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Evercore Wealth Management Partner Nancy Shavel Gabel recognized by Citywealth’s 2024 Powerwomen Awards

March 22, 2024

Evercore Wealth Management Partner Nancy Shavel Gabel received the Gold Award for Women of the Year in the Wealth Management category by Citywealth.
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Independent Thinking panel: Our Latest Thinking: The Investment Outlook

January 12, 2024

Our Chief Investment Officer John Apruzzese and other partners at our firm – Stephanie Hackett, Brian Pollak, and Mike Seppelt – discussed our view on current market risks and opportunities.
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Evercore Publishes Independent Thinking, Volume 49

December 5, 2023

The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
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2023 Year-End Wealth Planning Review

October 12, 2023

Several legislative and regulatory updates that may be worth considering this year, in the context of overall wealth planning goals.
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Independent Thinking Panel: New Frontiers in Aging: Technology for Long and Happy Lives

September 29, 2023

Andy Miller, Head of AARP’s innovation Labs and AgeTech Collaborative, joined us for our latest webinar, New Frontiers in Aging: Technology for Long and Happy Lives.
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Barron’s Ranks Evercore Wealth Management a Top 100 RIA Firm

September 15, 2023

Evercore Wealth Management was named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors for 2023 (9/15/2023).
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Evercore Publishes Independent Thinking, Volume 48

August 2, 2023

The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
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Evercore Wealth Management Ranked by Financial Advisor as a leading Registered Investment Advisor

July 20, 2023

Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2023 by Financial Advisor (7/14/23).
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Independent Thinking Panel: A New Perspective on the Markets: Our Investment Outlook

June 30, 2023

John Apruzzese, Chief Investment Officer, and Partners and Portfolio Managers Tim Evnin and Charlie Ryan, discussed our market outlook, including a special focus on equities.
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Independent Thinking Panel: Mind the (Protection) Gap: A P&C Insurance Primer

June 23, 2023

Soaring property values and shrinking insurance capacity has left many homeowners dangerously exposed.
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Independent Thinking Panel: Confrontation or Negotiation? Sino-American Relations and the Implications for U.S. Investors

May 24, 2023

Is our real relationship with China confrontational or, as President Nixon declared five decades ago, negotiable?
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Independent Thinking Panel: Bank Shake-Up: What Does It Mean for Private Capital Investors?

April 21, 2023

The global banking crisis has put depositors, investors, and regulators on alert, in a period of already heightened market/economic uncertainty.
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AI Is Going to (Really) Change Your Life

March 31, 2023

Is artificial intelligence overhyped? Or is it about to change our lives, in more ways than we can count?
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Evercore Publishes Independent Thinking, Volume 47

March 17, 2023

The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
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Independent Thinking Panel: Our Latest Thinking: The Investment Outlook

January 25, 2023

After a year in which longstanding economic and investment trends were turned on their heads, what’s next for the markets?
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Mass Transit Systems: Lawmakers All Aboard (For Now)

January 19, 2023

Howard Cure, National Director of Municipal Bond Research, writes in “Mass Transit Systems: Lawmakers All Aboard (For Now)” that there may be opportunities for bond investors in this sector.
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Independent Thinking Panel: A Different Perspective: A Conversation with Dame Karen Pierce, British Ambassador to the United States

January 10, 2023

We were delighted to welcome back Ambassador Dame Karen Pierce as a guest for our recent webinar.
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The SECURE Act: Key Points & Considerations

January 6, 2023

The new SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) includes some important provisions affecting high net worth individuals and families.
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Independent Thinking panel: Enough, but Not Too Much: Raising Independent Children in an Affluent Environment

December 16, 2022

Deciding if, when, and how to transfer assets to children and grandchildren is one of the most important wealth management decisions families make.
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Market Outlook with Chief Investment Officer John Apruzzese

November 30, 2022

How should portfolios be positioned to withstand these tumultuous markets?
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Evercore Publishes Independent Thinking, Volume 46

November 30, 2022

The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
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2022 Year-End Wealth Planning Review

October 21, 2022

Evercore Wealth Management, LLC and Evercore Trust Company, N.A. professionals assemble an extensive annual guide, to highlight potential opportunities and strategies ahead of our end-of-year planning discussions with our clients.
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Independent Thinking Panel: Making it Count, Beyond the Amount: Innovations in Philanthropy

October 14, 2022

Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, hosted our discussion “Making it Count, Beyond the Amount: Innovations in Philanthropy,” with guests Renee Kaplan, Nadia Roumani, and Milton Speid.
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Barron’s Ranks Evercore Wealth Management a top 100 RIA Firm

September 19, 2022

Evercore Wealth Management was again named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors.
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Independent Thinking Panel: Special Needs: Protecting the Whole Family with Wealth Planning

September 15, 2022

All families struggle: those facing addiction, autism and other physical, mental and emotional health issues struggle more than most. Wealth can help, but without thoughtful planning it can also create additional challenges.
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Evercore Wealth Management Ranked by Financial Advisor as a leading Registered Investment Advisor

July 28, 2022

Evercore Wealth Management is ranked among the leading Registered Investment Advisors (RIA) with assets of $1 billion and over by Financial Advisor.
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Evercore Publishes Independent Thinking, Volume 45

June 30, 2022

The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
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Gifting and Letting Go: The Emotional and Practical Aspects of Wealth Transfer

June 9, 2022

Deciding when – and how much – to give children and grandchildren is arguably the most fraught wealth management decision many of us will make.
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Maintaining Equilibrium: The Evercore Wealth Management Investment Outlook

June 3, 2022

Recession, if it comes, could impact portfolios.
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Prepared for Further Volatility: A Fixed Income Update

