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 […]
We’ve Got This: Successful Aging Takes a Team
Unexpected long-term care expenses can impact your overall financial plan. Our client webinar: We’ve Got This: Successful Aging Takes a Team features Jeff Maurer, Chairman of Evercore Wealth Management, Jennifer Tse, Evercore Wealth Management Wealth & Fiduciary Advisor, and Joanna Gordon Martin, Founder and CEO of Theia Senior Solutions, in an engaging discussion on managing […]
Rumors vs. Realities in the Municipal Bond Market: How Bad is It?
Municipalities across the U.S are dealing with the aftermath of Covid-19 – some states struggling more than others. Our client webinar: Rumors vs. Realities in the Municipal Bond Market: How Bad is It? features Evercore Wealth Management Partners Jim Holihan and Judy Moses, and Howard Cure, Director of Municipal Bond Research, in a discussion of […]
Reappraising Real Estate: An Evercore Investment Roundtable
Do the dislocations in U.S. commercial and residential real estate this year present more opportunity or risk? Our client webinar, Reappraising Real Estate: An Evercore Investment Roundtable covered a lot of ground, from U.S. commercial offices, warehouses, apartment buildings and more, along with the outlook for interest rates, rents and supply and demand flows. Our […]
