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.
