Wise Investing: How to Build a Realistic, Tax-Efficient & Sustainable Portfolio




Evercore Wealth Management, New York
Jewelle Bickford and Martha Pomerantz will lead a thoughtful discussion on building your personal portfolio to achieve your goals, for yourself and for your family. They will also discuss the complexities of navigating a woman’s financial life.
For further information on this event, please contact Jewelle Bickford at jewelle.bickford@evercore.com or 212.849.1640 or Martha Pomerantz at martha.pomerantz@evercore.com or 612.656.2821.