May 10, 2022

Interest rates in the United States and other developed countries are sharply higher so far this year as central banks try to combat inflation.
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Beyond Covid: Accelerating Innovation and Investment Opportunity in Healthcare

April 12, 2022

In our recent webinar, Independent Thinking panel: Beyond Covid: Accelerating Innovation and Investment Opportunity in Healthcare, Evercore Wealth Management Partner and Portfolio Manager Judy Moses and two of our external fund managers, Joelle Kayden, the founder and managing member of Accolade Partners, and Debra Netschert, a health sciences equity portfolio manager at Jennison Associates, discussed the new investment opportunities in an environment that is changing at an accelerated rate, in both the public and private markets.
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Evercore Publishes Independent Thinking, Volume 44

March 8, 2022

Welcome to the latest edition of Independent Thinking.
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The United States and China: Repairing the “Most Consequential” Relationship

March 4, 2022

In our recent webinar, Independent Thinking panel: The United States and China: Repairing the “Most Consequential” Relationship, Evercore Wealth Management Partner and Portfolio Manager Brian Pollak interviewed David Firestein, President & CEO of the George H.W. Bush Foundation in a contemporary discussion of what the 41st President described as the most consequential bilateral relationship in the world.
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Evercore Wealth Management Shortlisted for Outstanding CEO, CIO

January 27, 2022

Evercore Wealth Management Shortlisted by Family Wealth Report for Outstanding CEO, CIO:
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The 2022 Investment Outlook

January 13, 2022

2021 was another challenging year on many fronts, with two new COVID variants, related labor market and supply chain shocks, and the highest inflation in decades.
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Investing in Green Technologies: A Conversation on Decarbonization

December 10, 2021

In our recent webinar, Independent Thinking panel: Investing in Green Technologies: A Conversation on Decarbonization, Panos Ninios of True Green Capital Management, Praveen Sahay of WAVE Equity Partners discussed the production and utilization of alternative energy technology and the prospects for carbon capture, along with the associated investment opportunities and risk.
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Evercore Publishes Independent Thinking, Volume 43

October 28, 2021

Welcome to the latest edition of Independent Thinking.
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Seeds to Success: Early Stage Investing in Women-Led Companies

October 20, 2021

Thanks to Erika Cramer, Managing Partner of How Women Invest, Elizabeth Gore, co-founder and president of Hello Alice, and Loretta McCarthy, co-CEO and Managing Partner of Golden Seeds, for joining Partner and Portfolio Manager Stephanie Hackett in our October 13 Independent Thinking panel, Seeds to Success: Early Stage Investing in Women-Led Companies.
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Financial Planning Ranks Evercore Wealth Management on Registered Investment Advisors Leaders List

September 27, 2021

Evercore Wealth Management was named to Financial Planning’s 2021 Registered Investment Advisors (RIA) Leaders List, which ranks the top 150 fee-only firms based on assets under management.
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Advancing at the Intersection of Climate Change and Capital: A Webinar with Futurist Andrew Zolli

September 22, 2021

In our webinar, Independent Thinking panel series: Advancing at the Intersection of Climate Change and Capital: A Webinar with Futurist Andrew Zolli, we spoke on the present and coming impacts of climate change on industries, businesses and investors.
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Barron’s Ranks Evercore Wealth Management a top RIA

September 22, 2021

Evercore Wealth Management was again named to the Barron’s annual ranking of top independent U.S. Registered Investment Advisors, or RIAs.
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Another New Governor for New York: The Muni Outlook

August 23, 2021

Andrew Cuomo is the second New York governor forced out of office in 15 years, along with two Senate leaders, a state attorney general, an assembly speaker and a state comptroller.
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Evercore Wealth Management Ranked by Financial Advisor as a leading Registered Investment Advisor

August 4, 2021

Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, with assets of $1 billion and over, by Financial Advisor.
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Evercore Publishes Independent Thinking, Volume 42

June 25, 2021

Welcome to the latest edition of Independent Thinking. We focus on rising inflation, which we believe are transitory, and rising taxes, likely to be a longer-term issue.
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Inflation: Bark or Bite? The Evercore Wealth Management Investment Outlook Update

June 23, 2021

As the economy fully reopens, it is evident we are experiencing a burst of inflation.
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New York City – Love It or Leave It?

June 18, 2021

New York City will remain a global center for finance, education, healthcare, technology and culture, but not without changes to its prior established position. Investment exposures should be allocated and managed accordingly.
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Rethinking American Education: A Discussion with Ross Wiener and Cami Anderson

June 18, 2021

Right now, American education is undergoing a rapid transformation.
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Let’s Visit Mars with Dr. Dava Newman

April 29, 2021

The timing of our recent Independent Thinking panel: Let’s Visit Mars with Dr. Dava Newman was fortunate; NASA’s Mars helicopter Ingenuity last week set records, flying faster and further than expected.
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Evercore Wealth Management is ranked among the largest RIAs in San Francisco by the San Francisco Business Times

April 26, 2021

Evercore Wealth Management is ranked among the largest RIAs in San Francisco by the San Francisco Business Times.
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Reentry: Supporting Children (and Grandchildren) in a Changed World: A Conversation with Dr. Harold S. Koplewicz and Jeff Maurer

April 13, 2021

How can we support children, teens and young adults to navigate the return to an in-person world, after so long a time living in a largely virtual one?
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Evercore Wealth Management Partner Nancy Shavel Gabel recognized by Citywealth’s 2021 Powerwomen Awards

April 6, 2021

Evercore Wealth Management Partner Nancy Shavel Gabel was recognized by Citywealth’s 2021 Powerwomen Awards for winning Gold as Woman of the Year Leadership – Financial organization – Director.

