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 2023 (9/15/2023). The ranking includes both quantitative and qualitative considerations such as assets under management, experience and regulatory records, staff diversity, and succession planning.
Evercore Publishes Independent Thinking, Volume 48
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. Our focus here is on the secrets of successful families in transferring wealth to children and grandchildren. We also look at the potential implications of changing demographics, globally and in the United States. See also articles on […]
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 2023 by Financial Advisor (7/14/23). 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].
Independent Thinking Panel: A New Perspective on the Markets: Our Investment Outlook
John Apruzzese, Chief Investment Officer, and Partners and Portfolio Managers Tim Evnin and Charlie Ryan, discussed our market outlook, including a special focus on equities. Please email [email protected] if you would like to view the recording.
Independent Thinking Panel: Mind The (Protection) Gap: A P&C Insurance Primer
Soaring property values and shrinking insurance capacity has left many homeowners dangerously exposed. Adequate limits for umbrella liability insurance can also be difficult to identify. Jeff Maurer, Chairman of Evercore Wealth Management and Evercore Trust Company and guest Scott Carmilani, Executive Chairman of Vault Holdings, looked at the current state of the insurance market and […]
Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor
Evercore Wealth Management today announced the appointment of Neza Gallitano to Managing Director, Wealth and Fiduciary Advisor. She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services. Ms. Gallitano joins Evercore from myCIO Wealth Partners, LLC, where she […]
Independent Thinking Panel: Confrontation Or Negotiation? Sino-American Relations and The Implications for U.S. Investors
Is our real relationship with China confrontational or, as President Nixon declared five decades ago, negotiable? Evercore Wealth Management Partner and Portfolio Manager Brian Pollak interviewed Neo Wang, China macroeconomic specialist at Evercore ISI on China’s growing global influence, the Chinese government’s real long-term economic, political, and social objectives, and the implication on U.S. investors. […]
Independent Thinking Panel: Bank Shake-Up: What Does It Mean For Private Capital Investors?
The global banking crisis has put depositors, investors, and regulators on alert, in a period of already heightened market/economic uncertainty. Does this create opportunities for private lenders or private equity investors? Evercore Wealth Management Partner Stephanie Hackett moderated a discussion between Frank Rotman, QED Investors Co-Founder, Partner and CIO, and David Golub, President of Golub […]
AI Is Going To (Really) Change Your Life
Is artificial intelligence overhyped? Or is it about to change our lives, in more ways than we can count? Yesterday, Errol Arkilic, Chief Innovation Officer at the University of California, Irvine, and Philip Chow, the CEO of Humanitas Technologies (Humanitas.AI) provided a practical take on what may just be the most important technological development of […]
Evercore Publishes Independent Thinking, Volume 47
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. We address asset allocation in a changing investment landscape, and we discuss three aspects of strategic wealth planning: pre-transaction planning for business owners contemplating a sale, planning for families in which the fair treatment of members might […]
