# EVERCORE WEALTH MANAGEMENT, LLC

EVERCORE WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 148399
- Type: SEC-registered investment adviser
- SEC file number: 801-69645
- Location: 55 EAST 52ND STREET, 23RD FLOOR, NEW YORK, NY, 10055
- Phone: 212-822-7620
- Latest filing: 2026-03-31
- Regulatory AUM: $15.5B
- Discretionary AUM: $15.4B
- Non-discretionary AUM: $91.0M
- Clients: 97
- Accounts: 4,895

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Investment cos, Other

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey S Maurer | CHAIRMAN AND MEMBER OF BOARD OF MANAGERS | — |
| Ruth Patricia Calaman | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | — |
| Christopher Carl Zander | CHIEF EXECUTIVE OFFICER, PRESIDENT AND MEMBER OF BOARD OF MANAGERS | — |
| Jason Edward Klurfeld | MEMBER OF BOARD OF MANAGERS | — |
| Khanh Ly | CHIEF FINANCIAL OFFICER | — |
| Sebastian Granzo | CHIEF OPERATIONS OFFICER | — |
| Timothy Gilbert Lalonde | MEMBER OF BOARD OF MANAGERS | — |
| Paul Pensa | MEMBER OF BOARD OF MANAGERS | — |
| RENDINARO JOHN JULIUS | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| BROWN JANET MARIE | MEMBER OF BOARD OF MANAGERS | — |
| MAURER JEFFREY S | CHAIRMAN AND MEMBER OF BOARD OF MANAGERS; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND MEMBER OF BOARD OF MANAGERS (+1 more) | — |
| SHUTZER WILLIAM ALAN | MEMBER OF BOARD OF MANAGERS | — |
| FRANKEL ADAM BYRNE | MEMBER OF BOARD OF MANAGERS | — |
| SPRINGER JAY BRIAN | MEMBER OF BOARD OF MANAGERS | — |
| WALSH ROBERT BRIAN | MEMBER OF BOARD OF MANAGERS | — |
| CALAMAN RUTH PATRICIA | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER | — |
| TUFARO PAUL SCOTT | CHIEF COMPLIANCE OFFICER | — |
| ROUSE MICHAEL JOSEPH | CHIEF OPERATING OFFICER | — |
| ZANDER CHRISTOPHER CARL | CHIEF EXECUTIVE OFFICER, PRESIDENT AND MEMBER OF BOARD OF MANAGERS; PARTNER; PARTNER, PRESIDENT AND MEMBER OF BOARD OF MANAGERS (+1 more) | — |
| CORBIN CRYSTAL RENEE | CHIEF FINANCIAL OFFICER | — |
| FRANKEL ADAM BYNOE | MEMBER OF BOARD OF MANAGERS | — |
| GRANZO SEBASTIAN | CHIEF OPERATIONS OFFICER | — |
| KLURFELD JASON EDWARD | MEMBER OF BOARD OF MANAGERS | — |
| Ly Khanh | CHIEF FINANCIAL OFFICER | — |
| BRYSON NANCY CLAIRE | MEMBER OF BOARD OF MANAGERS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148399/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148399/similar
- Related entities: https://search.stillhousedata.com/firm/148399/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148399

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.