Evercore hires Jewelle Bickford to help expand wealth advisory

SEP 11, 2013
Evercore Partners Inc., the investment bank founded by former U.S. Deputy Treasury Secretary Roger Altman, hired Jewelle Bickford as a partner in its wealth-management unit. Bickford was a senior strategist at GenSpring Family Offices, New York-based Evercore said today in a statement. Before joining GenSpring in 2009, she was a global partner at Rothschild Group, where she was head of debt capital markets for its broker-dealer unit. She previously merged her investment- banking firm into Rothschild Inc. in 1994. Evercore, run by Chief Executive Officer Ralph Schlosstein, has expanded in wealth management through acquisitions and hiring. In December, it purchased San Francisco-based Mt. Eden Investment Advisors LLC, which manages about $645 million. Evercore has hired managing directors for its wealth unit from Bank of America Corp. “I've known Jewelle for years and am confident that her professional experience and range of relationships will enable her to make a significant contribution,” Altman said in the statement. Bickford will be based in New York and report to Jeff Maurer, CEO of Evercore Wealth Management, according to the statement. She's on the board of Women for Women International and the Women's Media Center, the company said. Bickford also is a member of the Council on Foreign Relations and founded its task force on the role of women in economic and political development in the Middle East and Southeast Asia, Evercore said. Bloomberg News

Latest News

Mesirow acquires part of flexPATH in second retirement deal of 2026
Mesirow acquires part of flexPATH in second retirement deal of 2026

Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.

Advisor moves: LPL lands $350M veteran advisor duo in Florida
Advisor moves: LPL lands $350M veteran advisor duo in Florida

Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.

SEC accuses crypto firm founder of running $425 million Ponzi scheme
SEC accuses crypto firm founder of running $425 million Ponzi scheme

It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.

MassMutual Ascend tops $2 billion in RIA annuity sales as advisors warm to income products
MassMutual Ascend tops $2 billion in RIA annuity sales as advisors warm to income products

Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.

Fintech bytes: Wealth tech firms target advisor productivity with new integrations
Fintech bytes: Wealth tech firms target advisor productivity with new integrations

Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income