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Evercore Featured in Euromoney Article

October 10, 2017

Evercore was profiled in Euromoney, the organization that earlier this year named the firm “the world’s best independent bank.”

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Jeff Maurer Quoted in The New York Times on Managing Alzheimer’s Costs

October 6, 2017

Evercore Wealth Management CEO Jeff Maurer told The New York Times that preparing for the possibility of becoming incapacitated by illness is a test of managing expectations around the unexpected.
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Barron’s Ranks Evercore Wealth Management a Top Investment Advisory Firm

September 18, 2017

Evercore Wealth Management was ranked among the top 30 Registered Investment Advisory firms, or RIAs, in the United States by Barron’s.

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Evercore Publishes Independent Thinking, Summer 2017

July 20, 2017

Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.

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Financial Advisor Names Evercore Wealth Management Among Top RIAs

July 13, 2017

Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, with over $1 billion in assets under management.

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The State of New Jersey

July 10, 2017

Despite its wealth and educated work force, the State of New Jersey has struggled for years to balance its budget and address its embedded financial liabilities – particularly employee pensions.

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Evercore Wealth Management Appoints Debora Carswell

July 10, 2017

Evercore Wealth Management, LLC today announced the appointment of Debora Carswell as a Managing Director and Financial Advisor in the firm’s Florida office.

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Evercore Publishes Independent Thinking, Spring 2017

April 24, 2017

Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
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ACA & Tax Reform Update

March 30, 2017

The Patient Protection and Affordable Care Act, or ACA, remains, as Speaker of the House Paul Ryan observed, the law of the land.
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Trouble in the Bond Markets? Weighing Policy, Inflation and Rates in the Trump Administration

February 16, 2017

One thing we can be certain of at this still early juncture in the Trump Administration is greater uncertainty than many investors are accustomed to in the markets.
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A Huge Take-Away on Income Inequality: Barron’s Cites John Apruzzese’s Investment Outlook

February 6, 2017

Barron’s cited Evercore Wealth Management CIO John Apruzzese’s view that any discussion of income inequality in the United States must include federal payroll taxes (the amounts taken out for Social Security and Medicare), as well as income taxes, and the income-redistribution programs they help finance.
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Chris Zander’s Strategic Planning Outlook: Family Wealth Report

February 1, 2017

Family Wealth Report published an article by Chris Zander on wealth planning in 2017, headlining it Evercore on the New Administration’s First Round.
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Martha Pomerantz Comments on Outlook at Minneapolis Star Tribune Roundtable

January 13, 2017

Evercore Wealth Management Partner and Portfolio Manager Martha Pomerantz participated in the Minneapolis StarTribune annual roundtable, for a discussion of the 2017 investment outlook.
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Municipal Bond Market Update: What’s Changed, What Hasn’t

December 7, 2016

For all the changes in bond market yields since the surprise election of Donald Trump, some important economic drivers haven’t changed.
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Forbes Quotes Iain Silverthorne on Executive Stock Sales

November 23, 2016

Managing an executive stock sale means balancing logistical and emotional factors, Evercore Wealth Management Partner and Wealth & Fiduciary Advisor Iain Silverthorne told Forbes.

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2016 California Proposition Results

November 23, 2016

The results are in for statewide ballot initiatives in California and the impact is generally positive for the stability of the state’s fiscal position and credit quality.
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Staying on Course in a Changing World

November 10, 2016

As wealth managers, we are focused on meeting each client’s goals, plain and simple.
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New York Times Features Evercore Wealth Management Educational Programs

October 8, 2016

Evercore Wealth Management clients and Minneapolis-based Partner & Portfolio Manager Martha Pomerantz were featured in an article in the Wealth Matters section of the New York Times.
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Family Wealth Transfer Planning: The Window is Closing on Valuation Discounts

August 25, 2016

Investors have for years utilized family-controlled entities as part of their estate and wealth transfer planning to shift assets to succeeding generations while minimizing transfer taxes, facilitating succession and governance planning, and enhancing long-term family asset management.

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Evercore Wealth Management Appoints Douglas Dewey as Financial Advisor

June 22, 2016

Evercore Wealth Management, LLC today announced the appointment of Douglas Dewey as a Managing Director and Financial Advisor.

