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.
THE 2022 INVESTMENT OUTLOOK
2021 was another challenging year on many fronts, with two new COVID variants, related labor market and supply chain shocks, and the highest inflation in decades. But it was another good year for investors, especially for many of those invested in U.S. stocks. In our recent webinar, Independent Thinking panel: The 2022 Investment Outlook, Evercore […]
Evercore Publishes Independent Thinking, Volume 43
Welcome to the latest edition of Independent Thinking. We are taking another look at inflation. While we continue to believe the recent spike in inflation will prove transitory, we are always mindful of the associated risks. This edition also includes articles addressing the probable tax legislative outcomes in the context of long-term wealth transfer goals. […]
Seeds to Success: Early Stage Investing in Women-Led Companies
Thanks to Erika Cramer, Managing Partner of How Women Invest, Elizabeth Gore, co-founder and president of Hello Alice, and Loretta McCarthy, co-CEO and Managing Partner of Golden Seeds, for joining Partner and Portfolio Manager Stephanie Hackett in our October 13 Independent Thinking panel, Seeds to Success: Early Stage Investing in Women-Led Companies. We enjoyed the […]
Financial Planning Ranks Evercore Wealth Management on Registered Investment Advisors Leaders List
Evercore Wealth Management was named to Financial Planning’s 2021 Registered Investment Advisors (RIA) Leaders List, which ranks the top 150 fee-only firms based on assets under management. To view the rankings, click here.
Advancing at the Intersection of Climate Change and Capital: A Webinar with Futurist Andrew Zolli
In our webinar, Independent Thinking panel series: Advancing at the Intersection of Climate Change and Capital: A Webinar with Futurist Andrew Zolli, we spoke on the present and coming impacts of climate change on industries, businesses and investors. The event was hosted by Evercore Wealth Management Partner and Portfolio Manager Brian Pollak. For more information, […]
Barron’s Ranks Evercore Wealth Management a top RIA
Evercore Wealth Management was again named to the Barron’s annual ranking of top independent U.S. Registered Investment Advisors, or RIAs. The ranking, which Barron’s subscribers can view here, includes both quantitative and qualitative considerations, including assets under management, experience and regulatory records. Additional metrics were incorporated, notably technology investment, staff diversity, and succession planning.
Another New Governor for New York: The Muni Outlook
Andrew Cuomo is the second New York governor forced out of office in 15 years, along with two Senate leaders, a state attorney general, an assembly speaker and a state comptroller. For bondholders, the transition of power to Kathy Hochul, a politically moderate former member of Congress from Erie County and New York’s lieutenant governor […]
Evercore Wealth Management Ranked by Financial Advisor as a leading Registered Investment Advisor
Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, with assets of $1 billion and over, by Financial Advisor. To view the rankings, click here.
Evercore Wealth Management Appoints Justin Miller Partner, National Director of Wealth Planning
Evercore Wealth Management today announced the appointment of Justin Miller as Partner and National Director of Wealth Planning. Mr. Miller will additionally serve as a Senior Wealth and Fiduciary Advisor at the San Francisco office of Evercore Wealth Management and Evercore Trust Company, N.A. Mr. Miller joins Evercore from BNY Mellon Wealth Management, where he […]
