Evercore Wealth Management
Evercore Wealth Management

Evercore Wealth Management Management Team

Contact top employees from Evercore Wealth Management

Summary

Evercore Wealth Management is a private company that has been in the industry for 17 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Christopher Zander. Its headquarters is located at New York, New York, USA. The Evercore Wealth Management annual revenue is estimated at < 1M. To connect with Evercore Wealth Management employee register on SignalHire.

Organization Website

evercorewealthandtrust.com

Social Links

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Phone Number

212-822-7620

Industries

Headquarters Location

55 East 52nd Street, New York, 10055 US

Employees Size

100-200 employees

Specialties

Wealth Management , Portfolio Management , Investment Management , Independent Fiduciary , Philanthropy , Transaction Planning, Estate Planning, Impact Investing , Women and Investing

DMA Code

New York Metropolitan Area

Founded

2008

Operating Status

Independent Company

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Evercore Wealth Management shows a diverse range of experience levels:
3% have been with the company for less than 1 year5% for 1–2 years14% for 3–4 years24% for 5–7 years14% for 8–10 years41% have over 11 years of service at Evercore Wealth Management
Ex-employees positions
In Company
In New Company
Contact top employees from Evercore Wealth Management
Tracy Schneider
Managing Director, Director of Marketing/Sales Coordination
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Sebastian Granzo
Partner, Head of Operations
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Amber
Executive Assistant
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Amy Renn
Administrative Assistant
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Ryan Ore
Wealth Management Associate
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Aldo Palles
Partner, Wealth Management
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Joseph McManus
Director, Portfolio Manager
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Andrea
Wealth Management Analyst
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Steven Chung
Managing Director
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Paula Stumne
Wealth and Fiduciary Advisor at Evercore Wealth Management, LLC
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Helena Jonassen
Partner and Wealth Advisor
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Stacie Price
Partner, Wealth Advisor
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Jay Springer
Partner, Portfolio Manager
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Tim Barrett
Partner, Portfolio Manager
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Judy McDonald Moses
Partner/Portfolio Manager
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Tom Mahowald
Managing Director - Portfolio Manager
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Belinda Micu
Managing Director
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Brandon Frandsen
Managing Director, Wealth & Fiduciary Advisor
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Marjan Hooman
Administrative Assistant and Office Manager
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Kyra Casanova Jaro
Portfolio Management Analyst
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Patrick Muirhead
Analyst - Middle Office Operations Specialist
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Giovanni Martini
Investment Operations Analyst
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Richard McDermott
Director - Financial Advisor
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Abdelrahman mohamed
Executive Director
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Osa May Ellsaide
Finance Manager
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FAQ

Evercore Wealth Management operates in the Finance industries. More details can be found on the official website: evercorewealthandtrust.com.
The headquarters of Evercore Wealth Management are located in New York, United States.
The current CEO of Evercore Wealth Management is Christopher Zander
You can contact Evercore Wealth Management by phone at 212-822-7620.
Evercore Wealth Management currently employs 100-200 people.
Evercore Wealth Management's revenue is approximately < 1M.
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