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 […]
The 2020 Election: The Political, Planning and Investing Outlook
The coming election will reshape the United States, impacting us all. Our client webinar: The 2020 Election: The Political, Planning and Investing Outlook, discussed key investing and wealth planning considerations. Speakers included Sarah Bianchi, Head of U.S. Public Policy and Political Strategy Research at Evercore ISI, and Evercore Wealth Management Chief Investment Officer John Apruzzese […]
Barron’s Ranks Evercore Wealth Management Among “America’s Best RIA Firms”
Evercore Wealth Management was again named to Barron’s annual ranking of top independent U.S. Registered Investment Advisors, or RIAs. The ranking, which Barron’s subscribers can view here, includes both quantitative and qualitative considerations, including assets under management, experience and regulatory records. Additional metrics were incorporated this year, notably technology investment, staff diversity, and succession planning.
Beyond Mentorship: Finding & Becoming an Effective Sponsor
Behind every great woman is a great career sponsor. Our client webinar, Beyond Mentorship: Finding & Becoming an Effective Sponsor, examined the significant differences between mentorship and sponsorship, and explored ways to not only find an impactful sponsor, but to become one as well. Featured speakers included Lori Tauber Marcus, a career coach to C-Suite […]
Muni-Bonds Show Promise for NYC Investors: Howard Cure in Bloomberg
New York City is far from the verge of bankruptcy, says Howard Cure, head of municipal bond research at Evercore Wealth Management. There are real pressures on budgets but plenty of mutual funds, insurance companies and other institutional investors still willing to lend to the city. For more information on bond research at Evercore Wealth […]
Evercore Wealth Management Ranked by Financial Advisor as a leading Registered Investment Advisor
Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, by Financial Advisor. To view the rankings, click here.
Evercore Wealth Management Ranks Among Top RIAs: Financial Times
Evercore Wealth Management has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the United States. Factors considered by the Financial Times include assets under management, asset growth, industry certifications of key employees and the firm’s compliance records.
Great: A Discussion with R.T. Rybak and Milton Speid
How can we be truly effective in our charitable giving? Our client webinar Giving When the Need is so Great: A Discussion with R.T. Rybak and Milton Speid explored vehicles for change, engaging with non-profit organizations, and making a lasting difference through our families’ giving. Our speakers were R.T. Rybak, the CEO and President of […]
