Evercore Wealth Management recognized in Financial Advisor’s 2026 RIA ranking
Evercore Wealth Management is once again included in Financial Advisor’s 2026 Registered Investment Advisor (RIA) ranking (7/10/26). This recognition reflects our team’s hard work, dedication, and commitment to serving our clients. If you would like to learn more about our firm, please reach out to [email protected].
Q2 2026 Market Outlook
Q2 2026 delivered exceptionally strong equity market returns, driven primarily by accelerating corporate earnings rather than expanding valuations, with AI-related investment continuing to fuel growth across technology, infrastructure, and industrial sectors. While inflation remains above the Fed’s target and interest rates are likely to stay elevated, resilient earnings, healthy consumer spending, and broadening market leadership […]
Justin Miller to Speak at the 2026 Estate Planning for Large Estates Program
Justin Miller, Partner and National Director of Wealth Planning at Evercore Wealth Management, will be a featured speaker at the 2026 Estate Planning for Large Estates Program. His presentation, “QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA,” will examine the fundamentals of Qualified Small Business Stock (QSBS) under Section 1202, recent changes following the […]
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 […]
