We work with each client to define and develop clear portfolio objectives and design an appropriate asset allocation and investment plan to meet those objectives. It is our belief that a measured amount of risk, disiplined security selection, appropriate diversification and long-term focus serve our clients best.
Christopher Zander
Partner, Wealth Advisor
Evercore Wealth Management LLC
212.822.7622
zander@evercore.com
Chris leads Evercore Wealth Management's Wealth Planning efforts in areas such as goals-based asset allocation, estate and wealth transfer planning, and concentrated stock management. Chris has 17 years of experience in providing comprehensive, multi-generational wealth management and planning advice to ultra high net-worth individuals and families. In addition, Chris is a member of the firm's Investment Policy Committee and is responsible for the firm's non-proprietary investment management platform.
Prior to joining Evercore Wealth Management, Chris was Managing Director and Head of U.S. Trust's Multi-Family Office Group, which served ultra-high net worth families nationally in the area of wealth planning, investment consulting, fiduciary, administrative and family office services.
Chris has been recognized as one of the "Top Wealth Advisors" in the United States by Worth Magazine in its annual October issue from 2005-2008. Chris is also a frequent lecturer at industry and client events on the topics of wealth management, wealth planning, philanthropy and family governance and has been interviewed for and quoted in various news publications.
Chris received a Bachelor of Arts in Political Science from Columbia University and an M.B.A. in Finance from Fordham University. Chris is a member of the North Shore-LIJ Health System's Estate Planning Advisory Committee.