Evercore Wealth Management, LLC is the wealth management division of Evercore, a global independent investment advisory based in New York City.

Investment Management

Evercore Wealth Management

The New York office specializes in wealth management, financial operations, and comprehensive advisory services.

New York

Evercore Wealth Management's headquarters in San Francisco, CA, United States

The Minneapolis office specializes in wealth management and fiduciary services, supporting clients with financial planning.

Minneapolis

Jeff Maurer

Tracy Schneider

Ruth Calaman

Belinda Micu

Sean Brady

Nancy Shavel Gabel

Neza Gallitano

Mary Kate H

Sebastian Granzo

This department focuses on providing financial advisory and fiduciary services to clients, helping them manage and grow their wealth.

Wealth Management

This department focuses on developing and maintaining strategic relationships with partners to drive business growth.

Partnership Management

This department focuses on analyzing investment opportunities and managing client portfolios to optimize financial returns.

This department oversees and manages investment portfolios to optimize returns and ensure alignment with strategic goals.

Portfolio Management

The Wealth and Fiduciary Advisors team at Evercore Wealth Management provides personalized wealth planning, fiduciary services, and investment advice to high-net-worth individuals and families. They ensure clients' financial goals are met through tailored strategies, estate planning, and trust management.

Wealth and Fiduciary Advisors

The Vice Presidents Team at Evercore Wealth Management oversees and coordinates core financial operations, strategic planning, and client relationship management. Their responsibilities include developing investment strategies, managing client portfolios, financial analysis, and ensuring alignment with overarching company goals. This team plays a crucial role in delivering tailored wealth management solutions to high-net-worth clients.

Evercore Wealth Management

Org chart

Teams

Wealth Management

Partnership Management

Investment Management

Portfolio Management

Wealth and Fiduciary Advisors

Vice Presidents Team

Offices

Evercore Wealth Management

Org chart

Teams

Wealth Management

Partnership Management

Investment Management

Portfolio Management

Wealth and Fiduciary Advisors

Vice Presidents Team

Offices

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