Evercore Wealth Management manages $9.2 billion and provides investment advisory services for 629 clients (1:210 advisor/client ratio). Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through Evercore Trust Company, N.A., a national trust bank, and Evercore Trust Company of Delaware. Objective: Growth of Capital Strategy: The fund invests in companies that we believe are experiencing positive and sustainable fundamental changes, based on the analysis of each company’s prospects, returns, past and expected future performance, and the quality of its corporate management and capital allocation. Contact Evercore Wealth Management, LLC or view Evercore Wealth Management, LLC's ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history , and ask one of our 6 advisors a question. Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisors Act of 1940. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. Evercore Wealth Management is based out of New York. Evercore | 60,747 followers on LinkedIn. Evercore Wealth Management, LLC, a subsidiary of Evercore, serves high net worth families, endowments and foundations, delivering customized investment management… "Evercore Wealth Management has enjoyed considerable success under Jeff Maurer's leadership in the 10 years since its inception," said Ralph Schlosstein, Chief Executive Officer of Evercore. Occidental Petroleum, on its ~$90 billion acquisition of Celgene, Evercore Announces Strategic Alliance with Seneca Evercore in Brazil, Business Insider profiles Evercore, highlighting our success, culture, and growth, Business Insider asks us, “what is the best career advice you’ve received?”, Evercore receives five awards from The Deal, Evercore Awarded Best M&A Adviser in Singapore by The Asset’s Triple A Country Awards 2019, Evercore ISI Recognized as the Top Ranked Independent Firm in U .S. May 2020, $3.5 Billion The Evercore Equity Fund may invest in foreign securities which involve political, economic and currency risks, greater volatility and differences in accounting methods. EVERCORE WEALTH MANAGEMENT, LLC: FLORIDA FOREIGN LIMITED-LIABILITY COMPANY: WRITE REVIEW: Address: 55 East 52nd Street, 23rd Floor New York, NY 10055 BBVA USA Bancshares, $414 Million Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company N.A., a national trust bank … Evercore Wealth Management, LLC is the wealth management division of Evercore, a global independent investment advisory based in New York City. Prior to joining Evercore Wealth Management in 2010 as a Managing Director, Ms. Gabel ran the estate planning department at U.S. Trust and headed the firm’s intergenerational wealth planning group. By continuing to browse, you agree to the use of Evercore's cookies. a … In 2009 Evercore advised Wyeth in the largest deal of the year. Evercore Wealth Management’s highlights. The Investor Relations website contains information about Evercore Inc.'s business for stockholders, potential investors, and financial analysts. 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