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

Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans
Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans

Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B

Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state
Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state

“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.

Osaic in talks with Anthropic as AI reshapes advisor workforce
Osaic in talks with Anthropic as AI reshapes advisor workforce

The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO

The retirement milestone advisors aren't tracking
The retirement milestone advisors aren't tracking

For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.

Wealthtech firms target stock pay, pensions and heirs for advisors
Wealthtech firms target stock pay, pensions and heirs for advisors

Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions

SPONSORED Best Practices for Engaging Women Around Alternatives

Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.