Evercore Wealth Management, LLC
Industry: Financial services company
DescriptionEvercore Wealth Management, LLC is the wealth management division of Evercore, a global independent investment advisory based in New York City. Parent organization: Evercore Founder: Jeff Maurer Founded: 2008 Number of employees: 76 Headquarters: New York City, NY, San Francisco, CA, Los Angeles, CA, Tampa, FL, Minnesota Subsidiaries: Mt. Eden Investment Advisors, LLC, Morse, Williams & Company, Inc.
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Evercore Wealth Management, LLC Employees
Evercore Wealth Management, LLC September 2011 - Present
Lowry Hill 1995 - September 2011
Norwest Bank-Trust Tax 1992 - 1995
Education
University of South Florida 1987 — 1991
B.S, Accounting
Evercore Wealth Management, LLC May 2015 - Present
Mechanics Bank 2005 - December 2013
Mechanics Bank December 2012 - October 2013
U.S. Trust Company, N.A. 1997 - 2005
Wells Fargo Bank, N.A. March 1985 - December 1997
Skills
Bank Management, Risk Management, Wealth Management, Private Banking, Investment Management, Community Banking, Strategic Financial..., Mergers & Acquisitions, Strategic Planning, Banking, Commercial Lending, Commercial Banking, Investments, Leadership, Loans, Portfolio Management, Financial Services, Credit, Credit Analysis, Asset Management, Wealth, Business Planning, Small Business Lending, Specialties:..., Financial Planning
Education
University of California, Berkeley
A.B.
Evercore Wealth Management, LLC December 2008 - Present
U.S. Trust March 2006 - December 2008
U.S. Trust March 1993 - March 2006
Education
Columbia University
Bachelor of Arts (B.A.)
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
Evercore Wealth Management, LLC October 2014 - Present
Manhattan, NY July 2011 - Present
Centerlight Health System February 2014 - April 2014
Centerlight Health System June 2013 - October 2013
Morrisville State College August 2012 - May 2013
Fairleigh Dickinson University October 2009 - July 2010
The Joseph A. Forgione Development School for Youth October 2007 - January 2009
Lehman College October 2007 - January 2009
Merrill Lynch June 2008 - August 2008
Beth Abraham Health Services June 2006 - August 2006
Skills
Management, Microsoft Excel, Staff Development, Program Management, Healthcare, Spreadsheets, Higher Education, Student Development, Student Affairs, PowerPoint, Research, Residence Life, Leadership, Public Speaking, Event Planning, Fundraising
Education
Morrisville State College 2010 — 2013
Bachelor of Technology (B.Tech.), Technology Management
State University of New York College of Agriculture and Technology at Morrisville 2010 — 2013
(Associates in Science), Business Administration and Management, General
Freelance Design 2008 - Present
Operation HOPE January 2009 - August 2014
Operation HOPE April 2008 - August 2009
Operation HOPE January 2005 - April 2008
Operation HOPE January 2003 - January 2005
Operation HOPE October 2001 - January 2002
Evercore Wealth Management, LLC March 2001 - October 2001
Operation HOPE May 1998 - March 2001
Operation HOPE November 1997 - December 1998
Operation HOPE December 1996 - May 1998
Skills
InDesign, Illustrator, Photoshop, After Effects, Dreamweaver, Microsoft Office, Drupal, Constant Contact, WordPress, MailChimp, Basecamp, HTML, CSS, CMS, Marketing Communications, Social Media, Press Releases, Publications, Blogging, Editing, Corporate Communications, Internal Communications, Nonprofits
Education
Art Center College of Design 2014 — 2015
Graphic Design, 3.8 GPA
Evercore Wealth Management, LLC April 2014 - Present
SunTrust Bank November 1995 - March 2014
Skills
Wealth Management, Investment Management, Financial Services, Strategic Financial..., Investments, Wealth, Risk Management, High Net Worth..., Portfolio Management, Asset Allocation, Wealth Management..., Fixed Income, Alternative Investments, Private Banking, Asset Management, Financial Planning
Education
University of South Florida
Bachelor of Science (B.S.), Finance, General
Evercore Wealth Management, LLC March 2012 - Present
Education
Lafayette College 1999 — 2003
BA/BA, Economics & Business/International Affairs
Evercore Wealth Management, LLC October 2014 - Present
Merrill Lynch May 2013 - September 2013
Skills
Fundamental Analysis, Econometrics, Eviews, Statistics, Strategic Communications, Investments, Bond Markets, Municipal Bonds, Credit Analysis, Money Market, Money Management, Munis
Education
