He is a member of the Strategic Planning Committee and the Investment Management Committee.She joined Evercore in 2013 from GenSpring Family Offices, where she led the company’s focus on women and wealth. He is a member of the editorial review board of the Journal of Financial Planning and the CFA Society of New York.John is the Chief Investment Officer of Evercore Wealth Management, responsible for the firm’s market outlook and asset allocation policy. She previously worked at Fried, Frank, Harris, Shriver & Jacobson as a trust and estates lawyer.Jennifer received a B.A. He has over 30 years of experience managing balanced investment portfolios for high-net-worth clients and foundations and endowments.She earned her B.A.
She started her career at Richards, Layton & Finger in Wilmington, Delaware.
He served with the United States Army Security Agency from 1966 through 1967.Jim is a Partner and Portfolio Manager at Evercore Wealth Management.
Stephanie holds the Chartered Financial Analyst designation.He received a Bachelor’s Degree in Economics from the State University of New York at Albany in 1982, and a joint Master’s Degree in Public Affairs from the Lyndon B. Johnson School of Public Affairs and Business from the McCombs School of Business in 1985.Previously, Steve served as a municipal research analyst at the Hartford Investment Management Company and as a public finance investment banker.
and LL.M. He retired in 2004 as the Vice Chairman and Chief Investment Officer.Jewelle is a member of the Council on Foreign Relations and the founder of Women and US Foreign Policy, the Council’s Taskforce on the role of women in economic and political development in the Middle East and Southeast Asia.
Evercore Wealth Management and Evercore Trust Company, N.A.
She is now an Emeritus Board member. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute.Brian received his B.A.
from St. John’s University School of Law.Gary is a Senior Advisor to Evercore Wealth Management and is a member of the Investment Policy Committee.Charlie earned his B.A. Learn More About Our People; Our Values; Our Team; Where We Are; Community; What We Do. We are excited about this alliance and we believe that we have found the right partner in Seneca Evercore, led by two of the most experienced Advisory bankers in Brazil. With our breadth and depth of industry coverage and capabilities, combined with Seneca Evercore’s local knowledge and relationships, we believe that together we have created a unique opportunity to best serve our respective clients.”For partnerships, content marketing or advertising inquiries, please contact Edwin through his LinkedIn Profile© Copyright 2020 citybizlist Client Focus. She is primarily responsible for research and due diligence on illiquid investments, encompassing private equity, real estate and credit.Darlene earned her B.A.
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