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 […]
COVID-19 & Business Planning Update
Evercore Wealth Management and Evercore Trust Company are prepared in the event that the coronavirus becomes more prevalent. At this time our offices are open and we do not expect any disruption in client service. Evercore employees are able to work remotely, to take care of themselves, their families, and our clients. Our crisis communication […]
Evercore Wealth Management Promotes Jonathan Bergner, Nancy Gabel to Partner
Evercore Wealth Management today announced the promotions of Portfolio Manager Jonathan Bergner and Financial Advisor Nancy Gabel to Partner. “Jonathan and Nancy are experienced wealth management professionals who contribute significantly to the growth of our firm,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A. “These well-deserved promotions reflect their respective […]
Market Ill’s or a Healthy Pullback?
As the COVID-19 strain of coronavirus spreads, so does the temptation to blame it for all of the recent changes in market conditions. But this bears closer examination. It’s important to distinguish, as best as we can, the probable from the possible, and to position portfolios accordingly. Risks are certainly rising but we remain confident […]
Chris Zander Quoted by Citywealth on Tax, Compensation and Business Transfer Planning
The stock component of executive compensation and many transactions has grown with market appreciation, Evercore Wealth Management CEO Chris Zander said in an interview with Citywealth.
Evercore Wealth Management Ranked Among Largest Wealth Management Firms in Minneapolis
Evercore Wealth Management’s Minneapolis office ranks among top wealth managers in the Minneapolis and St. Paul area, according to the Minneapolis / St. Paul Business Journal, which based its survey on local assets under management. To view the ranking, subscribers can click here.
