Built On Radical Transparency

Jeff Maurer, Partner and Chairman, shares the origin story of the firm, founded in 2008 during the depths of the Great Recession. Built on the principle of “radical transparency,” the firm was created as a client-first alternative to traditional banks and brokerage firms plagued by misaligned incentives.

Key Highlights

The firm is built on the foundation of “radical transparency,” with a commitment to truth in fees, risk, and investment expectations.
Prioritizes client interests over profits and strives for lasting relationships that span generations.
The culture of honesty, personalized service, and institutional integrity sets anew standard in wealth and trust management.
Clients benefit from a highly integrated approach that combines investment management with personal financial and fiduciary planning.

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, where he started his career in 1970 and served as President and Chief Operating Officer before he was appointed CEO in 2001 and Chairman of the Board in March 2002. In 2003, he joined Lehman Brothers as Chairman and Chief Executive Officer of Lehman Brothers Trust Company and remained with the firm through 2007.

Jeff is the author of the book, Rich in America: Secrets to Creating and Preserving Wealth. Prominent in industry activities, he is a former Chairman of the American Bankers Association’s Trust and Investment Management Division. He is also actively involved in a number of community organizations in Florida and New York. He serves on the boards of several charitable organizations and acts as Chairman of the Board of the Hebrew Home at Riverdale in New York.

Jeff holds a B.A. from Alfred University, an M.B.A. from New York University, and a J.D. from St. John’s University School of Law. In 2024, he was awarded an honorary doctorate from Alfred University.

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Jeff Maurer

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