Chris Zander
Chief Executive Officer at Evercore Wealth Management LLC
Chris Zander active positions
Companies | Position | Start | End |
---|---|---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Chief Executive Officer | 2019-12-31 | - |
Founder | 2008-08-31 | - | |
President | 2019-01-31 | - | |
Evercore Trust Co. NA (Invt Mgmt)
Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Chief Executive Officer | 2020-01-01 | - |
President | 2017-09-30 | - |
Career history of Chris Zander
Former positions of Chris Zander
Companies | Position | Start | End |
---|---|---|---|
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | - | - |
Training of Chris Zander
The Trustees of Columbia University in The City of New York | Undergraduate Degree |
Fordham University | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Chief Executive Officer | 2 |
President | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
Evercore Trust Co. NA (Invt Mgmt)
Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Finance |
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