Evercore Wealth Management Featured in RIA Biz: Profile of CEO Jeff Maurer

April 8, 2010

Jeff Maurer, CEO of Evercore Wealth Management and former CEO of U.S. Trust, has brought "his old magic" to the new firm, said RIA Biz in a profile of the firm that included interviews with both Maurer and Bob Morse, who is folding his New York based firm with $180 million in assets into Evercore Wealth Management.

The article quotes Maurer as saying that he plans to continue growing the firm aggressively by recruiting more wealth managers to offices across the United States, notably in cities where Evercore Partners has investment banking offices. It also quotes Bob Morse as saying that he is excited about joining a firm that is able to provide clients with the services of a trust company, as well as those of a registered investment advisory.

Evercore Wealth Management currently has more than $1.5 billion in assets under management and 35 total staff.

"We are a little ahead of plan," Maurer said. "We feel confident."