Evercore Wealth Management Named a Leading RIA: The Financial Times
The Financial Times named Evercore Wealth Management among the top Registered Investment Advisors in the United States.
Category: News
Evercore Wealth Management Featured in the New York Times
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 Expands to Florida, Names Three New Partners
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.
Chris Zander Quoted in Barron’s Penta on Year-End Tax Planning
“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.
Evercore Wealth Management Expands Wealth Advisory, Appoints Jewelle Bickford Partner & Wealth Advisor
Evercore Wealth Management, LLC, today announced the expansion of its national wealth advisory service with the appointment of Jewelle Bickford as Partner and Wealth Advisor.
Evercore Wealth Management Completes Acquisition of Mt. Eden Investment Advisors
Evercore Wealth Management, LLC today announced that it has completed the acquisition of Mt. Eden Investment Advisors, LLC, a San Francisco-based wealth management firm, under the terms of the agreement announced on November 7, 2012.
Julie Krieger Featured in Wall Street Journal on Wealth Transfer
When wealth is tied up in a family business, it can be hard to pass those assets to the next generation without Uncle Sam taking a big bite.