Investing in the Middle Market: a Conversation with David Golub

April 5, 2021

The middle market represents over 200,000 U.S. companies, employs over 48 million workers, and makes up about one-third of private sector GDP. It can be seen as a bellwether for the U.S. economy.
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Evercore Publishes Independent Thinking, Volume 41

February 26, 2021

Record high asset valuations and record low yields, the prospects for inflation in the wake of $3.9 trillion in U.S. fiscal stimulus, and the likelihood of rising taxes and related planning strategies are all topics addressed in the 41st edition of Evercore Wealth Management’s Independent Thinking.
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A New Perspective: The Evercore Wealth Management Planning and Investment Outlook

February 2, 2021

Evercore Wealth Management’s Chief Executive Officer Chris Zander and Chief Investment Officer John Apruzzese hosted an engaging discussion of the investment risks and opportunities following one of the most tumultuous years in memory.
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Evercore Wealth Management Shortlisted by Family Wealth Report for Four Awards

January 20, 2021

Evercore Wealth Management has been shortlisted by the Family Wealth Report for four awards:
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Martha Pomerantz speaks at Investors Roundtable

January 6, 2021

Evercore Wealth Management Partner and Portfolio Manager Martha Pomerantz participated again this year at the Minneapolis Star Tribune’s annual Investors Roundtable.
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Evercore Wealth Management Partners Listed in Crain’s New York 2020 Notable Women in Financial Advice

December 10, 2020

Evercore Wealth Management congratulates Partners Jewelle Bickford, Nancy Gabel, Helena Jonassen, and Kate Mulvany for their achievement as 2020 Notable Women in Financial Advice by Crain’s New York Business.
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Evercore ISI recognized again as a Top Ranked Independent Firm in U.S. Equity Research

December 7, 2020

Evercore ISI is the top ranked independent firm in the Institutional Investor’s All-America Equity Research survey for the seventh consecutive year. Ed Hyman, Evercore ISI founder and Chairman, rates the top in Economics – a recognition he has earned 40 times.
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Resetting Relationships: A Conversation with Dame Karen Pierce DCMG, British Ambassador to the United States

December 7, 2020

Our client webinar: Resetting Relationships: A Conversation with Dame Karen Pierce DCMG, British Ambassador to the United States, was a timely discussion, hosted by Evercore Wealth Management Partner Jewelle Bickford.
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20/20 Vision: Investing in the Waning Days of a Wild Year

November 27, 2020

With just over five weeks until the New Year countdown begins, we’ve learned a lot – and we have a lot still to learn.
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Got Munis? The Case for Bonds as States Adjust Budgets

October 20, 2020

Why own bonds now, when rates are so low and states face significant fiscal challenges in managing the impact of COVID-19?
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We’ve Got This: Successful Aging Takes a Team

October 20, 2020

Unexpected long-term care expenses can impact your overall financial plan.
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Rumors vs. Realities in the Municipal Bond Market: How Bad is It?

October 2, 2020

Municipalities across the U.S are dealing with the aftermath of Covid-19 – some states struggling more than others.
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Reappraising Real Estate: An Evercore Investment Roundtable

September 25, 2020

Do the dislocations in U.S. commercial and residential real estate this year present more opportunity or risk?
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The 2020 Election: The Political, Planning and Investing Outlook

September 18, 2020

The coming election will reshape the United States, impacting us all.
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Barron’s Ranks Evercore Wealth Management Among “America’s Best RIA Firms”

September 14, 2020

Evercore Wealth Management was again named to Barron’s annual ranking of top independent U.S. Registered Investment Advisors, or RIAs.
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Beyond Mentorship: Finding & Becoming an Effective Sponsor

September 10, 2020

Behind every great woman is a great career sponsor.
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Muni-Bonds Show Promise for NYC Investors: Howard Cure in Bloomberg

August 28, 2020

New York City is far from the verge of bankruptcy, says Howard Cure, head of municipal bond research at Evercore Wealth Management.
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Evercore Wealth Management Ranked by Financial Advisor as a leading Registered Investment Advisor

August 6, 2020

Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, by Financial Advisor.
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Evercore Wealth Management Ranks Among Top RIA’s: Financial Times

July 30, 2020

Evercore Wealth Management has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
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Giving When the Need is so Great: A Discussion with R.T. Rybak and Milton Speid

July 28, 2020

How can we be truly effective in our charitable giving?
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Evercore Publishes Independent Thinking, Volume 39

July 6, 2020

How is the stock market so resilient?
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Finding Common Ground in a Divided America: A Discussion with Jonathan Haidt

July 2, 2020

Divisions in American society have always run deep.
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Thriving in a Digital Age: A Primer (and More) on Moving Your Financial Life Online

June 25, 2020

The shift to digitized personal finance is rapidly accelerating, leaving many with urgent questions on how to make the best of the new digital normal.
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Stranger Than Fiction: A Conversation with Steven Brill and Paul Steiger

June 12, 2020

Stranger Than Fiction: A Conversation with Steven Brill and Paul Steiger, a client webinar hosted by Evercore Wealth Management on June 9, 2020, explored the drivers of misinformation and disinformation, and their potential impact on our health, our political process, and society.
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John Apruzzese on Active Investing: Barron’s

May 22, 2020

It’s a challenging but opportune time for active investors, Evercore Wealth Management Chief Investment Officer John Apruzzese told Barron’s.
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Now and Next: A Webinar Series with Futurist Andrew Zolli on Resilience & Recovery

May 7, 2020

What are the long-term consequences of the Covid-19 pandemic? What choices we will make on the road to global recovery?
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College & Covid: a Q&A for Families

May 4, 2020

Taking a gap year is an attractive alternative to starting college online, but to use this strategy effectively, it’s important for students to develop an authentic, practical project.
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New York Small Business Programs Underfunded: Howard Cure in the New York Times

