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 […]
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 […]
Evercore Publishes Independent Thinking, Volume 39
How is the stock market so resilient? That’s one of the questions considered in this second special electronic-only edition of Independent Thinking, the journal of Evercore Wealth Management and Evercore Trust Company. We explore a number of investment and planning strategies during the continuing COVID-19 pandemic. Features include Chris Zander’s CEO column, John Apruzzese’s current […]
Finding Common Ground in a Divided America: A Discussion with Jonathan Haidt
Divisions in American society have always run deep. Our client webinar Finding Common Ground in a Divided America: A Discussion with Jonathan Haidt features the best-selling author of The Righteous Mind: Why Good People are Divided by Politics and Religion and co-author of The Coddling of the American Mind: How Good Intentions and Bad Ideas […]
Thriving in a Digital Age: A Primer (and More) on Moving Your Financial Life Online
The shift to digitized personal finance is rapidly accelerating, leaving many with urgent questions on how to make the best of the new digital normal. Our client webinar: Thriving in a Digital Age: A Primer (and More) on Moving Your Financial Life Online, is led by Evercore Wealth Management’s Chairman Jeff Maurer, Portfolio Manager Jonathan […]
Stranger Than Fiction: A Conversation with Steven Brill and Paul Steiger
Stranger Than Fiction: A Conversation with Steven Brill and Paul Steiger, a client webinar hosted by Evercore Wealth Management on June 9, 2020, explored the drivers of misinformation and disinformation, and their potential impact on our health, our political process, and society. Steven Brill is the co-founder and co-CEO of News Guard, the founder of […]
