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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

Author Brooke Southall September 7, 2011 at 3:33 AM
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Martha Pomerantz has helped raise billions of AUM from places like small-town South Dakota.


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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


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