Evercore Wealth Management Ranked by Financial Advisor as a leading Registered Investment Advisor
Evercore Wealth Management is ranked among the leading Registered Investment Advisors (RIA) with assets of $1 billion and over by Financial Advisor.
Category: News
Evercore Publishes Independent Thinking, Volume 45
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. Current economic and market conditions are the focus, including how we assess portfolios using a drawdown analysis. We also discuss thoughtful giving…
Gifting and Letting Go: The Emotional and Practical Aspects of Wealth Transfer
Deciding when – and how much – to give children and grandchildren is arguably the most fraught wealth management decision many of us will make. Evercore Wealth Management Partner Justin Miller and guest Dr. Denise Federer discussed the emotional and…
Maintaining Equilibrium: The Evercore Wealth Management Investment Outlook
Recession, if it comes, could impact portfolios.
Prepared for Further Volatility: A Fixed Income Update
Interest rates in the United States and other developed countries are sharply higher so far this year as central banks try to combat inflation. Further rate hikes are likely as inflation, sparked by supply chain disruptions and other consequences of…
Beyond Covid: Accelerating Innovation and Investment Opportunity in Healthcare
In our recent webinar, Independent Thinking panel: Beyond Covid: Accelerating Innovation and Investment Opportunity in Healthcare, Evercore Wealth Management Partner and Portfolio Manager Judy Moses and two of our external fund managers, Joelle Kayden, the founder and managing member of…
Evercore Wealth Management Promotes Sebastian Granzo to Partner
Evercore Wealth Management today announced the appointment of Sebastian Granzo to Partner.
Evercore Publishes Independent Thinking, Volume 44
Welcome to the latest edition of Independent Thinking. As investors weigh the prospect of a longer-than-expected period of inflation and geopolitical uncertainty against otherwise largely solid economic fundamentals and the continued extraordinary successes of American companies, they are concluding that…
The United States and China: Repairing the “Most Consequential” Relationship
In our recent webinar, Independent Thinking panel: The United States and China: Repairing the “Most Consequential” Relationship, Evercore Wealth Management Partner and Portfolio Manager Brian Pollak interviewed David Firestein, President & CEO of the George H.W. Bush Foundation in a…