Stacie Price
Stacie is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., part of the team responsible for delivering customized planning and administrative services to families, foundations and endowments. She is a member of Evercore Trust Company’s Fiduciary Oversight Group and the firm’s Strategic Wealth […]
Martha Pomerantz
Martha is a Partner and Portfolio Manager at Evercore Wealth Management and the manager of the firm’s Minneapolis office. She is a member of the firm’s Strategic Planning Committee and the firm’s investment decision-making body, the Asset Allocation Committee. Martha joined Evercore in 2011 with several partners to establish the firm’s Midwest office. She previously […]
Brian Pollak
Brian is a Partner and Portfolio Manager at Evercore Wealth Management, managing investments for families, foundations and endowments. He is the Chair of the Investment Policy Committee and co-Chair of the Asset Allocation Committee. He is co-head of the New York Office, Head of the Fixed Income Team and a member of the firm’s national […]
Jon Kropf
Jon is a Partner at Evercore Wealth Management and the Head of the firm’s San Francisco office, and a Managing Director at Evercore Trust Company. He is a member of the national Strategic Planning Committee. Jon joined Evercore in January 2025 from IEQ Capital, where he worked with advisor teams focused on business growth. Previously, […]
Michael Cozene
Michael is a Partner and Wealth & Fiduciary Advisor at the Florida offices of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., providing families, foundations, and endowments throughout the Southeast with comprehensive, goals-based wealth planning. He is the manager of the firm’s Florida offices in Tampa and Palm Beach. He works […]
John Apruzzese
John is the Chief Investment Officer of Evercore Wealth Management, responsible for the firm’s market outlook and asset allocation policy. He has over 30 years of experience managing balanced investment portfolios for high net worth clients and foundations and endowments. Prior to joining Evercore in 2008, John was a managing director of U.S. Trust, which […]
Jeff Maurer
Jeff is the Chairman of Evercore Wealth Management and Evercore Trust Company, N.A. Jeff, Chris Zander and their partners established Evercore Wealth Management in 2008. The firm is now one of the leading independent Registered Investment Advisory firms in the United States (Barron’s, Forbes, Financial Advisor1). Jeff was earlier Chairman and CEO of U.S. Trust, […]
Christopher Zander
Chris is the President and CEO of Evercore Wealth Management and Evercore Trust Company, N.A., responsible for the overall strategic direction and management of the firm in serving families, foundations, and endowments across the United States. Chris joined Evercore in 2008 as a founding partner at Evercore Wealth Management and the Chief Wealth & Fiduciary […]
