Culture & Capitalism at the Norton In Palm Beach

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 Publishes Independent Thinking, Winter 2019

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…

Martha Pomerantz speaks at Investors Roundtable

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 Publishes Independent Thinking, Fall 2018

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…

Financial Times Quotes Dien Yuen on Chinese-American Philanthropy

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…

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