Jeff Maurer

Evercore Wealth Management Appoints Eva Anthony as Managing Director, Wealth and Fiduciary Advisor

Retrieved on: 
Thursday, July 22, 2021
Banking, Professional services, Finance, Evercore Wealth Management, Finance, Financial services, Evercore, Companies, BNY Mellon, Fiduciary, Trust company, Jeff Maurer

Evercore Wealth Management today announced the appointment of Eva Anthony as Managing Director and Wealth & Fiduciary Advisor of Evercore Wealth Management and Evercore Trust Company, N.A.

Key Points: 
  • Evercore Wealth Management today announced the appointment of Eva Anthony as Managing Director and Wealth & Fiduciary Advisor of Evercore Wealth Management and Evercore Trust Company, N.A.
  • Ms. Anthony joins Evercore from BNY Mellon Wealth Management, where she worked as a senior fiduciary specialist, providing fiduciary and planning advice to high net worth clients.
  • We are pleased to welcome Eva to our firm, said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company.
  • Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A.

Evercore Wealth Management Appoints Justin Miller as Partner and National Director of Wealth Planning

Retrieved on: 
Thursday, July 8, 2021
Banking, Professional services, Finance, Finance, Financial services, Money, Evercore Wealth Management, Evercore, BNY Mellon, Trusts & Estates, Trust company, Wealth management, Trust law, Jeff Maurer

Evercore Wealth Management today announced the appointment of Justin Miller as Partner and National Director of Wealth Planning.

Key Points: 
  • Evercore Wealth Management today announced the appointment of Justin Miller as Partner and National Director of Wealth Planning.
  • Mr. Miller will additionally serve as a Senior Wealth and Fiduciary Advisor at the San Francisco office of Evercore Wealth Management and Evercore Trust Company, N.A.
  • Mr. Miller joins Evercore from BNY Mellon Wealth Management, where he worked as a national wealth strategist, advising clients on tax, trusts and estates, charitable planning and family governance.
  • Justin is a welcome addition to our growing national team, said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company.

Evercore Wealth Management Appoints Alex Lyden-Horn Managing Director, Director of Delaware Trust Services at Evercore Trust Company, N.A.

Retrieved on: 
Tuesday, May 11, 2021
Professional services, Philanthropy, Legal, Finance, Foundation, Banking, Evercore Wealth Management, Evercore, Finance, Financial services, Trust, Service companies, Jeff Maurer

b'Evercore Wealth Management today announced the appointment of Alex Lyden-Horn as Managing Director, Director of Delaware Trust Services and Trust Counsel at Evercore Trust Company, N.A.\nMr.

Key Points: 
  • b'Evercore Wealth Management today announced the appointment of Alex Lyden-Horn as Managing Director, Director of Delaware Trust Services and Trust Counsel at Evercore Trust Company, N.A.\nMr.
  • Prior to joining Christiana Trust in 2015, he served as Trust Counsel to Commonwealth Trust Company for two years and, earlier, practiced as an attorney.\n\xe2\x80\x9cAlex is a welcome addition to our growing team,\xe2\x80\x9d said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company.
  • Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.\nMr.
  • Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A.

Evercore Wealth Management Promotes Three to Partner, Two to Managing Director

Retrieved on: 
Wednesday, March 3, 2021
Banking, Professional services, Insurance, Finance, Finance, Financial services, Evercore Wealth Management, Money, Evercore, Wealth management, Trust law, Trust company, Jeff Maurer

Id like to congratulate our colleagues on their well-deserved promotions, said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A.

Key Points: 
  • Id like to congratulate our colleagues on their well-deserved promotions, said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A.
  • The three new Partners are:
    Ruth Calaman is the General Counsel and Chief Compliance Officer at Evercore Wealth Management and Evercore Trust Company, N.A.
  • The new Managing Directors are:
    Paulo Coelho is a Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing strategic wealth planning advice to families, foundations and endowments.
  • Jennifer Tse is a Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., focused on financial planning, estate and wealth transfer planning and goals-based asset allocation for families.

Ralph L. Schlosstein and John S. Weinberg Each Appointed as Co-Chairman of the Board of Directors and Co-Chief Executive Officer

Retrieved on: 
Wednesday, July 15, 2020
Banking, Professional services, Finance, Finance, Investment banks, Investment, Money, Evercore, Altman, Jeff Maurer

Evercore (NYSE: EVR) today announced that Ralph L. Schlosstein and John S. Weinberg have each been appointed as Co-Chairman of the Board and Co-Chief Executive Officer, effective immediately.

Key Points: 
  • Evercore (NYSE: EVR) today announced that Ralph L. Schlosstein and John S. Weinberg have each been appointed as Co-Chairman of the Board and Co-Chief Executive Officer, effective immediately.
  • Previously, Mr. Schlosstein, who joined the firm in 2009, served as President and Chief Executive Officer and Mr. Weinberg, who joined the firm in 2016, served as Chairman of the Board and Executive Chairman.
  • Messrs. Schlosstein and Weinberg will continue to lead the firm with Roger Altman, Founder and Senior Chairman.
  • Roger Altman said, Ralph and John have been extraordinary in their respective roles and have formed a genuine partnership.

