Evercore Wealth Management was founded in 2008 by Jeff Maurer and Evercore Partners, Inc. to establish a new standard in wealth management, based on the conviction that clients are best served by Independent Advice, undiluted investment expertise, and partnership values.
Jeff is the former Chairman and Chief Executive Officer of U.S. Trust, which he helped grow into one of the top wealth management firms in the United States. From 2003 to 2007, Jeff served as Chairman and Chief Executive Officer of Lehman Brothers Trust Company.
Twenty-two other partners have joined the firm since its inception. They are partners in the truest sense, working directly with their clients and with each other, as a team of specialists with a deep collective insight into the key components of effective wealth management. Many worked together for years at U.S. Trust before reassembling at Evercore Wealth Management. All are determined to serve their clients' best interests.
Today, Evercore Wealth Management has 52 employees, serving high-net-worth individuals, families, and related institutions across the United States from offices in New York, Minneapolis and San Francisco.