Evercore Wealth Management
Companies are on track to spend $200 billion on Artificial Intelligence by 20251, half of that in the United States, but the benefits to date are mixed. When will we see the big economic and investment payout? In our latest…
Evercore Wealth Management was named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors for 2024 (9/13/2024). The ranking includes both quantitative and qualitative considerations such as assets under management, experience and regulatory records, staff diversity,…
Evercore’s Chief Information Security Officer, Elsa Ferreira, and Ruth Calaman, General Counsel and Chief Compliance Officer of Evercore Wealth Management and Evercore Trust Company, hosted our latest webinar, Fighting Back: Protecting Yourself and Your Family from Cyber Attacks. They discussed…
Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2024 by Financial Advisor (7/12/24). We are pleased that our integrated approach to wealth management resonates with clients and that our firm continues to grow. If you would like…
The S&P 500 Index is up 15.3% for the year to date through June 30, 2024, thanks in large part to continued outperformance of Big Tech. High quality bonds were relatively flat and more credit-sensitive fixed income rose modestly. The…
Evercore Wealth Management welcomed attorneys and accountants in New York on June 26 for our presentation Planning Opportunities and Potential Pitfalls with Qualified Small Business Stock. Justin Miller, our National Director of Wealth Planning, led a lively presentation on QSBS, following…
Evercore Wealth Management today announced the appointment of Paula Stumne to managing director, wealth and fiduciary advisor. Ms. Stumne is based in Minneapolis and works directly with ultra high net worth client families, foundations and endowments, delivering comprehensive strategic wealth…
Justin Miller, our National Director of Wealth Planning, and Wealth & Fiduciary Advisors Neza Gallitano and Alex Pavelock hosted our latest webinar, Gifting Before the Estate Tax Exemption Sunset: The Whys, Why Nots, and When. They discussed the practical and financial…
Divorce, no matter how amicable, is a time of considerable reassessment and change. Judy Moses, Partner and Portfolio Manager, and Neza Gallitano, Wealth & Fiduciary Advisor, describe how they work with clients pre- and post-divorce, to build new and sustainable…