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The Financial Times names Evercore Wealth Management as a top registered investment adviser

June 16, 2016

Evercore Wealth Management was named among the 2016 Top 300 Registered Investment Advisers in the United States by the Financial Times.

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The Wall Street Journal Quotes Howard Cure on Municipal Bonds

June 6, 2016

Evercore Wealth Management Director of Municipal Bond Research Howard Cure was quoted by The Wall Street Journal on the recent surge of investor interest in munis.

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Evercore Wealth Management Appoints Thomas Mahowald as Portfolio Manager

May 19, 2016

Evercore Wealth Management, LLC today announced the appointment of Thomas Mahowald as a Managing Director and Portfolio Manager to the firm’s Minneapolis office.

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Evercore Announces the Opening of Evercore Trust Company of Delaware

February 11, 2016

Evercore today announced the opening of Evercore Trust Company of Delaware, to enhance the firm’s fiduciary and investment services for high net worth families and related institutions across the United States.

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New York Times Quotes John Apruzzese on 2016 Investment Outlook

January 9, 2016

Evercore Wealth Management Chief Investment Officer John Apruzzese was quoted in the New York Times on his 2016 outlook.

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Martha Pomerantz Comments on Outlook at Minneapolis Star Tribune Roundtable

January 2, 2016

Evercore Wealth Management Partner and Portfolio Manager Martha Pomerantz joined the Minneapolis StarTribune roundtable, for a discussion of the 2016 investment outlook.

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Jewelle Bickford Featured on PBS’ WEALTHTRACK

November 25, 2015

Evercore Wealth Management Partner and Wealth Advisor Jewelle Bickford was interviewed by reporter Consuelo Mack for the PBS program WEALTHTRACK on the financial challenges and opportunities facing women.

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Slow, Steady Economic Gains: Barron’s Quotes Ed Hyman of Evercore ISI

November 6, 2015

Evercore ISI chairman Ed Hyman expects slow but steady economic gains and modest interest rates for the next several years, Barron’s reported.

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New York Transit Funding Challenges: Howard Cure Featured in a Bond Buyer Podcast

October 29, 2015

Evercore Wealth Management Director of Municipal Bond Research Howard Cure is featured in a Bond Buyer podcast on the issues facing the New York transit system.

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High on California: Howard Cure on the State’s Outlook in a Bond Buyer Podcast

October 22, 2015

Howard Cure, the Director of Municipal Bond Research at Evercore Wealth Management, discusses the California fiscal landscape with Bond Buyer, noting that the state has made significant improvements that voters now need to protect.

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The New York Times Cites Karen Francois on Special Purpose Trusts

August 29, 2015

Families can provide for troubled children through special purpose trusts, Karen Francois told the New York Times. Ms. Francois is the Chief Personal Trust Officer at Evercore Trust Company, N.A., and a Partner and Wealth Advisor at Evercore Wealth Management.

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John Apruzzese Comments on Market Volatility

August 24, 2015

After a four-year rise without a correction of 10% or more, one of the longest on record, the S&P 500 index has lost 12% in just four months, most of it in three trading days. While this extreme volatility is unsettling, U.S. investors should keep in mind that the drivers, notably the continued slow-down in China and related drop in most commodity prices, are not entirely correlated to the U.S. economy.

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Financial Advisor Names Evercore Wealth Management Among Top RIAs

August 14, 2015

Evercore Wealth Management has been ranked among the leading Registered Investment Advisors, or RIAs, with over $1 billion in assets under management. To view the article, click here.

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The Financial Times Names Evercore Wealth Management a Top Registered Investment Advisor

June 18, 2015

Evercore Wealth Management was named to the Financial Times ranking of 300 Top Registered Investment Advisors.

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Catch The Company Stock Tax Break While You Can: Chris Zander in Forbes

June 17, 2015

Chris Zander, Chief Wealth Advisory Officer at Evercore Wealth Management, was quoted by Forbes in an article on investing appreciated employer stock ahead of tax changes.

