Evercore Wealth Management, LLC

Industry: Financial services company

Description

Evercore 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

Employee
Years
Job
Industry
Pamela Lundell Pamela Lundell Greater Minneapolis-St. Paul Area Details
Pamela Lundell's Evercore Wealth Management, LLC Experience September 2011 - Present
Job Partner at Evercore Wealth Management
Industry Financial Services
Experience
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

Kirsten Weisser Kirsten Weisser San Francisco Bay Area Details
Kirsten Weisser's Evercore Wealth Management, LLC Experience May 2015 - Present
Job Managing Director at Evercore Wealth Management
Industry Investment Management
Experience
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.

Christopher Zander Christopher Zander New York, New York Details
Christopher Zander's Evercore Wealth Management, LLC Experience December 2008 - Present
Job Partner, Chief Wealth Advisory Officer at Evercore Wealth Management
Industry Financial Services
Experience
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.)

Avriel Kelly Avriel Kelly Bronx, New York Details
Avriel Kelly's Evercore Wealth Management, LLC Experience October 2014 - Present
Job Administrative Assistant at Evercore Wealth Management, LLC
Industry Higher Education
Experience
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

Ilya Monroe Ilya Monroe Greater Los Angeles Area Details
Ilya Monroe's Evercore Wealth Management, LLC Experience March 2001 - October 2001
Job Graphic Designer
Industry Nonprofit Organization Management
Experience
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

Arthur Noderer, CFA Arthur Noderer, CFA Tampa, Florida Details
Arthur Noderer, CFA's Evercore Wealth Management, LLC Experience April 2014 - Present
Job Partner at Evercore Wealth Management, LLC
Industry Investment Management
Experience
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

Paulo Coelho Paulo Coelho Greater New York City Area Details
Paulo Coelho's Evercore Wealth Management, LLC Experience March 2012 - Present
Job Vice President at Evercore Wealth Management
Industry Financial Services
Experience
Evercore Wealth Management, LLC   March 2012 - Present

Education
Lafayette College   1999 — 2003
BA/BA, Economics & Business/International Affairs

Russell Gewehr Russell Gewehr Greater New York City Area Details
Russell Gewehr's Evercore Wealth Management, LLC Experience October 2014 - Present
Job Evercore Wealth Management, LLC
Industry Investment Management
Experience
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

Randy (Hustvedt) Kaufman Randy (Hustvedt) Kaufman New York, New York Details
Randy (Hustvedt) Kaufman's Evercore Wealth Management, LLC Experience April 2011 - December 2014
Job Senior Vice President at EMM
Industry Financial Services
Experience
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

Martha Pomerantz Martha Pomerantz Greater Minneapolis-St. Paul Area Details
Martha Pomerantz's Evercore Wealth Management, LLC Experience September 2011 - Present
Job Partner, Investment Portfolio Manager | Advising High Net Worth Families on Portfolio Strategy
Industry Investment Management
Experience
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

John Zurlo John Zurlo Bernardsville, New Jersey Details
John Zurlo's Evercore Wealth Management, LLC Experience December 2014 - Present
Job Equity Investment Assistant at Evercore Wealth Management, LLC
Industry Investment Management
Experience
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

Jennifer Chen Tse Jennifer Chen Tse Greater New York City Area Details
Jennifer Chen Tse's Evercore Wealth Management, LLC Experience August 2009 - Present
Job Wealth Advisor, VP at Evercore Wealth Management
Industry Financial Services
Experience
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

Miranda Nash Miranda Nash New York, New York Details
Miranda Nash's Evercore Wealth Management, LLC Experience January 2011 - March 2012
Job Graphic Designer
Industry Design
Experience
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

Jewelle Bickford Jewelle Bickford Greater New York City Area Details
Jewelle Bickford's Evercore Wealth Management, LLC Experience August 2013 - Present
Job Partner, Wealth Advisor, Evercore Wealth Management | Guiding Women to Understand Their Financial Investments
Industry Investment Management
Experience
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

