EVERCORE WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 148399). Regulatory assets under management: $15.5B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Investment cos, Other.
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 | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| EWM PRIVATE EQUITY ACCESS I, L.P. | Private Equity Fund | Delaware | 162 | $47.0M | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN FRANCISCO | CA | 16 | (415) 288-3000 |
| SAN FRANCISCO | CA | 16 | (415) 288-3000 |
| MINNEAPOLIS | MN | 7 | 612-656-2820 |
| MINNEAPOLIS | MN | 7 | 612-656-2820 |
| TAMPA | FL | 6 | (813) 313-1190 |
| TAMPA | FL | 6 | (813) 313-1190 |
| WEST PALM BEACH | FL | 4 | (561) 812-1010 |
| WEST PALM BEACH | FL | 4 | (561) 812-1010 |