Chris Zander
Chief Executive Officer at Evercore Wealth Management LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Jeff Maurer | M | - |
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.
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. | 16 years |
John Apruzzese | M | - |
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.
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. | 16 years |
Brian D. Pollak | M | - |
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.
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. | 15 years |
Arthur F. Noderer | M | - |
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.
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. | 10 years |
Jay Brian Springer | M | - |
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.
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. | 16 years |
Gary Gildersleeve | M | - |
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.
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. | 16 years |
Russell Gewehr | M | - |
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. | 10 years |
Stephanie K. Hackett | F | - |
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. | 10 years |
Tim Evnin | M | - |
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.
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. | 15 years |
Thomas Olchon | M | - |
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. | 6 years |
Jim Holihan | M | - |
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.
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. | 16 years |
Andrew Huang | M | - |
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. | 9 years |
Howard Cure | M | - |
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. | 15 years |
Mike Seppelt | M | - |
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.
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. | 13 years |
Martha K. Pomerantz | F | - |
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. | 13 years |
Charlie Ryan | M | - |
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.
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. | 16 years |
Tom Mahowald | M | - |
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. | 8 years |
Daniel Stolfa | M | - |
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. | - |
Joe McManus | M | - |
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. | 1 years |
Max Grimard | M | - |
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. | 8 years |
Bill Vaughn | M | - |
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. | 15 years |
Steve Chung | M | - |
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. | 5 years |
Aldo Palles | M | - |
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. | 6 years |
Jonathan Laurence Bergner | M | - |
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. | 12 years |
Judy Moses | F | - |
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. | 15 years |
Tim Barrett | M | - |
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. | 12 years |
Michael Kirkbride | M | - |
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. | 5 years |
Neza Gallitano | F | - |
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. | 1 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Sandy Panetta | F | - |
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.
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. | 11 years |
Michael Richard Linburn | M | 91 |
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. | - |
Michael D. O'Brien | M | - |
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. | - |
Randy A. Hustvedt | F | - |
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. | - |
Jacob Stoiber | M | - |
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. | - |
Michael Beck | M | - |
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. | 2 years |
Douglas Doucette | M | - |
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. | 2 years |
Mark McClintock | M | - |
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. | - |
Ashley Greeff | F | - |
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. | - |
Sheena Brunner | F | - |
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. | - |
Nicole Troccia | F | - |
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. | - |
John P. McDermott | M | - |
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. | - |
Wendy S. Barasch | F | - |
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. | - |
Bruce Elwell | M | - |
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. | - |
Mike D. Duker | M | - |
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. | - |
Jewelle Bickford | F | 82 |
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. | 7 years |
Jian H. Wang | M | - |
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. | - |
Sean Saggi | M | - |
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. | 2 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 46 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Chris Zander
- Personal Network