Forbes Ranks Evercore Wealth Management a Top RIA Firm
We’re proud to share that Evercore Wealth Management has been named to the 2025 Forbes Top RIA list (10/01/2025). This recognition reflects our team’s unwavering commitment to stewarding our clients’ wealth and providing trusted advice across generations. Discover more about our mission to help high net worth individuals, families, and institutions achieve their goals with […]
Barron’s Once Again Ranks Evercore Wealth Management a Top 100 RIA Firm
Evercore Wealth Management was once again named to the Barron’s Advisor annual ranking of top 100 independent U.S. Registered Investment Advisors for 2025 (9/12/2025). This achievement reflects not only the hard work and dedication of our colleagues, but also the trust and partnership of our clients. At Evercore Wealth Management, we are committed to delivering […]
Evercore Wealth Management Ranked by Financial Advisor as a leading Registered Investment Advisor
Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2025 by Financial Advisor (7/11/25). This recognition reflects our unwavering commitment to serving our clients with integrity, transparency and personalized financial guidance. If you would like to learn more about our firm, please contact us at [email protected].
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 […]
