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Jeff Maurer poached his RIA from zero to $7.5 billion in nine years but now comes M&A

The ex-US Trust CEO has seen Evercore Wealth growth rates taper since a lightning start; now the hard work is done he sees deals on the horizon

Author Brooke Southall April 10, 2018 at 5:34 PM
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Jeff Maurer: We still have our mojo going.

Related Moves

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

Stephen Winks

Stephen Winks

April 11, 2018 — 8:12 PM
Maurer has none on the conflicts to innovation and modernity of a brokerage format, as a consequence advisors will find a refreshing new attitude toward advisory services in areas that b/ds will not go. SCW

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