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2016
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2013
2012

Evercore Wealth Management Appoints Jill Faherty Lloyd as Financial Advisor

November 29, 2016

Evercore Wealth Management, LLC today announced the appointment of Jill Faherty Lloyd as a Managing Director and Financial Advisor.
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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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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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Evercore Wealth Management Appoints Mark McClintock as Portfolio Manager

July 20, 2015

Evercore Wealth Management LLC today announced the appointment of Mark McClintock as a Managing Director and Portfolio Manager to the firm’s Florida office.

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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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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 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 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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Evercore Wealth Management Names Helena Jonassen Managing Director, Wealth Advisor

July 7, 2014

Evercore Wealth Management LLC today announced the appointment of Helena Jonassen as a Managing Director and Wealth Advisor.

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Evercore Wealth Management Expands to Florida, Names Three New Partners

April 7, 2014

Evercore Wealth Management LLC today announced the opening of an office in Florida, to serve high net worth individuals, families and related institutions with integrated financial planning and investment management. In a related move, the firm named three new partners.

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Evercore Wealth Management Expands Wealth Advisory, Appoints Jewelle Bickford Partner & Wealth Advisor

August 13, 2013

Evercore Wealth Management, LLC, today announced the expansion of its national wealth advisory service with the appointment of Jewelle Bickford as Partner and Wealth Advisor.

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Evercore Wealth Management Completes Acquisition of Mt. Eden Investment Advisors

December 28, 2012

Evercore Wealth Management, LLC today announced that it has completed the acquisition of Mt. Eden Investment Advisors, LLC, a San Francisco-based wealth management firm, under the terms of the agreement announced on November 7, 2012.

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