Evercore Wealth Management Promotes Three to Partner, Two to Managing Director
Evercore Wealth Management today announced the promotion of three to Partner and two to Managing Director. “I’d like to congratulate our colleagues on their well-deserved promotions,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A. “Our three new Partners and two new Managing Directors have demonstrated their commitment to the values […]
Evercore Publishes Independent Thinking, Volume 41
Record high asset valuations and record low yields, the prospects for inflation in the wake of $3.9 trillion in U.S. fiscal stimulus, and the likelihood of rising taxes and related planning strategies are all topics addressed in the 41st edition of Evercore Wealth Management’s Independent Thinking. This edition also includes articles on transition planning for […]
A New Perspective: The Evercore Wealth Management Planning and Investment Outlook
Evercore Wealth Management’s Chief Executive Officer Chris Zander and Chief Investment Officer John Apruzzese hosted an engaging discussion of the investment risks and opportunities following one of the most tumultuous years in memory. To watch the replay of this event, please click here.
Evercore Wealth Management Shortlisted by Family Wealth Report for Four Awards
Evercore Wealth Management has been shortlisted by the Family Wealth Report for four awards: We are looking forward to the formal announcement in February 2021.
Martha Pomerantz speaks at Investors Roundtable
Evercore Wealth Management Partner and Portfolio Manager Martha Pomerantz participated again this year at the Minneapolis Star Tribune’s annual Investors Roundtable. Topics ranged from the events of 2020 to the outlook for 2021 to private equity and specific investment strategies. “Key in this past year was staying the course when the market turned down in […]
Evercore Wealth Management Partners Listed in Crain’s New York 2020 Notable Women in Financial Advice
Evercore Wealth Management congratulates Partners Jewelle Bickford, Nancy Gabel, Helena Jonassen, and Kate Mulvany for their achievement as 2020 Notable Women in Financial Advice by Crain’s New York Business. Read the article here.
Evercore ISI recognized again as a Top Ranked Independent Firm in U.S. Equity Research
Evercore ISI is the top ranked independent firm in the Institutional Investor’s All-America Equity Research survey for the seventh consecutive year. Ed Hyman, Evercore ISI founder and Chairman, rates the top in Economics – a recognition he has earned 40 times. The 2020 All-America Research team reflects the opinions of 3,667 individuals from almost 1,500 asset management […]
Resetting Relationships: A Conversation with Dame Karen Pierce DCMG, British Ambassador to the United States
Our client webinar: Resetting Relationships: A Conversation with Dame Karen Pierce DCMG, British Ambassador to the United States, was a timely discussion, hosted by Evercore Wealth Management Partner Jewelle Bickford. The engaging webinar covered the Ambassador’s views on the developing relationships with the Biden Administration, Britain’s post-Brexit trade discussions with the European Union, the COVID-19 […]
20/20 Vision: Investing in the Waning Days of a Wild Year
With just over five weeks until the New Year countdown begins, we’ve learned a lot – and we have a lot still to learn. Our client webinar, 20/20 Vision: Investing in the Waning Days of a Wild Year, featured Evercore Wealth Management’s Chief Investment Officer John Apruzzese and Portfolio Managers Martha Pomerantz, Tim Evnin and […]
Got Munis? The Case for Bonds as States Adjust Budgets
Why own bonds now, when rates are so low and states face significant fiscal challenges in managing the impact of COVID-19? While it’s difficult to argue that yields are attractive, Evercore Wealth Management Partner and Portfolio Manager Jim Holihan and Howard Cure, our Director of Municipal Bond Research, make the case in our paper, Got […]
