Evercore Wealth Management
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. The Magnificent Seven technology giants are arguably the most powerful companies ever built. And they continue to grow, outpacing the S&P 500.…
Mr. Kropf joined Evercore in January 2025 from IEQ Capital, where he worked with advisor teams focused on business growth. Previously, he held a similar role as an executive at First Republic Private Wealth Management. He began his career at…
Strong corporate earnings, confident consumers, a stable labor market, and tempered inflation continue to drive U.S. markets. Valuations are high, however, and we expect more volatility and more muted returns in 2025. We are focused on structuring client portfolios for…
Evercore Wealth Management and Evercore Trust Company Chief Investment Officer, John Apruzzese, National Director of Wealth Planning Justin Miller, and Chair of the Investment Policy Committee Brian Pollak discussed the post-election landscape from an investment and tax perspective. If you…
What is the current state of philanthropy, and how can I be more involved in the issues I care about? Chris Zander, CEO and President of Evercore Wealth Management, Renee Kaplan, CEO of Forward Global, and Haven Ley, Chief Strategy…
Evercore Wealth Management today announced the appointment of Tracy Schneider to managing director and director of marketing and sales coordination. Based in New York City, Ms. Schneider manages the firm’s marketing efforts and works with Evercore Wealth Management and Evercore…
Taxes, transferring wealth, educating the next generation to manage money for the family: these are some of the topics addressed in the Barron’s profile: Here Is What Wealthy Families Worry About, Says Evercore’s Chris Zander. To view the article, click…
What’s at stake in this election? Brian Pollak, Partner and Chair of the Investment Policy Committee at Evercore Wealth Management spoke with Daniel Clifton, Partner and Head of Policy Research at Strategas, about the significant policy differences between the presidential…
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. We cover a wide range of subjects in this issue. But they all serve as a reminder that change is inevitable. From technology to…