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

Micro 401(k) boom places advisors at the center of retirement plan growth
Micro 401(k) boom places advisors at the center of retirement plan growth

As SECURE 2.0 and state mandates drive micro 401(k) plan adoption, advisors are set to play a bigger role in helping small businesses navigate retirement solutions.

Advisors prize AI's potential for productivity gains, improved advice
Advisors prize AI's potential for productivity gains, improved advice

More than three-fifths of surveyed advisors see generative AI as an efficiency booster, though many are still concerned about data privacy and lack of tech integration.

Edward Jones, Franklin Templeton beef up SMA menus amid industry growth
Edward Jones, Franklin Templeton beef up SMA menus amid industry growth

The new offerings, including managed options on Franklin's canvas platform, come as managed account assets surge in the US to hit $13.7 trillion.

Advisor moves: RBC, Steward Partners add elite advisors from Goldman, Truist
Advisor moves: RBC, Steward Partners add elite advisors from Goldman, Truist

Meanwhile, Raymond James bolstered its employee advisor arm with an industry veteran who previously oversaw $750 million at Stifel.

DOGE cuts risk bogging down push to implement Trump’s tax breaks
DOGE cuts risk bogging down push to implement Trump’s tax breaks

Staffing shortfalls, new policies, and increased demand for clarity create potential speed bumps for tax planning and compliance.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.