Evercore Wealth Management
Families can provide for troubled children through special purpose trusts, Karen Francois told the New York Times. Ms. Francois is the Chief Personal Trust Officer at Evercore Trust Company, N.A., and a Partner and Wealth Advisor at Evercore Wealth Management.
Evercore Wealth Management has been ranked among the leading Registered Investment Advisors, or RIAs, with over $1 billion in assets under management. To view the article, click here.
Evercore Wealth Management LLC today announced the appointment of Mark McClintock as a Managing Director and Portfolio Manager to the firm’s Florida office.
Evercore Wealth Management was named to the Financial Times ranking of 300 Top Registered Investment Advisors.
Chris Zander, Chief Wealth Advisory Officer at Evercore Wealth Management, was quoted by Forbes in an article on investing appreciated employer stock ahead of tax changes.
The Evercore Wealth Management Director of Municipal Bond Research, Howard Cure, was quoted by Bloomberg Politics on Mayor Bill de Blasio’s proposed record $78 billion budget.
Evercore Wealth Management LLC today announced the appointment of two Wealth Advisors, Darlene Marchesani and Kirsten Weisser.
Evercore Wealth Management Chief Wealth Advisory Officer Chris Zander was interviewed by Penta, the Barron’s publication for high net worth investors, on tax-efficient investment strategies.
Richard Hokenson, head of global demographics research at Evercore ISI, was quoted in the Tampa Business Journal on the business outlook in Florida, following a presentation to Evercore Wealth Management clients at The Birchwood in St. Petersburg.