April 25, 2020

The New York City small business contingency program is too small to make much of a difference for the surge of businesses suddenly in need as a result of the Covid 19 mandatory shutdowns, said Howard Cure, director of municipal bond research at Evercore Wealth Management, in an interview with the New York Times.
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Now and Next: A Webinar Series on Resilience & Recovery

April 24, 2020

Evercore Wealth Management’s client webinar on April 21: Now and Next: A Webinar Series on Resilience & Recovery featured Andrew Zolli, futurist and co-author of the novel Resilience: Why Things Bounce Back. Read More

The Long Road to Recovery: Highlights from the Evercore Wealth Management Investment Webinar

April 16, 2020

Recent gains in the markets provide a real opportunity to re-assess wealth plans to make sure they reflect individual needs and risk tolerance.
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Cyber-Smart in a Time of Pandemic

April 6, 2020

Increasing cyberattacks are among the unfortunate side effects of COVID-19.
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Evercore Publishes a Special Edition of Independent Thinking

March 28, 2020

The special edition of Independent Thinking, the journal of Evercore Wealth Management and Evercore Trust Company, focuses on the investment and planning strategies during the Covid-19 pandemic.
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Evercore Wealth Management awarded by Family Wealth Report the 2020 top Private Client Investment Platform; Chris Zander named Leading Individual.

March 24, 2020

Evercore Wealth Management awarded by Family Wealth Report the 2020 top Private Client Investment Platform; Chris Zander named Leading Individual.
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Keeping Calm in a Market Panic: The Evercore Wealth Management Investment Outlook

March 18, 2020

Staying focused on long-term goals can be challenging in periods of market turmoil.
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A Message from Chris Zander and Jeff Maurer

March 13, 2020

All of us at Evercore are committed to doing our part in the business community to help contain the spread of COVID-19, and to protect our colleagues, clients, friends and families.
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Keeping Calm in a Market Panic

March 9, 2020

Stocks have dropped precipitously as investors anticipate recession and an accompanying credit crisis.
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Covid-19 & Business Planning Update

March 9, 2020

Evercore Wealth Management and Evercore Trust Company are prepared in the event that the coronavirus becomes more prevalent.
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Evercore Wealth Management Promotes Jonathan Bergner, Nancy Gabel to Partner

March 2, 2020

Evercore Wealth Management today announced the promotions of Portfolio Manager Jonathan Bergner and Financial Advisor Nancy Gabel to Partner.
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Market Ills – or a Healthy Pullback?

February 25, 2020

As the COVID-19 strain of coronavirus spreads, so does the temptation to blame it for all of the recent changes in market conditions.
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Chris Zander Quoted by Citywealth on Tax, Compensation and Business Transfer Planning

February 18, 2020

The stock component of executive compensation and many transactions has grown with market appreciation, Evercore Wealth Management CEO Chris Zander said in an interview with Citywealth.

Evercore Wealth Management Ranked Among Largest Wealth Management Firms in Minneapolis

February 7, 2020

Evercore Wealth Management’s Minneapolis office ranks among top wealth managers in the Minneapolis and St. Paul area, according to the Minneapolis / St. Paul Business Journal, which based its survey on local assets under management.
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New York State 2020: The Municipal Bond Outlook

January 22, 2020

Investors in New York debt are eager to hear how the state’s legislators will grapple with a projected $6.1 billion fiscal deficit, the largest in a decade. Howard Cure, Director of Municipal Research at Evercore Wealth Management, reviews the outlook for the state. Read more below.
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Evercore Wealth Management Appoints Michael Beck Managing Director, Portfolio Manager

January 15, 2020

Evercore Wealth Management today announced the appointment of Michael Beck as a Managing Director and Portfolio Manager.
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Evercore Publishes Independent Thinking, Volume 37

December 11, 2019

Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal.
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Chris Zander Named CEO, Jeff Maurer Chairman

December 4, 2019

Chris Zander will succeed Jeff Maurer as CEO of Evercore Wealth Management and Evercore Trust Company, N.A., effective January 2, 2020. Jeff Maurer will become Chairman.
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Evercore Wealth Management Shortlisted by Family Wealth Report for Six Awards

November 29, 2019

Evercore Wealth Management has been shortlisted by the Family Wealth Report for six awards:
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Chris Zander Quoted in Forbes on 2020 Estate and Gift Tax Limits

November 7, 2019

Some people felt they had time to make a decision on when to make big lifetime gifts, says Chris Zander, President of Evercore Wealth Management, in an interview with Ashlea Ebeling in Forbes.
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Chris Zander Interviewed by Forbes on Changing Domicile

November 5, 2019

“We continue to have conversations with clients about changing domicile from high tax jurisdictions to Florida,” says Chris Zander, president of Evercore Wealth Management, in an interview with Ashlea Ebeling in Forbes.
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John Apruzzese Interviewed on Investment Strategy by the New York Times

November 5, 2019

The endowment model is more risky for private investors than a 60/40 split between equities and fixed income, said John Apruzzese, Partner and Chief Investment Officer of Evercore Wealth Management, in an interview with Paul Sullivan in the New York Times.
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Martha Pomerantz Named One of Minnesota’s 50 Over 50

November 1, 2019

Evercore Wealth Management Partner Martha Pomerantz was named by Pollen as one of the 50 Minnesotans over the age of 50 who have made a significant community contribution.
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Evercore Wealth Management Appoints Steven Chung Managing Director, Portfolio Manager

October 29, 2019

Evercore Wealth Management today announced the appointment of Steven Chung as a Managing Director and Portfolio Manager.
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Evercore ISI recognized as the Top Ranked Independent Firm in U.S. Equity Research

October 11, 2019

Evercore ISI was recognized as the top ranked independent firm in the Institutional Investor All-America Equity Research survey for the sixth consecutive year.
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California: It’s All Good – For Now

September 17, 2019

California’s massive and diverse economy has performed well for years, but significant issues need to be addressed, including the high cost of living. The ramifications of this growing wealth gap may otherwise soon affect investors.
 
