Evercore Wealth Management Company Culture
Evercore Wealth Management Culture
This score is derived from employee ratings & reviewsTop Rated Culture Dimensions
N/A
Company Information
- Address
- 55 East 52nd Street
New York City, NY 10055
United States of America
- Founded
- 2008
Company Description
Delivers independent advice and thoughtfully designed wealth management solutions, free from the conflicts at many financial institutions.
Key Executives
Name & Title
Bio
Jeffrey Maurer
CEO / President
Jeffrey Maurer serves as the CEO / President of Evercore Wealth Management.
Andrew Huang
Vice President
Andrew Huang serves as the Vice President of Evercore Wealth Management, LLC. Andrew started at Evercore Wealth Management, LLC in Mar of 2017. Andrew currently resides in the San Francisco Bay Area.
Jonathan Bergner
Managing Director, Portfolio Manager
Jonathan Bergner serves as the Managing Director, Portfolio Manager of Evercore Wealth Management, LLC. Jonathan started at Evercore Wealth Management, LLC in Apr of 2012. Jonathan currently resides in the Greater New York City Area.
Debbie Carswell
Managing Director
Debbie Carswell serves as the Managing Director of Evercore Wealth Management, LLC. Debbie started at Evercore Wealth Management, LLC in Jul of 2017. Debbie currently resides in the Orlando, Florida Area.
Jill Lloyd
Managing Director
Jill Lloyd serves as the Managing Director of Evercore Wealth Management, LLC. Jill started at Evercore Wealth Management, LLC in Nov of 2016. Jill currently resides in the Greater New York City Area.
Paulo Coelho
Vice President
Paulo Coelho serves as the Vice President of Evercore Wealth Management, LLC. Paulo started at Evercore Wealth Management, LLC in Mar of 2012. Paulo currently resides in the Greater New York City Area.
Stephanie Hackett
Managing Director
Stephanie Hackett serves as the Managing Director of Evercore Wealth Management, LLC. Stephanie started at Evercore Wealth Management, LLC in Nov of 2014. Stephanie currently resides in the Greater New York City Area.
Daniel Stolfa
Managing Director
Daniel Stolfa serves as the Managing Director of Evercore Wealth Management, LLC. Daniel started at Evercore Wealth Management, LLC in Aug of 2018. Daniel currently resides in the Greater Minneapolis-St. Paul Area.
Thomas Olchon
Managing Director
Thomas Olchon serves as the Managing Director of Evercore Wealth Management, LLC. Thomas started at Evercore Wealth Management, LLC in Mar of 2018. Thomas currently resides in the Greater New York City Area.
Ross Saia
Managing Director
Ross Saia serves as the Managing Director of Evercore Wealth Management, LLC. Ross currently resides in the West Palm Beach, Florida Area.
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Gender Score How positively women rate their overall experience at Evercore Wealth Management
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Diversity Score How positively minorities rate their overall experience at Evercore Wealth Management
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