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Howard Cure Quoted on New York City Debt by Bloomberg

June 3, 2015

The Evercore Wealth Management Director of Municipal Bond Research, Howard Cure, was quoted by Bloomberg Politics on Mayor Bill de Blasio’s proposed record $78 billion budget.

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Evercore Wealth Management Appoints Darlene Marchesani, Kirsten Weisser as Wealth Advisors

May 18, 2015

Evercore Wealth Management LLC today announced the appointment of two Wealth Advisors, Darlene Marchesani and Kirsten Weisser.

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Chris Zander Quoted on Tax-Efficient Investing by Barron’s Penta

May 5, 2015

Evercore Wealth Management Chief Wealth Advisory Officer Chris Zander was interviewed by Penta, the Barron’s publication for high net worth investors, on tax-efficient investment strategies.

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Evercore Wealth Management & Evercore ISI Featured in the Tampa Business Journal

April 24, 2015

Richard Hokenson, head of global demographics research at Evercore ISI, was quoted in the Tampa Business Journal on the business outlook in Florida, following a presentation to Evercore Wealth Management clients at The Birchwood in St. Petersburg.

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Worth Magazine Quotes Charles Ryan on Pharmaceuticals

April 19, 2015

Evercore Wealth Management Portfolio Manager Charles Ryan is always on the lookout for companies with best-in-class management and innovative drugs, said Worth in a round-up on top investment ideas. The article noted that he has added cash generation as another criterion in evaluating companies, as the healthcare market becomes more selective.

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CNBC Quotes John Apruzzese on European Stocks

April 9, 2015

Some European markets, notably Germany, are increasingly attractive, Evercore Wealth Management CIO John Apruzzese told CNBC.

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Evercore Wealth Management CIO Cited in Sarasota Herald-Tribune

March 12, 2015

John Apruzzese, the Chief Investment Officer at Evercore Wealth Management, was cited by Sarasota Herald-Tribune columnist Ernest “Doc” Werlin in an article on negative interest rates, noting that some $2 trillion, or about 16% of the world’s government bonds, now offer negative returns. The columnist attended a recent Evercore Wealth Management client event in Sarasota.

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Julie Krieger Writes on Business Succession Wealth Planning Strategies; Upsize Magazine

March 12, 2015

“The successful transfer of company leadership requires education and planning,” wrote Evercore Wealth Management Partner and Wealth Advisor Julie Krieger in a recent article in Upsize Magazine, a Minnesota small business publication. The right team and plan can ensure a smooth – and tax-efficient – transition.

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Evercore Wealth Management Welcomes Steven Brill and Lesley Stahl for a Discussion on U.S. Healthcare

March 11, 2015

Clients at Evercore Wealth Management participated in a discussion with bestselling author Steven Brill (America’s Bitter Pill: Money, Politics, Backroom Deals, and the Fight to Fix Our Broken Healthcare System, Random House, January 5, 2015) and CBS News’ Lesley Stahl at the firm’s headquarters in New York.

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Evercore Wealth Management Names John Sawin Vice President and Financial Advisor

March 4, 2015

Evercore Wealth Management LLC today announced the appointment of John Sawin as a Vice President and Financial Advisor at the San Francisco office of the firm.

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Evercore Wealth Management Featured in the Minneapolis Star Tribune

February 21, 2015

The Evercore Wealth Management office in Minneapolis was profiled in the Minneapolis Star Tribune. The article, which interviewed Partner & Portfolio Manager Martha Pomerantz, covered the expansion of the firm to the Midwest in 2011, the Evercore Wealth Management approach to investment management and asset allocation, and investment performance.

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Evercore Wealth Management Promotes Portfolio Manager Brian Pollak to Partner

February 4, 2015

Evercore Wealth Management LLC today announced the promotion of Portfolio Manager Brian Pollak to Partner.

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Evercore Reports Record Results; Evercore Wealth Management Assets Under Management Rise 16%

February 4, 2015

Evercore Partners (NYSE: EVR) ) today announced record adjusted pro forma net revenues of $911.9 million for the 12 months ended December 31, 2014, up 20% from $765.4 million a year earlier. Assets under management at Evercore Wealth Management rose 16% to $5.7 billion for the year.

