Independent Thinking Panel: May 2026 Investment Outlook Webinar
In our latest investment outlook webinar, Chief Investment Officer John Apruzzese and Partner Brian Pollak shared our thinking on the underlying drivers of the market and the prospects for continued growth. If you would like to view the replay, please contact us at [email protected].
Q1 2026 Market Outlook
Uncertainty in the market, the rapid evolution of artificial intelligence, and geopolitical volatility are a lot for investors to process. With this instability comes the need for a diverse and resilient portfolio designed to withstand a range of economic and market outcomes. We believe that the underlying strength of the U.S. economy, ongoing innovation, and […]
Sean Brady Promoted to Partner
Evercore Wealth Management today announced the promotion of Sean Brady to Partner. Mr. Brady is a Wealth & Fiduciary advisor at Evercore Wealth Management and its affiliate, Evercore Trust Company. “Sean is an experienced and thoughtful advisor,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company. “He is a strong contributor to […]
2025 Market Review and Outlook
Domestic and international stocks, along with core bond indices and gold, started the year strong, with the S&P 500 reaching an all-time high on January 9, 2026. While valuations are high, they are not unreasonable. Investors continue to focus on the prospect of lower interest rates and corporate adoption of AI. Questions remain, and we address […]
Independent Thinking Panel: The Annual Investment & Planning Outlook
In our latest investment outlook webinar, Chief Investment Officer John Apruzzese and Partners Brian Pollak and Justin Miller shared our views on current opportunities and challenges in the current environment If you would like to view the replay, please contact us at [email protected].
Q3 2025 Market Review and Outlook
Domestic and international stocks, along with core bond indices and stores of value, like gold, climbed this past quarter, despite continued political and economic policy uncertainty. The U.S. economy is in good shape, companies are reporting solid earnings, and investors remain focused on the potential for two major positives – lower interest rates and higher/faster […]
Evercore Wealth Management Names Kait Oliveira as Managing Director, Portfolio Manager
Evercore Wealth Management today announced the appointment of Kait Oliveira as Managing Director and Portfolio Manager. She advises ultra high net worth families, business owners, financial professionals, and senior corporate executives, delivering tailored investment strategies that integrate disciplined portfolio construction with deep investment analysis, to help clients grow and preserve wealth across generations. Ms. Oliveira […]
Forbes Ranks Evercore Wealth Management a Top RIA Firm
We’re proud to share that Evercore Wealth Management has been named to the 2025 Forbes Top RIA list (10/01/2025). This recognition reflects our team’s unwavering commitment to stewarding our clients’ wealth and providing trusted advice across generations. Discover more about our mission to help high net worth individuals, families, and institutions achieve their goals with […]
Barron’s Once Again Ranks Evercore Wealth Management a Top 100 RIA Firm
Evercore Wealth Management was once again named to the Barron’s Advisor annual ranking of top 100 independent U.S. Registered Investment Advisors for 2025 (9/12/2025). This achievement reflects not only the hard work and dedication of our colleagues, but also the trust and partnership of our clients. At Evercore Wealth Management, we are committed to delivering […]
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 2025 by Financial Advisor (7/11/25). This recognition reflects our unwavering commitment to serving our clients with integrity, transparency and personalized financial guidance. If you would like to learn more about our firm, please contact us at [email protected].
