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Evercore Wealth Management

1 follower

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

Industries

Investment Management

Headquarters

San Francisco, United States

Employees

51-200

Links

Org chart

Jeff Maurer
Chief Executive Officer

Jeff Maurer

Collapse
Chris Zander
President & CEO
Abhisheka Dalal
Vice President
AC
Alan C.
Vice President of Financial Operations
Alex Pavelock
Vice President, Wealth & Fiduciary Advisor
Andrew Huang, CFA
Director, Portfolio Manager
EC
Edith Tse, CFP®
Vice President, Wealth Advisor
JC
Joseph McManus, CFA
Vice President, Portfolio Manager
Keith McWilliams
Partner, Head of West Coast Region
Kylie Noll
Vice President
Mary Kate H
Senior Vice President
Maxwell Grimard, CFA
Director
MC
Michael Chung
Director
Russell Gewehr
Director
Todd McPherson
Vice President, Wealth & Fiduciary Advisor

Teams

JS
JC
+1

Portfolio Management Team

4 members

+1

Vice Presidents Team

4 members

EC

Wealth and Fiduciary Advisors

3 members

Leadership Team

2 members

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