Real estate needs to be considered against other assets in a portfolio to ensure there is sufficient cash to withstand a downturn, Evercore Wealth Management President Chris Zander told the New York Times.
Evercore Wealth Management marked the firm’s expansion to Palm Beach with an evening event at the newly-renovated Norton Museum, featuring a discussion between Evercore CEO Ralph Schlosstein and Jeff Maurer, CEO of Evercore Wealth Management and Evercore Trust Company, NA.…
Evercore Wealth Management today announced the appointment of Michael Kirkbride as a Managing Director and Portfolio Manager.
Evercore today announced the appointment of Chris Zander as President of Evercore Wealth Management, reporting to the firm’s Chief Executive Officer Jeff Maurer.
Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal. It’s been 10 years since the Great Recession – and 10 years since we opened our doors – and we believe…
While volatility in the stock market can be discomforting, it can provide opportunities for long-term investors, said Martha Pomerantz at the annual Minneapolis Star Tribune investors roundtable. She noted that Evercore Wealth Management expects continued low inflation and interest rates.…
Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal. From China and the United States, to exiting a business, to managing volatile markets in retirement, and planning and investing as…
Chinese-American philanthropists are a growing force in charitable giving, Evercore Wealth Management Wealth & Fiduciary Advisor Dien Yuen told the Financial Times. These donors, including many young donors, are making social or impact investments and setting up new types of…
Evercore ISI was recognized as the top ranked independent firm in Institutional Investor’s All-America Equity Research survey for the fifth consecutive year.