Brian Pollak Brian Pollak Greater New York City Area Details
Brian Pollak's Evercore Wealth Management, LLC Experience February 2009 - Present
Job Portfolio Manager, Partner at Evercore Wealth Management
Industry Investment Management
Experience
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

John Sawin John Sawin San Francisco Bay Area Details
John Sawin's Evercore Wealth Management, LLC Experience March 2015 - Present
Job Vice President at Evercore Wealth Management
Industry Financial Services
Experience
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

Dianna Caban Dianna Caban Greater New York City Area Details
Dianna Caban's Evercore Wealth Management, LLC Experience February 2014 - Present
Job Director at Evercore Wealth Management, LLC
Industry Banking
Experience
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

Mark McClintock, CFA Mark McClintock, CFA Tampa/St. Petersburg, Florida Area Details
Mark McClintock, CFA's Evercore Wealth Management, LLC Experience July 2015 - Present
Job Managing Director and Portfolio Manager at Evercore Wealth Management, LLC
Industry Investment Management
Experience
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

John Rendinaro John Rendinaro Greater New York City Area Details
John Rendinaro's Evercore Wealth Management, LLC Experience November 2008 - Present
Job Partner at Evercore Wealth Management
Industry Investment Management
Experience
Evercore Wealth Management, LLC   November 2008 - Present
US Trust  August 1983 - May 2008

Education
Fordham University   1980 — 1983
BA, Economics

Abbay Curtis Abbay Curtis New York, New York Details
Abbay Curtis's Evercore Wealth Management, LLC Experience May 2012 - Present
Job Associate at Evercore Partners
Industry Financial Services
Experience
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

Judy McDonald Moses Judy McDonald Moses San Francisco Bay Area Details
Judy McDonald Moses's Evercore Wealth Management, LLC Experience June 2009 - Present
Job Partner/Portfolio Manager at Evercore Wealth Management
Industry Financial Services
Experience
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

Howard Cure Howard Cure Greater New York City Area Details
Howard Cure's Evercore Wealth Management, LLC Experience January 2009 - Present
Job Director of Municipal Research at Evercore Wealth Management LLC
Industry Financial Services
Experience
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

Jay Springer Jay Springer Greater New York City Area Details
Jay Springer's Evercore Wealth Management, LLC Experience November 2008 - Present
Job Partner at Evercore Wealth Management
Industry Investment Management
Experience
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

Tom Trenchard Tom Trenchard Greater New York City Area Details
Tom Trenchard's Evercore Wealth Management, LLC Experience October 2013 - Present
Job Vice President, Evercore Wealth Management, LLC
Industry Investment Management
Experience
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

Jonathan Bergner Jonathan Bergner Greater New York City Area Details
Jonathan Bergner's Evercore Wealth Management, LLC Experience April 2012 - Present
Job Managing Director, Portfolio Manager at Evercore Wealth Management
Industry Investment Management
Experience
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

Bruce Elwell Bruce Elwell San Francisco Bay Area Details
Bruce Elwell's Evercore Wealth Management, LLC Experience July 2009 - Present
Job Partner, Portfolio Manager at Evercore Wealth Management, LLC
Industry Investment Management
Experience
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

Sandy Panetta Sandy Panetta Greater New York City Area Details
Sandy Panetta's Evercore Wealth Management, LLC Experience November 2008 - Present
Job Partner, Portfolio Manager at Evercore Wealth Mangement
Industry Investment Management
Experience
Evercore Wealth Management, LLC   November 2008 - Present

Education
State University of New York College at Oneonta

Lois (Brown) Miller Lois (Brown) Miller Greater New York City Area Details
Lois (Brown) Miller's Evercore Wealth Management, LLC Experience January 2014 - Present
Job Associate at Evercore Wealth Management
Industry Financial Services
Experience
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

Annie Read Annie Read New York, New York Details
Annie Read's Evercore Wealth Management, LLC Experience April 2015 - Present
Job Wealth Advisor Associate at Evercore Wealth Management, LLC
Industry Investment Management
Experience
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

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