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 […]
Independent Thinking Panel: Gifting Before The Estate Tax Exemption Sunset: The Whys, Why Nots, And When
Justin Miller, our National Director of Wealth Planning, and Wealth & Fiduciary Advisors Neza Gallitano and Alex Pavelock hosted our latest webinar, Gifting Before the Estate Tax Exemption Sunset: The Whys, Why Nots, and When. They discussed the practical and financial considerations of gifting and reviewed some of the merits and drawbacks of a range […]
Evercore Publishes Independent Thinking®, Volume 50
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. Our focus is on the seeming dissonance between the grim news so far this year and the S&P 500 index and other asset classes remaining reasonably steady. We also consider opportunities in the secondary markets. See also […]
Evercore Wealth Management Partner Nancy Shavel Gabel Recognized By Citywealth’s 2024 Powerwomen Awards
Evercore Wealth Management Partner Nancy Shavel Gabel received the Gold Award for Woman of the Year in the Wealth Management category by Citywealth. The Citywealth Gold Award for Woman of the Year in the Wealth Management category winner was presented on March 8th, 2024, for the 2024 calendar year. All winners were required to purchase […]
Independent Thinking® Panel: Our Latest Thinking: The Investment Outlook
Our Chief Investment Officer John Apruzzese and other partners at our firm – Stephanie Hackett, Brian Pollak, and Mike Seppelt – discussed our view on current market risks and opportunities. If you would like to view the replay, please email [email protected].
Evercore Wealth Management Names Sean Brady Managing Director, Wealth And Fiduciary Advisor
New York: Evercore Wealth Management today announced the appointment of Sean Brady to Managing Director, Wealth and Fiduciary Advisor. Mr. Brady is based in New York City and will work directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services. Mr. Brady joins Evercore from Clarfeld Citizens Private Wealth, […]