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Chicago Tribune Quotes Evercore Wealth Management on U.S. Infrastructure Funds

February 1, 2015

Private investment infrastructure are increasing in the United States, according to the Chicago Tribune in an article quoting Howard Cure, Director of Municipal Bond Research at Evercore Wealth Management. A growing number of institutional funds allow companies to invest in infrastructure assets while the government retains ownership.

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Evercore Wealth Management Names Stephanie Hackett Managing Director, Portfolio Manager

November 12, 2014

Evercore Wealth Management LLC today announced the appointment of Stephanie Hackett as a Managing Director and Portfolio Manager.

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Julie Krieger Quoted in the Minneapolis Star Tribune

November 8, 2014

Evercore Wealth Management Wealth Advisor Julie Krieger was interviewed by the Minneapolis Star Tribune’s Your Money column on the relative advantages of taking a lump sum or an annuity payment.

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Evercore Wealth Management Featured in the Tampa Bay Times

October 17, 2014

The Tampa Bay Times featured a recent Evercore Wealth Management event with Evercore Founder and Executive Chairman Roger Altman and Evercore Wealth Management CEO Jeff Maurer at the Oxford Exchange.

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Roger Altman: America’s Revival Defies Washington’s Sclerosis

October 16, 2014

It is hard to find someone who is not pessimistic about America. Two-thirds of our citizens see the country on the wrong track, particularly because they hate Congress and do not much like the president. Internationally, there is much hand-wringing over American decline.

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Chris Zander Addresses the Family Wealth Summit on Developments in Family Offices

October 9, 2014

Chief Wealth Advisory Officer Chris Zander spoke at the Family Wealth Summit on October 9 at the Metropolitan Club in New York. He addressed recent development in family offices, noting that families often have a range of advisors but lack an experienced central coordinator to oversee their overall wealth plan, as well as administrative and financial reporting functions.

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Financial Advisor Names Evercore Wealth Management a Top RIA

August 4, 2014

Evercore Wealth Management was ranked among the top Registered Independent Advisors in the United States by Financial Advisor magazine. For further information on the ranking and other recent industry awards for the firm, please contact Jay Springer at springer@evercore.com.

Howard Cure Interviewed by CNBC for the Nightly Business Report

July 25, 2014

Evercore Wealth Management Municipal Bond Research Director Howard Cure was interviewed by CNBC’s Nightly Business Report on the debt troubles facing Atlantic City, New Jersey.
 
To view the full interview, please click here.

Roger Altman: Surprise, The Economy Isn’t As Bad As You Think

July 17, 2014

Nearly seven years after the onset of the Great Recession, the national mood remains troubled. Surveys find entrenched pessimism over the country’s economic outlook and overall trajectory. In the latest NBC News/Wall Street Journal poll, 63% of respondents said the United States is on the wrong track. Complete article.

Top Registered Investment Advisers

June 26, 2014

As baby boomers retire, the demand for top-quality advice accelerates
 
The extensive new health insurance law; Twitter’s initial public offering; Congress’s partial shutdown of the federal government; Ukraine. It has been a tumultuous time to be an investor, and that is just in the past 12 months.

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Evercore Wealth Management Named a Leading RIA: The Financial Times

June 26, 2014

The Financial Times named Evercore Wealth Management among the top Registered Investment Advisors in the United States.

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Evercore Wealth Management Featured in the New York Times

May 17, 2014

The New York Times featured Evercore Wealth Management in its weekly Your Money column, interviewing Chief Executive Jeff Maurer and Chief Investment Officer John Apruzzese. The full article, titled Telling the Truth on Fees, Warts and All, can be viewed by clicking here.
 
Alternatively, please contact Jay Springer at springer@evercore.com for a hard copy.

Chris Zander Quoted in Barron’s Penta on Year-End Tax Planning

November 30, 2013

“Taxpayers must think differently now than they did in prior years,” said Chris Zander, the Chief Wealth Advisory Officer at Evercore Wealth Management, in an interview with Penta, the Barron’s publication focused on high net worth investors.
 
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Julie Krieger Featured in Wall Street Journal on Wealth Transfer

November 21, 2012

When wealth is tied up in a family business, it can be hard to pass those assets to the next generation without Uncle Sam taking a big bite.

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