Articles tagged "Jeff Maurer"


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Helena Jonassen bids farewell to US Trust after 18 years to rejoin breakaway colleagues at Evercore

The senior trust and fiduciary officer at the BoA subsidary is starting a new life at Evercore

July 8, 2014 — 6:27 PM UTC

How Jeff Maurer is now ploughing into Florida using his old Evercore tricks but with new GenSpring wrinkles

The U.S. Trust-alumni RIA shows no sign of let-up at $5 billion of AUM

April 29, 2014 — 6:28 AM UTC

A $4.7-billion RIA-under-investment-bank in NYC softens its macho edge by headhunting a top woman from GenSpring

Evercore will make Jewelle Bickford a partner and the gem of its outreach to the other gender

August 21, 2013 — 5:40 AM UTC

Former U.S. Trust CEO leads his RIA to the $4.5 billion mark -- and gains a Left Coast presence -- acquiring $645 million Mt. Eden

Evercore Wealth Management is buying a firm that was on the prowl to gain scale through a purchase, then went the other way

November 9, 2012 — 3:17 AM UTC

Evercore makes a wealth management hire from Goldman Sachs who's fluent in investment banking

The big $3.6-billion NYC RIA is looking to get cooler, smarter and more in touch with the entity that owns a major chunk of it

August 23, 2012 — 3:20 AM UTC

After a quick climb to $3.5 billion of AUM, Evercore solidifies service by drawing water -- again -- from US Trust talent well

Jonathan Bergner brings his skills from U.S. Trust, but assets may follow, too

May 1, 2012 — 2:18 PM UTC

In its latest talent grab, Evercore Wealth Management hires a 'young, up-and-coming player'

The $3.2 billion RIA is mostly made up of seasoned of ex-U.S. Trust stalwarts but its poach of Paulo Coelho from Convergent shows its mindfulness of the coming generation

April 9, 2012 — 2:20 PM UTC

Evercore feasts on veterans of an elite Wells Fargo wealth management unit

Weaned on U.S.Trust talent, the New York-based RIA now has a Midwestern foothold and a formula for big-time poaching

September 7, 2011 — 3:33 AM UTC
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