About Evercore Wealth Management, LLC
The New Standard in Wealth Management.
Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling approximately $10.5 billion as of December 31, 2022. 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. More information about Evercore Wealth Management can be found at https://www.evercorewealthandtrust.com/.
|
|
|
51-200 employees
View all Evercore Wealth Management, LLC employees
|
|
Financial Services
|
|
$10M–$50M
|
|
(212) 857-3100
|
|
55 East 52nd Street, New York, New York 10055, US
|
|
2008
|
|
Wealth Management, Impact Investing, Transaction Planning, Portfolio Management, Estate Planning, Investment Management, Philanthropy, Independent Fiduciary, Women And Investing
|
Evercore Wealth Management, LLC Alternatives
Frequently Asked Questions about Evercore Wealth Management, LLC
Christopher Zander is the CEO of Evercore Wealth Management, LLC. To contact Christopher Zander email at [email protected].
The decision makers in Evercore Wealth Management, LLC are Ashley Ferriello, Daniel Stolfa, Erica Horton Sloan, etc. Click to Find Evercore Wealth Management, LLC decision makers emails.
Evercore Wealth Management, LLC headquarters is located at 55 East 52nd Street, New York, New York 10055, US.
Evercore Wealth Management, LLC generates an estimated $10M–$50M annually, based on industry analysis and publicly available market data.
You can contact Evercore Wealth Management, LLC by calling (212) 857-3100.
Evercore Wealth Management, LLC Staff Directory
Search Evercore Wealth Management, LLC Staff Directory
Find accurate personal emails, work emails and phone numbers for employees
Supercharge your
Prospecting &
Outreach with
ContactOut
Supercharge your Prospecting &
Outreach with ContactOut
Find countless prospects outside of LinkedIn fast
Accelerate prospecting with instant access to 350M professionals from 40M companies with the right contact details.