Evercore Wealth Management Promotes Jonathan Bergner, Nancy Gabel to Partner

Retrieved on: 
Monday, March 2, 2020
Banking, Accounting, Professional services, Finance, Finance, Evercore Wealth Management, Money, Financial services, Evercore, Investment management, Wealth management, Jeff Maurer

Evercore Wealth Management today announced the promotions of Portfolio Manager Jonathan Bergner and Financial Advisor Nancy Gabel to Partner.

Key Points: 
  • Evercore Wealth Management today announced the promotions of Portfolio Manager Jonathan Bergner and Financial Advisor Nancy Gabel to Partner.
  • Jonathan and Nancy are experienced wealth management professionals who contribute significantly to the growth of our firm, said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A.
  • Ms. Gabel is a Financial Advisor at Evercore Wealth Management and Evercore Trust Company.
  • Evercore Wealth Management, LLC, a subsidiary of Evercore, serves high net worth families, endowments and foundations, delivering customized investment management, financial planning, and trust and custody services.

Evercore Wealth Management Appoints Michael Beck Managing Director, Portfolio Manager

Retrieved on: 
Wednesday, January 15, 2020
Banking, Professional services, Finance, Evercore Wealth Management, Evercore, Jeff Maurer

Evercore Wealth Management today announced the appointment of Michael Beck as a Managing Director and Portfolio Manager.

Key Points: 
  • Evercore Wealth Management today announced the appointment of Michael Beck as a Managing Director and Portfolio Manager.
  • Mr. Beck is based in New York and reports to Jay Springer, a Partner and Portfolio Manager at Evercore Wealth Management.
  • Evercore Wealth Management, LLC, a subsidiary of Evercore, serves high net worth families, endowments and foundations, delivering customized investment management, financial planning, and trust and custody services.
  • Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through Evercore Trust Company, N.A.

Chris Zander Named CEO of Evercore Wealth Management; Jeff Maurer Named Chairman

Retrieved on: 
Wednesday, December 4, 2019
Banking, Professional services, Finance, Finance, Evercore Wealth Management, Jeff Maurer, Investment, Money, Evercore, Roger Altman, Altman, EVR

Evercore (NYSE: EVR) today announced that Chris Zander will succeed Jeff Maurer as CEO of Evercore Wealth Management LLC and a related firm, Evercore Trust Company N.A., effective January 2, 2020.

Key Points: 
  • Evercore (NYSE: EVR) today announced that Chris Zander will succeed Jeff Maurer as CEO of Evercore Wealth Management LLC and a related firm, Evercore Trust Company N.A., effective January 2, 2020.
  • Mr. Maurer, who has led Evercore Wealth Management since its inception in 2008, will remain as Chairman of Evercore Wealth Management and Evercore Trust Company.
  • Roger Altman, Evercore Founder and Senior Chairman, said, Jeff Maurer and Evercore established Evercore Wealth Management in 2008, in the depths of the Great Recession.
  • He was named President of Evercore Trust Company in 2017 and President of Evercore Wealth Management in 2019.

Evercore Wealth Management Appoints Steven Chung Managing Director, Portfolio Manager

Retrieved on: 
Tuesday, October 29, 2019
Consulting, Banking, Professional services, Finance, Finance, Money, Evercore Wealth Management, Economy, Evercore, Wealth management, Jeff Maurer

Evercore Wealth Management today announced the appointment of Steven Chung as a Managing Director and Portfolio Manager.

Key Points: 
  • Evercore Wealth Management today announced the appointment of Steven Chung as a Managing Director and Portfolio Manager.
  • Mr. Chung joins Evercore Wealth Management from State Street Global Advisors, where he served as the lead portfolio manager for all tax-exempt municipal bond strategies and co-portfolio manager for all taxable municipal bond strategies.
  • We are pleased to welcome Steve to our growing firm, said Chris Zander, President of Evercore Wealth Management and Evercore Trust Company, N.A.
  • Mr. Chung is based in New York and reports to Brian Pollak, a Partner and Portfolio Manager at Evercore Wealth Management.

Evercore Wealth Management Promotes Stephanie Hackett, Helena Jonassen and Kate Mulvany to Partner

Retrieved on: 
Wednesday, June 12, 2019
Finance, Money, Economy, Evercore Wealth Management, Investment banks, Evercore, Jeff Maurer, Wealth management, Mulvaney

Evercore Wealth Management today announced the promotions of Stephanie Hackett, Helena Jonassen and Kate Mulvany to Partner.

Key Points: 
  • Evercore Wealth Management today announced the promotions of Stephanie Hackett, Helena Jonassen and Kate Mulvany to Partner.
  • "These promotions reflect years of outstanding contributions to our Firm," said Jeff Maurer, CEO of Evercore Wealth Management and Evercore Trust Company.
  • "Stephanie, Helena and Kate are experienced professionals who have demonstrated a strong commitment to our clients and our Evercore culture."
  • "They are also exceptional team players focused on delivering integrated investment management, wealth planning and fiduciary expertise in the best interest of each client," added Chris Zander, President of Evercore Wealth Management and Evercore Trust Company.