Ithaca College 2010 — 2014
Bachelor's Degree, Economics
EMM January 2015 - Present
Wealth & Giving Forum May 2011 - Present
Evercore Wealth Management, LLC April 2011 - December 2014
Federal Street Advisors May 2009 - April 2011
LongVue Advisors, LLC July 2002 - 2009
Fleet Bank March 1996 - May 2002
J.P. Morgan 1988 - 1996
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1985 - 1988
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Mergers, Mergers & Acquisitions, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Derivatives, Strategic Financial..., Financial Services, Private Banking, Succession Planning, Investment Management
Education
University of Chicago Law School 1981 — 1984
JD, law
Middlebury College 1977 — 1981
Evercore Wealth Management, LLC September 2011 - Present
Lowry Hill December 1995 - September 2011
Wertheim Schroder 1986 - 1990
Centel Corporation 1981 - 1984
Skills
Investments, Asset Management, Portfolio Management, Investment Strategies, Wealth Management, Investment Management, Securities, Business Development, Alternative Investments, Mergers & Acquisitions, Strategic Financial..., Asset Allocation
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Northwestern University
BA, English
Miss Porter's School Farmington, CT
Evercore Wealth Management, LLC December 2014 - Present
Cabrera Capital Markets, LLC October 2014 - December 2014
NBC Sports June 2013 - September 2013
NBC Olympics July 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Public Speaking, Social Networking, PowerPoint, Social Media
Education
University of Denver 2010 — 2014
Bachelor of Science (BS), Communication, General
Deerfield Academy 2006 — 2010
Evercore Wealth Management, LLC August 2009 - Present
J.P. Morgan March 2007 - August 2009
J.P. Morgan September 2004 - March 2007
Skills
Asset Allocation, Investment Management, Wealth, Strategic Financial..., Wealth Management, Wealth Management..., High Net Worth...
Education
University of Michigan 2000 — 2004
Bachelor's degree, Economics and Psychology
Hong Kong International School
Envirosell November 2014 - Present
Daruma Capital Management, LLC April 2012 - September 2013
Evercore Wealth Management, LLC January 2011 - March 2012
Miller Buckfire May 2006 - December 2010
Citi December 2003 - May 2006
Education
New York University
B.S., Digital Communication and Media
Pratt Institute
M.S., Communications Design
Evercore Wealth Management, LLC August 2013 - Present
GenSpring Family Offices April 2009 - August 2013
The Rothschild Group 1994 - 2009
Skills
Wealth Management, Investment Management, Strategic Financial..., Wealth, Financial Services, Asset Allocation, Finance, Hedge Funds, Financial Planning, High Net Worth..., Asset Management, Alternative Investments, Investments
Education
Duke University - The Fuqua School of Business
Duke Leadership Program
Sarah Lawrence College
Bachelor's Degree yes
Evercore Wealth Management, LLC February 2009 - Present
AIG Global Investment Group June 2003 - February 2009
Skills
Fixed Income Portfolio..., Credit Analysis, Investment Management, Asset Allocation, Alternative Investments, Hedge Funds
Education
Columbia Business School 2001 — 2003
MBA, Finance, General
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), History
Evercore Wealth Management, LLC March 2015 - Present
Barclays February 2014 - June 2014
Barclays August 2010 - January 2014
Barclays Capital July 2007 - July 2010
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Capital Markets, Bloomberg, Private Equity, Equities, Venture Capital, Due Diligence, Investments, Hedge Funds
Education
Princeton University 2003 — 2007
Bachelor of Arts, Economics
Evercore Wealth Management, LLC February 2014 - Present
Evercore Wealth Management December 2008 - Present
Us Trust, Bank of America Private Wealth January 1994 - December 2008
Skills
Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1985 — 1987
Evercore Wealth Management, LLC July 2015 - Present
SunTrust Bank February 1988 - July 2015
Paine Webber Jackson and Curtis October 1980 - February 1988
Skills
Portfolio Management, Series 7, Asset Management, Investment Management, Investments, Fixed Income, Equities, Strategic Financial..., Alternative Investments, Wealth Management..., Wealth Management, Investment Strategies, Investment Advisory, High Net Worth..., Mutual Funds, Securities, Asset Allocation, Financial Planning
Education
Florida State University 1977 — 1979
Bachelor of Science (B.S.)
