Jeff Maurer Interviewed by Dow Jones on Firm's Growth

May 12, 2010

Evercore Wealth Management anticipates organic, opportunistic growth, said CEO Jeff Maurer in an interview with Dow Jones. The 18-month old firm plans to augment its organic-growth efforts by partnering with other wealth management companies who think about the business in a similar way.

That thinking includes a service team approach that puts clients in direct contact with equity and fixed-income portfolio managers as well as financial planners and, where relevant, trust professionals. "They're all available to the client," said Maurer.

Acquisition-fueled growth will take a back seat to Evercore Wealth Management's organic-growth efforts, Maurer said.