Evercore Wealth Management Promotes Michael Kirkbride, Aldo Palles and Ross Saia to Partner
Evercore Wealth Management today announced the promotions of Portfolio Manager Michael Kirkbride, Portfolio Manager Aldo Palles, and Wealth and Fiduciary Advisor Ross Saia to partner. Mr. Kirkbride is based at the Evercore headquarters in New York City; Mr. Palles and Mr. Saia are based at the Evercore Wealth Management and Evercore Trust Company, N.A. office […]
Independent Thinking Panel: Our Latest Thinking: The Investment Outlook
After a year in which longstanding economic and investment trends were turned on their heads, what’s next for the markets? Yesterday, Chief Investment Officer, John Apruzzese, and Head of Fixed Income, Brian Pollak, discussed our investment outlook, including our current views on the credit markets. If you would like to view the recording or be […]
Independent Thinking Panel: A Different Perspective: A Conversation with Dame Karen Pierce, British Ambassador to The United States
We were delighted to welcome back Ambassador Dame Karen Pierce as a guest for our recent webinar. Evercore Wealth Management Chief Investment Officer John Apruzzese interviewed Ambassador Pierce on Anglo-American relations, post-Brexit business and trade, and shifting geopolitical influences. If you would like to be invited to our future webinars please email [email protected].
Independent Thinking Panel: Enough, But Not Too Much: Raising Independent Children in An Affluent Environment
Deciding if, when, and how to transfer assets to children and grandchildren is one of the most important wealth management decisions families make. There’s no one right answer for everyone, but there are good ways to help determine the right answer for you and your family. Evercore Wealth Management and Evercore Trust Company Chairman Jeff […]
Market Outlook with Chief Investment Officer John Apruzzese
How should portfolios be positioned to withstand these tumultuous markets? Chief Investment Officer John Apruzzese addressed this question and more at client events in Seattle, San Francisco, Menlo Park, Tampa, Palm Beach, and New York. A related event took place in Minneapolis. If you would like to view the recording or learn more about Evercore […]
Evercore Publishes Independent Thinking, Volume 46
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. In addition to our investment outlook, we address the strength of the U.S. dollar and its impact on the global economy, approaches to tax loss harvesting, intergenerational wealth planning strategies in a rising “but still relatively low” […]
2022 Year-End Wealth Planning Review
Evercore Wealth Management, LLC and Evercore Trust Company, N.A. professionals assemble an extensive annual guide, to highlight potential opportunities and strategies ahead of our end-of-year planning discussions with our clients. While the major tax proposals that would have impacted high net worth individuals, trusts and estates were not included in the final Inflation Reduction Act, […]
Independent Thinking Panel: Making It Count, Beyond the Amount: Innovations in Philanthropy
Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, hosted our discussion “Making it Count, Beyond the Amount: Innovations in Philanthropy,” with guests Renee Kaplan, Nadia Roumani, and Milton Speid. Contributions beyond wealth, such as communicating with like-minded donors, participating on boards and advisory committees, and volunteering, were among the topics addressed. If […]
Barron’s Ranks Evercore Wealth Management a Top 100 RIA Firm
Evercore Wealth Management was again named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors. The ranking, which can be viewed here: https://www.barrons.com/advisor/report/top-financial-advisors/ria, includes both quantitative and qualitative considerations such as assets under management, experience and regulatory records, staff diversity, and succession planning.
Independent Thinking Panel: Special Needs: Protecting the Whole Family with Wealth Planning
All families struggle: those facing addiction, autism and other physical, mental and emotional health issues struggle more than most. Wealth can help, but without thoughtful planning it can also create additional challenges. Evercore Wealth Management Partners Karen Francois and Jay Springer and Ann Koerner, CEO and Founder of National Care Advisors, discussed planning strategies and […]
