Chris Zander, CEO and President, introduces Evercore Wealth Management’s mission and values. He emphasizes the firm’s dedication to delivering independent advice, personalized wealth management, and fiduciary services built on trust and collaboration.
Key Highlights
- Client-Centered Approach: Tailored strategies designed around client goals.
- Fiduciary Commitment: Acting solely in clients’ best interests.
- Independent Perspective: Providing objective advice without product bias.
- Partnership Culture: Fostering collaboration across teams to achieve the best outcomes.