In just over a year, Evercore Wealth Management has parlayed its deep bench of former U.S. Trust veterans and a timely acquisition of Morse, Williams and Company, Inc. into one of the wealth management industry's fast growing firms, according to Private Banker International.
The article quotes CEO Jeff Maurer as saying that Evercore Wealth Management's mission is to provide a traditional, conflict-free asset investment model with an emphasis on hands-on client-adviser relationships.
"I was fortunate in being able to recruit a great team of partners, and I was able to get a partner in Evercore Partners that allowed us to begin operations with a bigger footprint from the day we began," he said.
Maurer added: "Most wealth management companies are built to create scale, and that becomes the goal. We are interested in partnering with our clients to produce the best results for them, first, and we'll grow the business with that as our primary goal."