These included investments, estate planning, tax planning, philanthropic advisory, inter-generational planning, closely held business advisory, and family office services. Following Bank of America’s acquisition of U.S. Trust, Jim was a managing director and fixed income specialist with Columbia Management where he was part of a team with investment management responsibility for $6 billion. Michael earned a B.S. Sticking with the Plan: Wealth Strategies Ahead of Tax Increases, Independent Thinking In 2010 the firm advised Genyzme in the largest healthcare deal of the year. She also holds a CFP® certification, the Certified Trust and Fiduciary Advisor designation, and is a member of the Financial Planning Association. He was previously a managing director at U.S. Trust, which he joined in 1983. 35 Cedar Street; New York, NY; Fisk & Hatch. Salaries posted anonymously by Evercore Partners employees. in Economics & Business and International Affairs from Lafayette College. She joined Evercore in 2013 from GenSpring Family Offices, where she led the company’s focus on women and wealth. 261 salaries for 53 jobs at Evercore Partners in New York City, NY Area. Salaries posted anonymously by Evercore Partners employees in New York City, NY Area. He joined Evercore in 2018 from Bessemer Trust, where he led a team responsible for delivering the firm’s wealth management services to ultra-high-net-worth clients. Prior to joining Evercore Wealth Management, she worked in equity research at FBR Capital Markets. 235 salaries for 49 jobs at Evercore Partners in New York City. Karen received her B.S. Jeff was earlier Chairman and CEO of U.S. Trust, where he started his career in 1970 and served as President and Chief Operating Officer before he was appointed CEO in 2001 and Chairman of the Board in March 2002. She is a member of Evercore Trust Company’s Fiduciary Oversight Group. Jeff is the Chairman of Evercore Wealth Management and Evercore Trust Company, N.A. Complete the following details to download the Evercore Wealth Management brochure. A Time to Diversify: Reassessing the 60/40 Portfolio, Independent Thinking He had 15 years of municipal bond experience prior to joining Evercore. in Management from Manhattanville College. Ashley is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., serving high-net-worth individuals and families from the Evercore Wealth Management office in New York. Evercore uses cookies to give you the best experience on our website. Rob Manning is Head of Trading. He served as a member of the board of trustees of Wesleyan University where he was elected an Emeritus Trustee. Jeff holds a B.A. 0. Helena has over 30 years of experience in serving high-net-worth families. Paulo received a B.A. 254 salaries for 53 jobs at Evercore Partners in New York City, NY, US Area. Liberty Broadband, on its pending ~ $7.5 billion merger with He was responsible for managing $2 billion of client assets, representing many of U.S. Trust’s most significant clients. Tim joined Evercore in 2009. Prior to joining U.S. Trust in 1997, she worked as a financial planner and portfolio manager for Train, Smith Counsel in New York, a wealth management firm serving high-net-worth individuals and families. Evercore Partners generated record revenues in 2018, a year in which independent advisory firms took their biggest-ever share of global mergers and acquisitions. Jim was earlier the head of the Fixed Income Management Department at Glickenhaus & Co., a managing director and municipal bond trader at Lebenthal & Co., and an assistant vice president and municipal bond trader at Oppenheimer & Co., where he focused primarily on securities from the states of New York, New Jersey, and Connecticut. Evercore seeks to hire an Analyst for its Private Capital Advisory business located in New York City! Evercore serves a diverse set of clients around the world from its offices in New York, Boston, Chicago, Houston, Los Angeles, Minneapolis, San Francisco, Washington D.C., London, Aberdeen, Scotland, Mexico City and Monterrey, Mexico, Hong Kong and Rio de Janeiro and São Paulo, Brazil. Prior to joining Evercore Wealth Management in 2016, Jill served as President of the Board for 10 years at ASAP!, a Connecticut-based arts foundation, leading strategic planning, finance, budgeting and major donor development efforts. Jim received his B.A. John received his B.A. New York, NY; Fisk & Robinson. Paulo was previously a senior investment analyst at Ipreo and, earlier, a senior analyst at Thomson Reuters. Trust and custody services are provided by Evercore Trust Company, N.A. Jill is a Managing Director and Financial Advisor at Evercore Wealth Management, focused on business development and client relationship management. Stock analysis for Evercore Inc (EVR:New York) including stock price, stock chart, company news, key statistics, fundamentals and company profile. Nancy is the co-chair of the Wilson Society Advisory Council at the Hospital for Special Surgery. She works closely with the firm’s planning and investment professionals, focusing on family governance, and chairs the firm’s private wealth education initiative. She joined Evercore in 2014 from U.S. Trust, where she worked for 18 years as a trust and fiduciary officer and as a lead relationship advisor to families with complex wealth management needs. United States ... Evercore uses cookies to give you the best experience on our website. Evercore Reviews. The company's filing status is listed as Active and its File Number is 1979065. Evercore Wealth Management 55 East 52nd Street New York, NY 10055 212.822.7620 He has over 30 years of experience in analyzing municipal securities. Jeff is the author of the book, Rich in America: Secrets to Creating and Preserving Wealth. He previously worked for BNY Asset Management, the institutional investment arm of The Bank of New York, where he was head of the equity division and co-manager of the bank’s largest mutual fund at the time, The Hamilton Equity Income Fund. Prior to joining Evercore in 2008, Nancy ran the estate planning department at U.S. Trust and headed the firm’s intergenerational wealth planning group. Evercore seeks to hire investment banking Summer Associates for: New York Investment Banking, Houston Energy, Menlo Park Technology & Chicago Industrials. Gary is a Senior Advisor to Evercore Wealth Management and is a Partner and member of the Investment Policy Committee. 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