RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Evercore Wealth Management"


Headline

Publish date


Ex-JP Morgan staffer Stephanie Hackett, is now a partner in Evercore's RIA.

With 25% of shares set aside, Evercore Wealth Management makes three women 'partners' in one fell swoop at , but don't call it affirmative action, says US Trust spin-off

The $8.1-billion AUA, New York City RIA invests in Kate Mulvany and Helena Jonassen -- both US Trust vets -- and Stephanie Hackett, formerly of Brandywine

July 2, 2019 at 6:33 PM

Jordan Szekely brings investment banking acument, wealth management experience and relative youth to Evercore.

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 at 3:20 AM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo