Evercore

Office address: 55 East 52nd Street, New York, NY 10055
Website: evercorewealthandtrust.com
Year established: 2008
Company type: financial services
Employees: over 100; parent company has 2,400 globally
Expertise: high‑net‑worth wealth management, global investment management, strategic wealth planning, portfolio management, trust and fiduciary services, family office services, estate and legacy planning, tax‑aware investing
Parent company: Evercore Inc.
Key people: Christopher Zander (CEO); Jeff Maurer (chair); John Apruzzese, Michael Cozene, Jay Springer, and Jon Kropf (partners)
Financing status: corporate-backed

Evercore Wealth Management is a New York-based wealth manager for high-net-worth families and institutions, overseeing over $13 billion in assets as of 2024. It offers strategic wealth planning, global portfolio management, trust services, and family office support. It is a subsidiary of Evercore Inc., a global independent investment banking advisory firm.

For simplicity, this profile focuses on Evercore Wealth Management and refers to it as Evercore, while the parent company is identified as Evercore Inc.

History of Evercore

Evercore Wealth Management was established in 2008 by Chris Zander, Jeff Maurer, and their other partners, when many large banks were putting their interests before clients. The new firm was launched alongside Evercore Trust Company.

This move built on the foundation of Evercore Inc., which Roger Altman, Austin Beutner, and David Offensend had established in 1995 as an independent advisory firm. That parent business was an investment bank that helped companies raise capital and complete major deals.

Building a US wealth footprint

From its start as a registered investment advisor, Evercore Wealth Management set out to serve complex families. It opened offices in New York, Minneapolis, and San Francisco as it focused on entrepreneurs, executives, and multigenerational households.

By 2012, the firm already oversaw more than $3 billion in client assets which showed early traction and trust. Over the following years, assets continued to rise into the mid‑teens billions, helped by close collaboration with Evercore Inc.'s broader advisory platform.

Part of Evercore's investment management engine

Today, Evercore Wealth Management and Evercore Trust Company form the core of the parent company's investment management segment, alongside selected private equity interests. The pair serves high‑net‑worth individuals, families, foundations, and endowments through:

• coordinated planning
• investment
• fiduciary teams

The wealth business now oversees multi‑billion‑dollar portfolios for clients across the US. Evercore also appeared in InvestmentNews' 2024 lineup of top independent high-net-worth advisors. This shows its standing in a crowded market.

Evercore products and services

Evercore Wealth Management offers coordinated planning, investment, and fiduciary support for complex high-net-worth families and institutions:

Strategic wealth planning

• personal and family assessment
• cash flow planning
• tax planning
• estate and wealth transfer
• executive compensation planning
• pre-transaction planning

Global investment management

• custom portfolios
• efficient architecture approach
• existing holdings integration
• risk and return alignment
• transparent reporting
• cash assets

Trust and fiduciary services

• national trust capabilities
• estate and includable trusts
• revocable and irrevocable trusts
• charitable trusts and foundations
• generation-skipping trusts

Family office services

• family governance support
• wealth education
• consolidated reporting
• external services coordination

Evercore Wealth Management's Independent Thinking® platform is its main hub for thought leadership and client education. It helps clients stay current on planning, markets, taxes, and major financial decisions.

Culture and corporate values

Evercore Wealth Management says that its culture centers on talent, teamwork, and shared learning. The firm highlights a hands-on, partnership ethos where junior and senior professionals work closely together, underpinned by these core values:

• clients first
• integrity
• excellence
• respect
• diversity and inclusion
• partnership and collaboration
• investment in people

Evercore states that it aims to support and empower employees at work and in their communities. Its benefits package includes:

• health coverage: medical, dental, prescription drug, and vision insurance
• income protection: life, disability, and optional financial protection insurances
• retirement and savings: retirement plans with HSA and FSA options
• family and lifestyle support: family-building benefits, commuter programs, and health club discounts
• well-being resources: wellness coaches, mental health programs, vaccinations, and screenings
• time off and flexibility: paid holidays, vacation, personal and sick days, plus flexible work
• leave programs and events: paid parental, caregiver, marriage, and bereavement leave, plus health and wellness events

Evercore Wealth Management links diverse perspectives and experiences to better solutions for complex client needs. It views long-term success as dependent on an inclusive culture that develops individual strengths for sustainable outcomes.

About CEO Christopher Zander and key people

Christopher Zander serves as CEO, president, and partner of Evercore Wealth Management and Evercore Trust Company. He came to Evercore in 2008 as one of the founding partners of the wealth business and its first chief wealth and fiduciary advisor. Zander holds a BA in political science from Columbia University and an MBA in finance from Fordham University.

Helping Zander lead Evercore Wealth Management is a team of senior professionals:

• Jeff Maurer serves as partner, chair, and co‑founder, helping guide the firm's overall direction
• John Apruzzese is partner and CIO, overseeing market outlook and asset allocation for clients
• Michael Cozene is partner for Palm Beach and Tampa, leading Florida offices and providing goals-based planning across the Southeast
• Jay Springer is partner for New York, managing portfolios for families, foundations, and endowments nationwide
• Jon Kropf serves as partner for San Francisco, heading the San Francisco office after joining from IEQ

The leadership group is supported by a wider multidisciplinary wealth team. Senior professionals work directly with families, foundations, and endowments to build long-term relationships.

The future at Evercore

US companies are ramping up share buyback plans to historic levels as market uncertainty lingers. Evercore Inc.'s equity research and trading arm explains that these buybacks add "incremental buying power," which can help support stock prices but cannot replace progress on trade or growth. This research helps shape Evercore Wealth Management's market view and guides how it weighs buybacks in long-term portfolios.

Evercore is also deepening its West Coast footprint by hiring former Silicon Valley Bank advisors in San Francisco. In 2025, the firm added partners Ryan Fox and Flavia Araujo Trento to focus on high-net-worth tech founders and executives. Such a move supports Evercore Wealth's plan to grow in key regional markets as it manages more than $13 billion in client assets.

The latest Evercore news