Employer stock contributions properly structured for prohibited transaction provisions of ERISA
Photo of Jeffery S. Maurer

Jeffery S. Maurer


Biographical Info

Jeff Maurer is the Chairman of the Board at Evercore Trust and the Chief Executive Officer of Evercore Wealth Management. Prior to founding Evercore Wealth Management in 2008, he was chairman and chief executive officer of Lehman Brothers Trust Company, N.A. and the chairman and chief executive officer of U.S. Trust. He was also a former chairman of the American Bankers Association’s Trust and Investment Management Division.
He is active in a wide range of non-profits, including Chairman of the board of the Hebrew Home at Riverdale in New York.
Mr. Maurer received his B.A. from Alfred University, his M.B.A. from New York University, and his J.D. from St. John’s University School of Law.

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