Employer stock contributions properly structured for prohibited transaction provisions of ERISA
Photo of John Apruzzese

John Apruzzese

Managing Director and Chief Investment Officer

Biographical Info

John Apruzzese is the Chief Investment Officer for Evercore Trust and for Evercore Wealth Management, responsible for setting the firms’ market outlook and asset allocation policy. Prior to joining Evercore in 2008, he was the head of equity investments and chair of the Equity Investment Committee of U.S. Trust. He worked at U.S. Trust for 24 years. He was earlier on the staff of the U.S. Senate Labor and Human Resources Committee and worked on federal budget matters.
Mr. Apruzzese earned his B.A. from Bucknell University, his M.B.A. from New York University, and he holds the Chartered Financial Analyst designation. He is a former member of the Board of the New York Society of Security Analysts.

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