Taxes, Tariffs, and a Tumultuous Quarter – Q2 2025 Market Update
The passing of the One Big Beautiful Bill Act on July 4 largely extended existing tax policy, putting one market uncertainty to rest, while doing little for the deficit. Trade policy remains a wild card, with President Trump back on the tariff trail. Investors are also focused on the economy and corporate earnings, which remain […]
Evercore Wealth Management Expands San Francisco Office with Appointments of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winnie Yam
Evercore Wealth Management today announced the expansion of the firm’s San Francisco office with the appointment of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winifred (Winnie) Yam. All four join Evercore from Silicon Valley Bank, a division of First Citizens Bank, and earlier worked at Northern Trust. “This is an exciting development for our […]
Independent Thinking Speaker Series: Our Investment Outlook
In our latest investment outlook webinar, Chief Investment Officer John Apruzzese and Partners Brian Pollak and Charlie Ryan shared our views on the current economic uncertainty and market volatility, along with strategies for meeting long-term wealth goals. If you would like to view the replay, please contact us at [email protected].
Market Update
The sweeping tariffs announced last Wednesday are more significant than expected, a tenfold effective increase to the highest rates in a century. With the likelihood of recession on the rise, we see value in diversification, as fixed income and private markets, especially private credit and private equity, become increasingly appealing. Click here to view our […]
Evercore Wealth Management Promotes Paulo Coelho, Neza Gallitano And Alex Lyden To Partner
Evercore Wealth Management today announced the promotions of Paulo Coelho, Neza Gallitano and Alex Lyden to partner. Mr. Coelho and Ms. Gallitano are wealth & fiduciary advisors at Evercore Wealth Management and its affiliate, Evercore Trust Company N.A.; Mr. Lyden is the chief fiduciary officer at Evercore Trust Company. Paulo, Neza and Alex are strong […]
Independent Thinking Speaker Series: Our Investment Outlook
Chief Investment Officer John Apruzzese and Partners Brian Pollak and Stephanie Hackett reviewed our current thinking on policy, the economy and markets, along with the asset allocation views for long-term investors. If you would like to view the replay, please contact us at [email protected].
Evercore Publishes Independent Thinking Volume 52
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. The Magnificent Seven technology giants are arguably the most powerful companies ever built. And they continue to grow, outpacing the S&P 500. Is all this too much of a good thing? Can valuations remain at current levels […]
Evercore Wealth Management Names Jonathan Kropf Partner And Head Of San Francisco Office
Mr. Kropf joined Evercore in January 2025 from IEQ Capital, where he worked with advisor teams focused on business growth. Previously, he held a similar role as an executive at First Republic Private Wealth Management. He began his career at the U.S. Securities and Exchange Commission in Washington, D.C. Mr. Kropf has additionally worked as […]
Q4 2024 Market Review & Outlook
Strong corporate earnings, confident consumers, a stable labor market, and tempered inflation continue to drive U.S. markets. Valuations are high, however, and we expect more volatility and more muted returns in 2025. We are focused on structuring client portfolios for a range of outcomes and rebalancing as needed to meet long-term financial goals. Click here […]
Independent Thinking Speaker Series: What’s Next? A Post-Election 2025 Investment, Tax And Planning Outlook
Evercore Wealth Management and Evercore Trust Company Chief Investment Officer, John Apruzzese, National Director of Wealth Planning Justin Miller, and Chair of the Investment Policy Committee Brian Pollak discussed the post-election landscape from an investment and tax perspective. If you would like to view the replay, please contact us at [email protected].