Click here to download our California bond outlook.

Barron’s Ranks Evercore Wealth Management a top RIA

September 16, 2019

Evercore Wealth Management is again named by Barron’s as a top U.S. Registered Investment Advisor in the publication’s annual ranking. Click here to view the feature.

Chris Zander Interviewed on growth, tech by Citywire

August 22, 2019

Investment and technology are key to the firm’s continued growth, said Chris Zander, president of Evercore Wealth Management and Evercore Trust Company, in an interview with Citywire.
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Evercore Publishes Independent Thinking, Summer 2019

August 1, 2019

Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal.
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Financial Advisor Names Evercore Wealth Management Among Top RIAs

July 10, 2019

Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, with over $1 billion in assets under management.
 
To view the rankings, click here.
 
Assets under management at Evercore Wealth Management now total approximately $8.1 billion, as of March 31, 2019.

Evercore Publishes Independent Thinking, Spring 2019

May 3, 2019

Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal.
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The Bond Buyer quotes Howard Cure on New York Budget Proposal

May 1, 2019

Evercore Wealth Management Director of Municipal Bond Management Howard Cure spoke with The Bond Buyer about New York Mayor Bill de Blasio’s budget proposal.
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Evercore Wealth Management Hosts Wise Women Afternoon

April 3, 2019

Over a hundred women from a wide range of backgrounds came together to contribute to the Wise Women afternoon on April 3 in New York.
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New York Times Quotes Chris Zander on Managing Real Estate Investments

March 15, 2019

Real estate needs to be considered against other assets in a portfolio to ensure there is sufficient cash to withstand a downturn, Evercore Wealth Management President Chris Zander told the New York Times.
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Culture & Capitalism at the Norton In Palm Beach

March 4, 2019

Evercore Wealth Management marked the firm’s expansion to Palm Beach with an evening event at the newly-renovated Norton Museum, featuring a discussion between Evercore CEO Ralph Schlosstein and Jeff Maurer, CEO of Evercore Wealth Management and Evercore Trust Company, NA.
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Evercore Wealth Management Appoints Michael Kirkbride as Managing Director, Portfolio Manager

February 25, 2019

Evercore Wealth Management today announced the appointment of Michael Kirkbride as a Managing Director and Portfolio Manager.
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Chris Zander Named President of Evercore Wealth Management

February 11, 2019

Evercore today announced the appointment of Chris Zander as President of Evercore Wealth Management, reporting to the firm’s Chief Executive Officer Jeff Maurer.
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Evercore Publishes Independent Thinking, Winter 2019

January 10, 2019

Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal.
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Martha Pomerantz speaks at Investors Roundtable

December 29, 2018

While volatility in the stock market can be discomforting, it can provide opportunities for long-term investors, said Martha Pomerantz at the annual Minneapolis Star Tribune investors roundtable. She noted that Evercore Wealth Management expects continued low inflation and interest rates. To view the firm’s latest thinking, please see the current issue of Independent Thinking.
 
The full article can be viewed by subscribers here (http://www.startribune.com/annual-investors-roundtable-volatile-markets-cause-optimism-to-wane/503615222). Ms. Pomerantz is a Partner and Portfolio Manager at Evercore Wealth Management and the manager of the firm’s Minneapolis office. She can be contacted at martha.pomerantz@evercore.com.

Evercore Publishes Independent Thinking, Fall 2018

November 2, 2018

Evercore Wealth Management and Evercore Trust Company N.A. publish the latest edition of Independent Thinking, the firms’ quarterly journal.
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Financial Times Quotes Dien Yuen on Chinese-American Philanthropy

October 19, 2018

Chinese-American philanthropists are a growing force in charitable giving, Evercore Wealth Management Wealth & Fiduciary Advisor Dien Yuen told the Financial Times.
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Evercore ISI Named the Top Ranked U.S. Equity Research Firm

October 9, 2018

Evercore ISI was recognized as the top ranked independent firm in Institutional Investor’s All-America Equity Research survey for the fifth consecutive year.
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Barron’s Ranks Evercore Wealth Management a Top Investment Advisory Firm

September 17, 2018

Evercore Wealth Management ranks again among the top Registered Investment Advisory firms, or RIAs, in the United States, according to Barron’s.
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Evercore Relocates its Trust Company Headquarters to Delaware

September 13, 2018

Evercore (NYSE: EVR) today announced the relocation of the headquarters of its wholly-owned subsidiary Evercore Trust Company, N.A. to Delaware.
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Evercore Wealth Management Appoints Daniel Stolfa, Managing Director, Wealth & Fiduciary Advisor

August 29, 2018

Evercore Wealth Management, LLC today announced the appointment of Daniel Stolfa as a Managing Director and Wealth & Fiduciary Advisor at the firm’s office in Minneapolis.
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Evercore Wealth Management Expands to Palm Beach

August 14, 2018

Evercore Wealth Management, LLC today announced the opening of an office in Palm Beach, Florida.
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Evercore Publishes Independent Thinking, Summer 2018

July 27, 2018

Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
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Financial Advisor Names Evercore Wealth Management Among Top RIAs

July 11, 2018

Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, with over $1 billion in assets under management.
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Brian Pollak Addresses Yale U.S.-China Forum on Wealth Management

May 11, 2018

Evercore Wealth Management Partner and Portfolio Manager Brian Pollak spoke at the Yale U.S.-China forum on trends in wealth management in the United States, including:
 
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Evercore Publishes Independent Thinking, Spring 2018

May 10, 2018

Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
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Who Says the Market is Overpriced? A Barron’s Q&A with Evercore CIO John Apruzzese

