager.
Evercore ISI was recognized as the top ranked independent firm in the Institutional Investor All-America Equity Research survey for the sixth consecutive year.
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…
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.
Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal. The rising U.S. deficit and its impact on private investors is the investment focus of this issue, supported by a review…