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 […]
Evercore Publishes Independent Thinking, Volume 42
Welcome to the latest edition of Independent Thinking. We focus on rising inflation, which we believe are transitory, and rising taxes, likely to be a longer-term issue. This edition also includes two articles addressing the complex planning concerns of multi-generational and international families with U.S. interests, and the long-term core strengths of traditional trusts. We […]
Inflation: Bark or Bite? The Evercore Wealth Management Investment Outlook Update
In our latest investment outlook webinar, Chief Investment Officer John Apruzzese and Partners Brian Pollak and Charlie Ryan shared our views on the current economic uncertainty and market volatility, along with strategies for meeting long-teAs the economy fully reopens, it is evident we are experiencing a burst of inflation. The outstanding question is – is […]
New York City – Love It or Leave It?
New York City will remain a global center for finance, education, healthcare, technology and culture, but not without changes to its prior established position. Investment exposures should be allocated and managed accordingly. To download a copy, click here; if you would like more information about this paper or any of our wealth and investment perspectives, […]
Rethinking American Education: A Discussion with Ross Wiener and Cami Anderson
Right now, American education is undergoing a rapid transformation. From increasing access to technology in the classroom, to a better understanding of the needs of today’s students, our schools’ systems are within a pivotal moment in history. Ross Wiener, the Executive Director of the Education & Society Program at The Aspen Institute, and Cami Anderson, […]
Evercore Wealth Management Appoints Alex Lyden-Horn Managing Director, Director of Delaware Trust Services at Evercore Trust Company, N.A.
Evercore Wealth Management today announced the appointment of Alex Lyden-Horn as Managing Director, Director of Delaware Trust Services and Trust Counsel at Evercore Trust Company, N.A. Mr. Lyden-Horn joins Evercore from Christiana Trust Company of Delaware, a wholly-owned subsidiary of WSFS Financial Corporation, where he served as President. Prior to joining Christiana Trust in 2015, […]
Let’s Visit Mars with Dr. Dava Newman
The timing of our recent Independent Thinking panel: Let’s Visit Mars with Dr. Dava Newman was fortunate; NAS’s Mars helicopter Ingenuity last week set records, flying faster and further than expected. Dr. Newman, the Apollo Program Professor of Astronautics at the Massachusetts Institute of Technology and former Deputy Administrator of NASA, and Boyd Matson, former […]
Reentry: Supporting Children (and Grandchildren) in a Changed World: A Conversation with Dr. Harold S. Koplewicz and Jeff Maurer
How can we support children, teens and young adults to navigate the return to an in-person world, after so long a time living in a largely virtual one? As we emerge from the pandemic into an increasingly complex world, the old adage “When I was your age” does not seem to hold the same weight. […]
Evercore Wealth Management Partner Nancy Shavel Gabel recognized by Citywealth’s 2021 Powerwomen Awards
Evercore Wealth Management Partner Nancy Shavel Gabel was recognized by Citywealth’s 2021 Powerwomen Awards for winning Gold as Woman of the Year Leadership “Financial organization” Director.
Investing in the Middle Market: a Conversation with David Golub
The middle market represents over 200,000 U.S. companies, employs over 48 million workers, and makes up about one-third of private sector GDP. It can be seen as a bellwether for the U.S. economy. Our client webinar: Independent Thinking Panel Series: Investing in the Middle Market: a Conversation with David Golub, led by Evercore Wealth Management […]