May 7, 2018

The market is at its average historic valuation, said John Apruzzese, the Chief Investment Officer of Evercore Wealth Management, in an interview with Barron’s on his study of the relationship between inflation and stock market valuations.
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Evercore Wealth Management Hosts Wise Women Afternoon, with Gloria Steinem, Ellen Kullman, and Others

April 19, 2018

Author and activist Gloria Steinem and former DuPont CEO Ellen Kullman were among the speakers at the Evercore Wealth Management April 19 Wise Women event, How Can Women Leverage Their Personal, Professional and Financial Capital To Create Lasting Change?
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A Troubled Trio: Investing in New York, New Jersey and Connecticut

April 17, 2018

New York, New Jersey and Connecticut face big fiscal challenges. Competitive economic forces, changing federal programs, and each state’s own mismanagement together threaten one of the most economically diverse and dynamic regions of the country.
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Evercore Wealth Management Appoints Dien Yuen as a Managing Director and Wealth & Fiduciary Advisor

April 4, 2018

Evercore Wealth Management, LLC today announced the appointment of Dien Yuen as a Managing Director and Wealth & Fiduciary Advisor in the San Francisco office.
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Evercore Wealth Management Appoints Thomas Olchon as a Managing Director and Wealth & Fiduciary Advisor

March 26, 2018

Evercore Wealth Management, LLC today announced the appointment of Thomas Olchon as a Managing Director and Wealth & Fiduciary Advisor.

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Evercore Publishes Independent Thinking, Winter 2018

February 27, 2018

Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
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Federal Tax Reform and Its Impact on the Municipal Bond Market

January 4, 2018

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Tax Reform Update

December 20, 2017

The Tax Cuts and Jobs Act of 2017 has wide-ranging ramifications for the economy, the markets, and families.

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A Reality Check for Stock Valuations

November 30, 2017

Common market valuation metrics can make the stock market seem more expensive than it is, argues Evercore Wealth Management Chief Investment Officer John Apruzzese in a white paper published by the firm.
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Jeff Maurer Quoted in The New York Times on Managing Alzheimer’s Costs

October 6, 2017

Evercore Wealth Management CEO Jeff Maurer told The New York Times that preparing for the possibility of becoming incapacitated by illness is a test of managing expectations around the unexpected.
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Barron’s Ranks Evercore Wealth Management a Top Investment Advisory Firm

September 18, 2017

Evercore Wealth Management was ranked among the top 30 Registered Investment Advisory firms, or RIAs, in the United States by Barron’s.

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Evercore Publishes Independent Thinking, Summer 2017

July 20, 2017

Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.

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Financial Advisor Names Evercore Wealth Management Among Top RIAs

July 13, 2017

Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, with over $1 billion in assets under management.

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The State of New Jersey

July 10, 2017

Despite its wealth and educated work force, the State of New Jersey has struggled for years to balance its budget and address its embedded financial liabilities – particularly employee pensions.

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Evercore Wealth Management Appoints Debora Carswell

July 10, 2017

Evercore Wealth Management, LLC today announced the appointment of Debora Carswell as a Managing Director and Financial Advisor in the firm’s Florida office.

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Evercore Publishes Independent Thinking, Spring 2017

April 24, 2017

Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
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ACA & Tax Reform Update

March 30, 2017

The Patient Protection and Affordable Care Act, or ACA, remains, as Speaker of the House Paul Ryan observed, the law of the land.
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Trouble in the Bond Markets? Weighing Policy, Inflation and Rates in the Trump Administration

February 16, 2017

One thing we can be certain of at this still early juncture in the Trump Administration is greater uncertainty than many investors are accustomed to in the markets.
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A Huge Take-Away on Income Inequality: Barron's Cites John Apruzzese's Investment Outlook

February 6, 2017

Barron’s cited Evercore Wealth Management CIO John Apruzzese’s view that any discussion of income inequality in the United States must include federal payroll taxes (the amounts taken out for Social Security and Medicare), as well as income taxes, and the income-redistribution programs they help finance.
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Chris Zander's Strategic Planning Outlook: Family Wealth Report

February 1, 2017

Family Wealth Report published an article by Chris Zander on wealth planning in 2017, headlining it Evercore on the New Administration’s First Round.
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Martha Pomerantz Comments on Outlook at Minneapolis Star Tribune Roundtable

January 13, 2017

Evercore Wealth Management Partner and Portfolio Manager Martha Pomerantz participated in the Minneapolis StarTribune annual roundtable, for a discussion of the 2017 investment outlook.
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Municipal Bond Market Update: What’s Changed, What Hasn’t

December 7, 2016

For all the changes in bond market yields since the surprise election of Donald Trump, some important economic drivers haven’t changed.
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Forbes Quotes Iain Silverthorne on Executive Stock Sales

November 23, 2016

Managing an executive stock sale means balancing logistical and emotional factors, Evercore Wealth Management Partner and Wealth & Fiduciary Advisor Iain Silverthorne told Forbes.

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2016 California Proposition Results

November 23, 2016

The results are in for statewide ballot initiatives in California and the impact is generally positive for the stability of the state’s fiscal position and credit quality.
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Staying on Course in a Changing World

November 10, 2016

As wealth managers, we are focused on meeting each client’s goals, plain and simple.
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New York Times Features Evercore Wealth Management Educational Programs

October 8, 2016

Evercore Wealth Management clients and Minneapolis-based Partner & Portfolio Manager Martha Pomerantz were featured in an article in the Wealth Matters section of the New York Times.
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Family Wealth Transfer Planning: The Window is Closing on Valuation Discounts

August 25, 2016

Investors have for years utilized family-controlled entities as part of their estate and wealth transfer planning to shift assets to succeeding generations while minimizing transfer taxes, facilitating succession and governance planning, and enhancing long-term family asset management.

