Evercore Wealth Management

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Evercore Wealth Management, LLC
Financial Services
Industry Financial Services
Founded 2008
Founder Jeff Maurer
Headquarters New York, New York, San Francisco, California, Los Angeles, California, Tampa, Florida & Minneapolis, Minnesota, USA
Number of employees
Parent Evercore, (NYSE: EVR)
Subsidiaries Evercore Trust Company, N.A.
Website evercorewealthmanagement.com

Evercore Wealth Management, LLC is the wealth management division of Evercore, an investment bank based in New York. The bank is a registered investment advisor, delivering customized investment management, financial planning, trust and custody services[further explanation needed] to high net worth individuals, families and related institutions across the US.


The firm was founded in 2009 by the former chief executive officer of U.S. Trust, Jeff Maurer, who was accompanied by seventeen of his colleagues. The former U.S. Trust staff members left the company after it was sold by the Charles Schwab Corporation to the Bank of America in 2006.[1]

As of September 30, 2014, Evercore Wealth Management consisted of 26 partners, offices in New York, San Francisco, Los Angeles, Tampa and Minneapolis, US$5.5 billion in assets, and more than 70 employees. Evercore also receives backing from the investment bank, Evercore Partners, which will assume complete ownership of the wealth management firm in 2020.[2]

Personal trust services are conducted through Evercore Trust Company, N.A, a national trust bank that, as of September 30, 2014, held US$42.1 billion in assets.


On May 4, 2010, the firm completed the acquisition of Morse, Williams and Company, Inc., a registered investment advisor. In a related transaction, the firm acquired The Wall Street Fund, "WALLX", a mutual fund launched on December 23, 1945.

On April 7, 2013, Evercore Wealth Management opened a new office in Tampa, Florida - its first in the state - and named three new partners. This move is intended to increase the firm's service for clients in Florida and the southeast United States.[3]



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