Category: News

Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal. The issue focuses on disruption – political, technological and demographic – and related developments that need to be addressed to grow and preserve investment portfolios.…

Evercore Wealth Management Partner and Portfolio Manager Brian Pollak spoke at the Yale U.S.-China forum on trends in wealth management in the United States, including: The Yale-U.S. China Forum is a student-led conference that engages experts from the University, international…

Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal. The issue weighs a number of competing factors in considering how much longer the bull market in U.S. stocks can run. Sky-high investor confidence and…

The market is at its average historic valuation, said John Apruzzese, the Chief Investment Officer of Evercore Wealth Management, in an interview with Barron’s on his study of the relationship between inflation and stock market valuations. “Inflation is absolutely crucial…

Author and activist Gloria Steinem and former DuPont CEO Ellen Kullman were among the speakers at the Evercore Wealth Management April 19 Wise Women event, How Can Women Leverage Their Personal, Professional and Financial Capital To Create Lasting Change? Over…

Evercore Wealth Management, LLC today announced the appointment of Dien Yuen as a Managing Director and Wealth & Fiduciary Advisor in the San Francisco office.

Evercore Wealth Management, LLC today announced the appointment of Thomas Olchon as a Managing Director and Wealth & Fiduciary Advisor.

Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal. This issue includes several articles on tax reform, including one by CEO Jeff Maurer on changing domicile, and the firm’s current outlook for the markets,…