Florida Southern College 1974 — 1976
Evercore Wealth Management, LLC November 2008 - Present
US Trust August 1983 - May 2008
Education
Fordham University 1980 — 1983
BA, Economics
Evercore Wealth Management, LLC May 2012 - Present
Skills
Financial Modeling, Investment Management, Wealth Management, Financial Services, Strategic Financial...
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts, Psychology
Evercore Wealth Management, LLC June 2009 - Present
US Trust November 2006 - June 2009
Skills
Alternative Investments, Wealth Management, Investment Management, Hedge Funds, Asset Allocation
Education
Georgetown University - The McDonough School of Business 1997 — 2000
MBA, Finance
University of California, Berkeley 1986 — 1990
BA, Economics
Santa Catalina School 1983 — 1986
Evercore Wealth Management LLC January 2009 - Present
Financial Guaranty Insurance Co. April 1997 - December 2008
Prager, Sealy & Co., LLC October 1994 - April 1997
Moody's Investors Service June 1986 - September 1994
New York State Senate July 1985 - June 1986
Skills
Capital Markets, Fixed Income, Structured Finance, Portfolio Management, Credit Analysis, Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, High Yield, Investments, Derivatives, Financial Structuring, Securities, Asset Managment, Securitization, Valuation, Credit, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1982 — 1985
MBA, Finance
The University of Texas at Austin - The LBJ School of Public Affairs 1982 — 1985
MA, Public Affairs
University at Albany, SUNY 1978 — 1982
BA, cum laude, Economics
Stuyvesant High School 1975 — 1978
Evercore Wealth Management, LLC November 2008 - Present
U S Trust Company June 1983 - December 2008
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finance
Boston University 1978 — 1981
BS, Finance
Tenafly HIgh School 1973 — 1977
Evercore Wealth Management, LLC October 2013 - Present
U.S. Trust July 2005 - April 2013
Wachovia, A Wells Fargo Comp June 1999 - June 2005
Skills
Ultra High Net Worth, Institutional Sales, Estate Planning, Asset Managment, Alternative Investments, Asset Protection, Multi-generational..., Loans, Asset Management, Retirement Planning, Trusts, Private Banking, Institutional..., Financial Services, Fixed Income, Strategic Financial..., Financial Planning, Investment Management, Wealth Management, Investments
Education
Jacksonville University
BS, Education
Evercore Wealth Management, LLC April 2012 - Present
US Trust May 2000 - April 2012
Skills
Wealth Management, Portfolio Management, Investment Management, Alternative Investments, Asset Management, Asset Allocation, Investments, High Net Worth..., Equities, Financial Services, Hedge Funds, Management, Strategic Financial..., Fixed Income
Education
Hobart College 1981 — 1985
BA, Asian Studies
Evercore Wealth Management, LLC July 2009 - Present
U.S. TrustCo. July 1997 - July 2009
Harris Trust Co. September 1985 - June 1997
Skills
Portfolio Management, Management, Hedge Funds, Alternative Investments, Equities, Investment Management, Private Equity, Asset Allocation, Equity Research, Asset Management, Fixed Income, Investments, Capital Markets, Bloomberg, Investment Banking, Strategic Financial...
Education
Princeton University 1968 — 1972
Bachelor of Arts (BA), English Language and Literature, General, Magna Cum Laude
Evercore Wealth Management, LLC November 2008 - Present
Education
State University of New York College at Oneonta
Evercore Wealth Management, LLC January 2014 - Present
Glenmede Trust Company November 2010 - December 2013
PIERMONT WEALTH MANAGEMENT September 2008 - November 2010
The Princeton Review September 2007 - September 2008
Skills
Microsoft Word, Microsoft Excel, Global Plus, Onyx CRM, Junxure, Morningstar, Portfolio Center, Constant Contact, InvestEdge, Mac, Personal Trust..., Client Services, Relationship Management, Family Office, Wealth Management, Fiduciary Services
Education
Cannon Financial Institute 2012 — 2015
Personal Trust Administration
Long Island University, C.W. Post Campus 2003 — 2007
Bachelor of Arts, English Language and Literature, 3.9 GPA
Evercore Wealth Management, LLC April 2015 - Present
First Republic Bank March 2013 - April 2015
Manhattanville College June 2010 - March 2013
Education
Manhattanville College School of Business 2012 — 2014
MS Organizational Management and Human Resources
The Catholic University of America 2005 — 2009
Psychology