Evercore Wealth Management Ranked by Financial Advisor as a leading Registered Investment Advisor
Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2023 by Financial Advisor (7/14/23).
Category: News
Independent Thinking Panel: A New Perspective on the Markets: Our Investment Outlook
John Apruzzese, Chief Investment Officer, and Partners and Portfolio Managers Tim Evnin and Charlie Ryan, discussed our market outlook, including a special focus on equities.
Independent Thinking Panel: Mind the (Protection) Gap: A P&C Insurance Primer
Soaring property values and shrinking insurance capacity has left many homeowners dangerously exposed. Adequate limits for umbrella liability insurance can also be difficult to identify. Jeff Maurer, Chairman of Evercore Wealth Management and Evercore Trust Company and guest Scott Carmilani, Executive…
Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor
Evercore Wealth Management today announced the appointment of Neza Gallitano to Managing Director, Wealth and Fiduciary Advisor.
Independent Thinking Panel: Confrontation or Negotiation? Sino-American Relations and the Implications for U.S. Investors
Is our real relationship with China confrontational or, as President Nixon declared five decades ago, negotiable?
Independent Thinking Panel: Bank Shake-Up: What Does It Mean for Private Capital Investors?
The global banking crisis has put depositors, investors, and regulators on alert, in a period of already heightened market/economic uncertainty.
AI Is Going to (Really) Change Your Life
Is artificial intelligence overhyped? Or is it about to change our lives, in more ways than we can count?
Evercore Publishes Independent Thinking, Volume 47
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. We address asset allocation in a changing investment landscape, and we discuss three aspects of strategic wealth planning: pre-transaction planning for business…
Evercore Wealth Management Promotes Michael Kirkbride, Aldo Palles and Ross Saia to Partner
Evercore Wealth Management today announced the promotions of Portfolio Manager Michael Kirkbride, Portfolio Manager Aldo Palles, and Wealth and Fiduciary Advisor Ross Saia to partner. Mr. Kirkbride is based at the Evercore headquarters in New York City; Mr. Palles and…