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.
John Apruzzese
Partner and Equity Portfolio Manager
Evercore Wealth Management LLC
212.822.7623
apruzzese@evercore.com
John Apruzzese brings over 24 years of experience to managing balanced investment portfolios for high-net-worth clients. Prior to joining Evercore Wealth Management in 2008, John was a Managing Director of U.S. Trust, which he joined in 1984.
At U.S. Trust, John was directly responsible for managing $2 billion of client assets, representing many of U.S. Trust's most significant clients. Additionally, John served as Chief Investment Officer for U.S. Trust of New York from 2003 to 2005, and the Head of Equity Investments and chair of the Equity Investment Committee from 2005 to 2008. For fifteen years, he was an active participant in the formulation of overall investment strategy and a member of the U,S ,Trust Investment Strategy Committee.
Prior to attending business school, John was on the staff of the U,S, Senate Labor and Human Resources Committee and worked on federal budget matters.
John received his BA from Bucknell University in 1980, an MBA from New York University in 1984 and a CFA in 1987. He is a member of the CFA Institute and the New York Society of Security Analysts where he received the "Volunteer of the Year" designation in 2008 for his work with the Research Challenge program.