Richard (J.R.) is a Director at Evercore Wealth Management, based in Vero Beach. He works with the firm’s Palm Beach and Tampa offices to develop long-term client and advisor relationships throughout Florida.
J.R. joined Evercore in 2024. Prior to joining the firm, he worked as a lead fixed income underwriter at Jefferies Financial Group and previously held roles at Morgan Stanley.
J.R. earned his B.S. from Skidmore College. He currently serves as a Director of the Board of McKee Botanical Gardens and is a member of the Eagle Society at the Cleveland Clinic Indian River Foundation in Vero Beach, Florida.
