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 […]
John Apruzzese on Active Investing: Barron’s

It’s a challenging but opportune time for active investors, Evercore Wealth Management Chief Investment Officer John Apruzzese told Barron’s. The dominance in the S&P 500 by the big tech stocks is an important consideration in asset allocation and portfolio management. Barron’s subscribers can view the article here.
New York Small Business Programs Underfunded: Howard Cure in the New York Times

“The New York City small business contingency program is too small to make much of a difference for the surge of businesses suddenly in need as a result of the COVID-19 mandatory shutdowns,” said Howard Cure, director of municipal bond research at Evercore Wealth Management, in an interview with the New York Times. “It’s just so […]
Cyber-Smart in a Time of Pandemic

Increasing cyberattacks are among the unfortunate side effects of COVID-19. Our latest webinar, Cyber-Aware in a Pandemic, featured Elsa Ferreira, Chief Information Security Officer at Evercore, Bart McDonough, the CEO and Founder of Agio, an Information and cyber security services provider to the financial services companies, and Evercore Wealth Management Partner and Wealth & Fiduciary […]
Evercore Publishes a Special Edition of Independent Thinking

The special edition of Independent Thinking, the journal of Evercore Wealth Management and Evercore Trust Company, focuses on the investment and planning strategies during the Covid-19 pandemic. Features include Chris Zander’s first column as CEO, John Apruzzese’s current investment outlook, Jeff Maurer’s take on resilient portfolios, and a number of other topical pieces. Please contact […]
Evercore Wealth Management awarded by Family Wealth Report the 2020 top Private Client Investment Platform; Chris Zander named Leading Individual

Evercore Wealth Management awarded by Family Wealth Report the 2020 top Private Client Investment Platform; Chris Zander named Leading Individual. Click here to view these and other awards.
Keeping Calm in a Market Panic: The Evercore Wealth Management Investment Outlook

Staying focused on long-term goals can be challenging in periods of market turmoil. But as Evercore Wealth Management CIO John Apruzzese and Portfolio Managers Tim Evnin and Brian Pollak told clients in a March 17 webinar, good investment portfolios are built to withstand substantial market drawdowns. We continue to review our client portfolios and are […]
A Message from Chris Zander and Jeff Maurer

All of us at Evercore are committed to doing our part in the business community to help contain the spread of COVID-19, and to protect our colleagues, clients, friends and families. We have activated our business continuity plan and instructed most of our staff to work on a remote basis, effective Monday, March 16. Evercore […]