Evercore Wealth Management Ranked by Financial Advisor as A Leading Registered Investment Advisor
Evercore Wealth Management is ranked among the leading Registered Investment Advisors (RIA) with assets of $1 billion and over by Financial Advisor. The article cited Chris Zander, CEO and President of Evercore Wealth Management, who said; “Our firm’s trust offering has been a key element to our growth strategy and the attraction of talent to […]
Evercore Publishes Independent Thinking, Volume 45
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. Current economic and market conditions are the focus, including how we assess portfolios using a drawdown analysis. We also discuss thoughtful giving to children and grandchildren, balancing investment and ESG goals, and fiduciary planning for crypto and […]
Gifting And Letting Go: The Emotional and Practical Aspects of Wealth Transfer
Deciding when “and how much” to give children and grandchildren is arguably the most fraught wealth management decision many of us will make. Evercore Wealth Management Partner Justin Miller and guest Dr. Denise Federer discussed the emotional and technical considerations in gifting. Wealth and Fiduciary Advisor Dan Stolfa moderated the discussion. For further information on […]
Maintaining Equilibrium: The Evercore Wealth Management Investment Outlook
Recession, if it comes, could impact portfolios. The Independent Thinking webinar “Maintaining Equilibrium: The Evercore Wealth Management Investment Outlook” assessed the likelihood of a recession and our positioning across our asset classes, as well as potential opportunities for wealth transfer. If you would like to listen to the recording, please email Michael Beck at [email protected].
Prepared For Further Volatility: A Fixed Income Update
Interest rates in the United States and other developed countries are sharply higher so far this year as central banks try to combat inflation. Further rate hikes are likely as inflation, sparked by supply chain disruptions and other consequences of the pandemic, is now further fueled by energy and commodity price increases resulting from the […]
Beyond Covid: Accelerating Innovation and Investment Opportunity in Healthcare
In our recent webinar, Independent Thinking panel: Beyond Covid: Accelerating Innovation and Investment Opportunity in Healthcare, Evercore Wealth Management Partner and Portfolio Manager Judy Moses and two of our external fund managers, Joelle Kayden, the founder and managing member of Accolade Partners, and Debra Netschert, a health sciences equity portfolio manager at Jennison Associates, discussed […]
Evercore Publishes Independent Thinking, Volume 44
Welcome to the latest edition of Independent Thinking. As investors weigh the prospect of a longer-than-expected period of inflation and geopolitical uncertainty against otherwise largely solid economic fundamentals and the continued extraordinary successes of American companies, they are concluding that the markets still have some room to run. We continue to believe that there are […]
Evercore Wealth Management Promotes Sebastian Granzo to Partner
Evercore Wealth Management today announced the appointment of Sebastian Granzo to Partner. He continues in his roles as Head of Operations at Evercore Wealth Management and Chief Operations Officer at Evercore Trust Company, N.A. Mr. Granzo joined Evercore in 2019 as a Managing Director at Evercore Wealth Management and Evercore Trust Company. He previously worked […]
The United States and China: Repairing The “Most Consequential” Relationship
In our recent webinar, Independent Thinking panel: The United States and China: Repairing the “Most Consequential” Relationship, Evercore Wealth Management Partner and Portfolio Manager Brian Pollak interviewed David Firestein, President & CEO of the George H.W. Bush Foundation in a contemporary discussion of what the 41st President described as the most consequential bilateral relationship in […]
Evercore Wealth Management Shortlisted for Outstanding CEO, CIO
Evercore Wealth Management Short listed by Family Wealth Report for Outstanding CEO, CIO: Outstanding CEO: Chris Zander Outstanding CIO (Chief Investment Officer): John Apruzzese We are looking forward to the formal announcement in May 2022.