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Evercore Wealth Management Appoints Douglas Dewey as Financial Advisor

June 22, 2016

Evercore Wealth Management, LLC today announced the appointment of Douglas Dewey as a Managing Director and Financial Advisor.

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The Financial Times names Evercore Wealth Management as a top registered investment adviser

June 16, 2016

Evercore Wealth Management was named among the 2016 Top 300 Registered Investment Advisers in the United States by the Financial Times.

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The Wall Street Journal Quotes Howard Cure on Municipal Bonds

June 6, 2016

Evercore Wealth Management Director of Municipal Bond Research Howard Cure was quoted by The Wall Street Journal on the recent surge of investor interest in munis.

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Evercore Wealth Management Appoints Thomas Mahowald as Portfolio Manager

May 19, 2016

Evercore Wealth Management, LLC today announced the appointment of Thomas Mahowald as a Managing Director and Portfolio Manager to the firm’s Minneapolis office.

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Evercore Announces the Opening of Evercore Trust Company of Delaware

February 11, 2016

Evercore today announced the opening of Evercore Trust Company of Delaware, to enhance the firm’s fiduciary and investment services for high net worth families and related institutions across the United States.

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New York Times Quotes John Apruzzese on 2016 Investment Outlook

January 9, 2016

Evercore Wealth Management Chief Investment Officer John Apruzzese was quoted in the New York Times on his 2016 outlook.

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Martha Pomerantz Comments on Outlook at Minneapolis Star Tribune Roundtable

January 2, 2016

Evercore Wealth Management Partner and Portfolio Manager Martha Pomerantz joined the Minneapolis StarTribune roundtable, for a discussion of the 2016 investment outlook.

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Slow, Steady Economic Gains: Barron’s Quotes Ed Hyman of Evercore ISI

November 6, 2015

Evercore ISI chairman Ed Hyman expects slow but steady economic gains and modest interest rates for the next several years, Barron’s reported.

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New York Transit Funding Challenges: Howard Cure Featured in a Bond Buyer Podcast

October 29, 2015

Evercore Wealth Management Director of Municipal Bond Research Howard Cure is featured in a Bond Buyer podcast on the issues facing the New York transit system.

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High on California: Howard Cure on the State's Outlook in a Bond Buyer Podcast

October 22, 2015

Howard Cure, the Director of Municipal Bond Research at Evercore Wealth Management, discusses the California fiscal landscape with Bond Buyer, noting that the state has made significant improvements that voters now need to protect.

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The New York Times Cites Karen Francois on Special Purpose Trusts

August 29, 2015

Families can provide for troubled children through special purpose trusts, Karen Francois told the New York Times. Ms. Francois is the Chief Personal Trust Officer at Evercore Trust Company, N.A., and a Partner and Wealth Advisor at Evercore Wealth Management.

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John Apruzzese Comments on Market Volatility

August 24, 2015

After a four-year rise without a correction of 10% or more, one of the longest on record, the S&P 500 index has lost 12% in just four months, most of it in three trading days. While this extreme volatility is unsettling, U.S. investors should keep in mind that the drivers, notably the continued slow-down in China and related drop in most commodity prices, are not entirely correlated to the U.S. economy.

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Financial Advisor Names Evercore Wealth Management Among Top RIAs

August 14, 2015

Evercore Wealth Management has been ranked among the leading Registered Investment Advisors, or RIAs, with over $1 billion in assets under management. To view the article, click here.

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The Financial Times Names Evercore Wealth Management a Top Registered Investment Advisor

June 18, 2015

Evercore Wealth Management was named to the Financial Times ranking of 300 Top Registered Investment Advisors.

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Catch The Company Stock Tax Break While You Can: Chris Zander in Forbes

June 17, 2015

Chris Zander, Chief Wealth Advisory Officer at Evercore Wealth Management, was quoted by Forbes in an article on investing appreciated employer stock ahead of tax changes.

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Howard Cure Quoted on New York City Debt by Bloomberg

June 3, 2015

The Evercore Wealth Management Director of Municipal Bond Research, Howard Cure, was quoted by Bloomberg Politics on Mayor Bill de Blasio’s proposed record $78 billion budget.

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Evercore Wealth Management Appoints Darlene Marchesani, Kirsten Weisser as Wealth Advisors

May 18, 2015

Evercore Wealth Management LLC today announced the appointment of two Wealth Advisors, Darlene Marchesani and Kirsten Weisser.

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Chris Zander Quoted on Tax-Efficient Investing by Barron's Penta

May 5, 2015

Evercore Wealth Management Chief Wealth Advisory Officer Chris Zander was interviewed by Penta, the Barron’s publication for high net worth investors, on tax-efficient investment strategies.

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Evercore Wealth Management & Evercore ISI Featured in the Tampa Business Journal

April 24, 2015

Richard Hokenson, head of global demographics research at Evercore ISI, was quoted in the Tampa Business Journal on the business outlook in Florida, following a presentation to Evercore Wealth Management clients at The Birchwood in St. Petersburg.

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Worth Magazine Quotes Charles Ryan on Pharmaceuticals

April 19, 2015

Evercore Wealth Management Portfolio Manager Charles Ryan is always on the lookout for companies with best-in-class management and innovative drugs, said Worth in a round-up on top investment ideas. The article noted that he has added cash generation as another criterion in evaluating companies, as the healthcare market becomes more selective.

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CNBC Quotes John Apruzzese on European Stocks

April 9, 2015

Some European markets, notably Germany, are increasingly attractive, Evercore Wealth Management CIO John Apruzzese told CNBC.

