Evercore Wealth Management
It is hard to find someone who is not pessimistic about America. Two-thirds of our citizens see the country on the wrong track, particularly because they hate Congress and do not much like the president. Internationally, there is much hand-wringing…
Chief Wealth Advisory Officer Chris Zander spoke at the Family Wealth Summit on October 9 at the Metropolitan Club in New York. He addressed recent development in family offices, noting that families often have a range of advisors but lack…
Evercore Wealth Management was ranked among the top Registered Independent Advisors in the United States by Financial Advisor magazine. For further information on the ranking and other recent industry awards for the firm, please contact Jay Springer at [email protected].
Evercore Wealth Management LLC today announced the appointment of Helena Jonassen as a Managing Director and Wealth Advisor.
As baby boomers retire, the demand for top-quality advice accelerates The extensive new health insurance law; Twitter’s initial public offering; Congress’s partial shutdown of the federal government; Ukraine. It has been a tumultuous time to be an investor, and…
The Financial Times named Evercore Wealth Management among the top Registered Investment Advisors in the United States.
The New York Times featured Evercore Wealth Management in its weekly Your Money column, interviewing Chief Executive Jeff Maurer and Chief Investment Officer John Apruzzese. The full article, titled Telling the Truth on Fees, Warts and All, can be viewed…
Evercore Wealth Management LLC today announced the opening of an office in Florida, to serve high net worth individuals, families and related institutions with integrated financial planning and investment management. In a related move, the firm named three new partners.
“Taxpayers must think differently now than they did in prior years,” said Chris Zander, the Chief Wealth Advisory Officer at Evercore Wealth Management, in an interview with Penta, the Barron’s publication focused on high net worth investors.