Chris Zander Interviewed By Barron’s
Taxes, transferring wealth, educating the next generation to manage money for the family: these are some of the topics addressed in the Barron’s profile: Here Is What Wealthy Families Worry About, Says Evercore’s Chris Zander. To view the article, click here.
Independent Thinking Speaker Series: The U.S. Election: Daniel Clifton Discusses Policy And Markets
What’s at stake in this election? Brian Pollak, Partner and Chair of the Investment Policy Committee at Evercore Wealth Management spoke with Daniel Clifton, Partner and Head of Policy Research at Strategas, about the significant policy differences between the presidential candidates and their respective potential to drive lasting impact on the economy and the markets. […]
Evercore Publishes Independent Thinking Volume 51
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. We cover a wide range of subjects in this issue. But they all serve as a reminder that change is inevitable. From technology to the ebbs and flows of economies and markets to changes in government and […]
Independent Thinking Speaker Series: What’s Next In Tech: AI & ROI: Are Investors Right To Expect Outsized Returns?
Companies are on track to spend $200 billion on Artificial Intelligence by 2025, half of that in the United States, but the benefits to date are mixed. When will we see the big economic and investment payout? In our latest webinar, Evercore Wealth Management Partner Iain Silverthorne discussed business investment in AI with Christopher Kauffman, […]
Barron’s Ranks Evercore Wealth Management A Top 100 RIA Firm
Evercore Wealth Management was named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors for 2024 (9/13/2024). The ranking includes both quantitative and qualitative considerations such as assets under management,experience and regulatory records, staff diversity, and succession planning. If you would like to learn more about our firm, please contact us […]
Independent Thinking Panel: Fighting Back: Protecting Yourself And Your Family From Cyber Attacks
Evercore’s Chief Information Security Officer, Elsa Ferreira, and Ruth Calaman, General Counsel and Chief Compliance Officer of Evercore Wealth Management and Evercore Trust Company, hosted our latest webinar, Fighting Back: Protecting Yourself and Your Family from Cyber Attacks. They discussed the latest financial scams, common vulnerabilities, and suggested ways to defend ourselves and our families. […]
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 2024 by Financial Advisor (7/12/24). We are pleased that our integrated approach to wealth management resonates with clients and that our firm continues to grow. If you would like to learn more about our firm, please contact us at [email protected].
Q2 2024 Market Review & Outlook
The S&P 500 Index is up 15.3% forthe year to date through June 30, 2024, thanks in large part to continued outperformance of Big Tech. High quality bonds were relatively flat and more credit-sensitive fixed income rose modestly. The U.S. economy remains on solid footing, with continued low unemployment and easing inflation.Clearly, the capital markets […]
Planning Opportunities And Potential Pitfalls With Qualified Small Business Stock
Evercore Wealth Management welcomed attorneys and accountants in New York on June 26 for our presentation Planning Opportunities and Potential Pitfalls with Qualified Small Business Stock. Justin Miller, our National Director of Wealth Planning, led a lively presentation on QSBS, following remarks from our CEO Chris Zander and Partner and Portfolio Manager Brian Pollak. Please […]
Evercore Wealth Management Names Paula Stumne Managing Director, Wealth And Fiduciary Advisor
Evercore Wealth Management today announced the appointment of Paula Stumne to managing director, wealth and fiduciary advisor. Ms. Stumne is based in Minneapolis and works directly with ultra high net worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services. Ms. Stumne joins Evercore from Bremer Bank, where she was a […]