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Evercore Wealth Management CIO Cited in Sarasota Herald-Tribune

March 12, 2015

John Apruzzese, the Chief Investment Officer at Evercore Wealth Management, was cited by Sarasota Herald-Tribune columnist Ernest “Doc” Werlin in an article on negative interest rates, noting that some $2 trillion, or about 16% of the world’s government bonds, now offer negative returns. The columnist attended a recent Evercore Wealth Management client event in Sarasota.
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Julie Krieger Writes on Business Succession Wealth Planning Strategies; Upsize Magazine

March 12, 2015

“The successful transfer of company leadership requires education and planning,” wrote Evercore Wealth Management Partner and Wealth Advisor Julie Krieger in a recent article in Upsize Magazine, a Minnesota small business publication. The right team and plan can ensure a smooth – and tax-efficient – transition.

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Evercore Wealth Management Welcomes Steven Brill and Lesley Stahl for a Discussion on U.S. Healthcare

March 11, 2015

Clients at Evercore Wealth Management participated in a discussion with bestselling author Steven Brill (America’s Bitter Pill: Money, Politics, Backroom Deals, and the Fight to Fix Our Broken Healthcare System, Random House, January 5, 2015) and CBS News’ Lesley Stahl at the firm’s headquarters in New York.
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Evercore Wealth Management Names John Sawin Vice President and Financial Advisor

March 4, 2015

Evercore Wealth Management LLC today announced the appointment of John Sawin as a Vice President and Financial Advisor at the San Francisco office of the firm.

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Evercore Wealth Management Featured in the Minneapolis Star Tribune

February 21, 2015

The Evercore Wealth Management office in Minneapolis was profiled in the Minneapolis Star Tribune.
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Evercore Wealth Management Promotes Portfolio Manager Brian Pollak to Partner

February 4, 2015

Evercore Wealth Management LLC today announced the promotion of Portfolio Manager Brian Pollak to Partner.

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Evercore Reports Record Results; Evercore Wealth Management Assets Under Management Rise 16%

February 4, 2015

Evercore Partners (NYSE: EVR) ) today announced record adjusted pro forma net revenues of $911.9 million for the 12 months ended December 31, 2014, up 20% from $765.4 million a year earlier. Assets under management at Evercore Wealth Management rose 16% to $5.7 billion for the year.

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Chicago Tribune Quotes Evercore Wealth Management on U.S. Infrastructure Funds

February 1, 2015

Private investment infrastructure are increasing in the United States, according to the Chicago Tribune in an article quoting Howard Cure, Director of Municipal Bond Research at Evercore Wealth Management. A growing number of institutional funds allow companies to invest in infrastructure assets while the government retains ownership.

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Evercore Wealth Management Names Stephanie Hackett Managing Director, Portfolio Manager

November 12, 2014

Evercore Wealth Management LLC today announced the appointment of Stephanie Hackett as a Managing Director and Portfolio Manager.

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Julie Krieger Quoted in the Minneapolis Star Tribune

November 8, 2014

Evercore Wealth Management Wealth Advisor Julie Krieger was interviewed by the Minneapolis Star Tribune’s Your Money column on the relative advantages of taking a lump sum or an annuity payment.

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Evercore Wealth Management Featured in the Tampa Bay Times

October 17, 2014

The Tampa Bay Times featured a recent Evercore Wealth Management event with Evercore Founder and Executive Chairman Roger Altman and Evercore Wealth Management CEO Jeff Maurer at the Oxford Exchange.

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Roger Altman: America's Revival Defies Washington's Sclerosis

October 16, 2014

It is hard to find someone who is not pessimistic about America. Two-thirds of our citizens see the country on the wrong track, particularly because they hate Congress and do not much like the president. Internationally, there is much hand-wringing over American decline.

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Chris Zander Addresses the Family Wealth Summit on Developments in Family Offices

October 9, 2014

Chief Wealth Advisory Officer Chris Zander spoke at the Family Wealth Summit on October 9 at the Metropolitan Club in New York. He addressed recent development in family offices, noting that families often have a range of advisors but lack an experienced central coordinator to oversee their overall wealth plan, as well as administrative and financial reporting functions.

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Financial Advisor Names Evercore Wealth Management a Top RIA

August 4, 2014

Evercore Wealth Management was ranked among the top Registered Independent Advisors in the United States by Financial Advisor magazine. For further information on the ranking and other recent industry awards for the firm, please contact Jay Springer at springer@evercore.com.

Top Registered Investment Advisers

June 26, 2014

As baby boomers retire, the demand for top-quality advice accelerates
 
The extensive new health insurance law; Twitter’s initial public offering; Congress’s partial shutdown of the federal government; Ukraine. It has been a tumultuous time to be an investor, and that is just in the past 12 months.

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Evercore Wealth Management Named a Leading RIA: The Financial Times

June 26, 2014

The Financial Times named Evercore Wealth Management among the top Registered Investment Advisors in the United States.

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Evercore Wealth Management Featured in the New York Times

May 17, 2014

The New York Times featured Evercore Wealth Management in its weekly Your Money column, interviewing Chief Executive Jeff Maurer and Chief Investment Officer John Apruzzese. The full article, titled Telling the Truth on Fees, Warts and All, can be viewed by clicking here.
 
Alternatively, please contact Jay Springer at springer@evercore.com for a hard copy.

Chris Zander Quoted in Barron's Penta on Year-End Tax Planning

November 30, 2013

“Taxpayers must think differently now than they did in prior years,” said Chris Zander, the Chief Wealth Advisory Officer at Evercore Wealth Management, in an interview with Penta, the Barron’s publication focused on high net worth investors.
 
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Julie Krieger Featured in Wall Street Journal on Wealth Transfer

November 21, 2012

When wealth is tied up in a family business, it can be hard to pass those assets to the next generation without Uncle Sam taking a big bite.

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